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Added 7 mins ago
TC
Financial Planner (Armstrong & Enderby)
Tru Cooperative Bank
Armstrong, BC
- $85,000 USD / year
- Full-time
The Financial Planner is responsible for working with and managing a book of high value members in assigned, multiple branch locations, by offering a full range of investment and financial…
Added 8 mins ago
RI
Insurance Advisor - Life, Health & Wealth
RBC Insurance
NS · Cape Breton, NS
- Full-time
Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)
Added 8 mins ago
PH
Clinical Planner RPN
ParaMed Home Health Care
Prince Edward, ON
- Full-time
The Clinical Planner is accountable for onboarding new patients requiring Personal Support Services within an assigned district, through the assessment, implementation, and evaluation of a…
Added 8 mins ago
AG
Responsable planification de production
ACCENT-FAIRCHILD GROUP
Montreal, QC
- Full-time
…solide réputation en matière d’innovation, de qualité et de service à la clientèle, grâce à des décennies d’expertise dans son secteur d’activité et à des partenariats de longue date avec…
Added 8 mins ago
NR
Associate Portfolio Manager
North Road Investment Counsel
AB · Edmonton, AB
- Full-time
…practice and are in need of an Associate Portfolio Manager to service our growing client…
Added 8 mins ago
ES
Facility Maintenance Coordinator - Toronto
Equans Services Canada & US
Toronto, ON
- Full-time
…Maintenance Coordinator works closely with operations teams, service providers, and stakeholders to support facility performance, service excellence, and continuous improvement…
Added 23 mins ago
ST
Director of Capital, Housing & Infrastructure (Engineering/Planning) - $100K-$150K in Curve Lake, ON!
Scout Talent
AB · Alberta, Canada
- $100,000 to $150,000 CAD / year
- Full-time
The Division is entering an exciting phase of modernization, building toward proactive, well-planned, and data-informed service delivery. You will have the opportunity to shape clear asset…
Added 23 mins ago
BS
Customer Operations Representative I
Boston Scientific
Ottawa, ON
- Full-time
…of our products and expertise through hassle-free customer service that provides answers, solves problems, and overcomes barriers to access. This key role acts to efficiently process…
Added 23 mins ago
IP
Subrogation Examiner - Hybrid - Anywhere in Canada
International Programs Group
Toronto, ON
- Full-time
The successful candidate will be part of a dynamic team that provides quality service to internal and external clients. They will display excellent customer service skills and will be a key…
Added 23 mins ago
B
Bilingual Space Planner & Move Manager (EN/FR)
BGIS
Montreal, QC
- Full-time
The Space Planner & Move Manager ensures the effective management of space occupied by an assigned Client, assists in developing strategic occupancy plans & forecasts and develops options…
Added 23 mins ago
ST
Director of Capital, Housing & Infrastructure (Engineering/Planning) - $100K-$150K in Curve Lake, ON!
Scout Talent
BC · British Columbia, Canada
- $100,000 to $150,000 CAD / year
- Full-time
The Division is entering an exciting phase of modernization, building toward proactive, well-planned, and data-informed service delivery. You will have the opportunity to shape clear asset…
Added 23 mins ago
DS
Production Planner
Dynamic Source Manufacturing Inc.
Calgary, AB
- Full-time
Provide visibility of demand and supply risks, recommending mitigation plans to maintain service levels and operational efficiency.
Added 24 mins ago
ML
Sr Supply Planner
Maple Leaf Foods Inc.
Mississauga, ON
- $71,000 to $103,000 CAD / year
- Full-time
As a key contributor within the Supply Planning team, the Senior Supply Planner is responsible for the development of production and inventory plans to meet corporate service level targets…
Added 24 mins ago
ML
MRO Coordinator
Maple Leaf Foods Inc.
Winnipeg, MB
- Full-time
Set Min/Max levels based on usage rate, usage patterns, delivery times, targeted service levels, equipment criticality and required safety stock levels
Added 24 mins ago
ML
MRO Coordinator
Maple Leaf Foods Inc.
Mississauga, ON
- $47,000 to $69,000 CAD / year
- Full-time
Propose strategies to resolve shortfalls in Inventory Service Levels and Inventory Levels.
Added 1 hour ago
RI
Insurance Advisor - Life, Health & Wealth
RBC Insurance
Halifax, NS
- Full-time
Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)
Added 1 hour ago
RI
Insurance Advisor - Life, Health & Wealth
RBC Insurance
Truro, NS
- Full-time
Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)
Added 1 hour ago
DH
Production Planner - FAL
De Havilland Aircraft of Canada Limited
Calgary, AB
- Full-time
The Production Planner plans, schedules, and coordinates the activities throughout the manufacturing process within the manufacturing cell. Planning includes creating and managing work…
Added 1 hour ago
JI
Customer Success Coordinator
Jumbo Interactive
Calgary, AB
- Full-time
…Lottery Delivery, Project Management, Technology, Customer Service, Call Centre and external suppliers, this role coordinates campaign information, documentation, timelines and operational…
Added 2 hours ago
FC
Investment Advisor
FirstOntario Credit Union
Hamilton, ON
- Full-time
Collaborate with external professionals such as attorneys, accountants, and subject matter experts to coordinate service delivery.
Added 2 hours ago
EI
Senior Planner (Student Transportation) - Permanent
Elk Island Public Schools
Sherwood Park, AB
- Full-time
EIPS is recruiting a full-time Senior Planner with our Student Transportation department.
Added 3 hours ago
E
Clinical Planner RPN
Extendicare
Belleville, ON · Prince Edward, ON · ParaMed - Belleville (Sidney Street)
- Full-time
The Clinical Planner is accountable for onboarding new patients requiring Personal Support Services within an assigned district, through the assessment, implementation, and evaluation of a…
Added 3 hours ago
Production Planner - FAL
Westerkirk
Calgary, AB
The Production Planner plans, schedules, and coordinates the activities throughout the manufacturing process within the manufacturing cell. Planning includes creating and managing work…
Added 3 hours ago
R
IRP Assistant
RBC
Montreal, QC
- Full-time
…related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships with service partners to…
Added 3 hours ago
C
Senior Financial Advisor - CIRO-MFD/AMF - Bathurst
CIBC
Bathurst, NB
- Full-time
…comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service…

