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Added 4 mins ago
TG
Senior Manager, Enterprise Risk Management
TMX Group
Toronto, ON
- $130,000 to $145,000 CAD / year
- Full-time
…governance posture. In this critical role, you will act as a trusted advisor to senior leadership, independently challenging first-line business operations while integrating risk…
Added 4 mins ago
OF
Advisor Transition Coordinator
Optimize Financial Group
Toronto, ON
- Full-time
We are hiring an Advisor Transition Coordinator to join our Advisor Transition Team at our Toronto Head Office. In this role, you own the onboarding journey for experienced financial…
Added 4 mins ago
TR
Service Advisor - RV Dealership
Traveland RV Supercentre
Martensville, SK
- Full-time
…has the perfect job for you. We need more than an RV Service Advisor; we need an outstanding communicator with a professional appearance and a strong work ethic, someone who is equally…
Added 4 mins ago
TR