CIBC

Senior Financial Advisor - CIRO-MFD/AMF - Bathurst

Bathurst, NB, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 14, 2026
Posting language: English
Posted: Oct 29, 2026

Original job description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Personal and Business Banking Team, you’ll manage and grow your dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools and give them the right advice to help them make well-informed choices for their future. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you'll succeed

Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships. Cultivate your network to establish new client relationships.
Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who you are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
You can demonstrate 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.
You’re a certified professional (CIRO-MFD). You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and must meet eligibility requirements for CIRO-MFD licensing upon hire. Personal Financial Planner (PFP) within 24 months of hire.
You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

At CIBC, we seek individuals who value innovation, collaboration and client service. This posting is for a role we regularly recruit for to support our talent pipeline. Apply to be considered for future opportunities.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Bathurst

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Service, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented

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More about this job

Responsibilities

Manage and grow a dedicated client portfolio by creating comprehensive financial plans and providing exceptional service. Proactively engage with new and existing clients to build lasting connections and deliver tailored investment and credit solutions.

Requirements

Requires 1.5 to 3 years of experience in a financial advisory role and professional certifications including CIRO-MFD. Candidates must hold or be eligible for relevant licensing such as CSC, CIFC, or AMF.

Skills

Financial advisory
Portfolio management
Business development
Client service
Relationship management
Financial planning
Investment advice
Networking
Sales planning
Credit solutions
Investment solutions
Community outreach
Client engagement
Market analysis

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

CIRO-MFD
AMF
CSC
CIFC
IFC
PFP
RRC
Financial Advisor
Imperial Service
Portfolio Management
Business Development
Investment Advice
Financial Planning
Banking
Credit Solutions
Investment Solutions
Networking
Sales Plan
Community Involvement
Market Analysis
Lead Conversion
Financial Services
Wealth Management

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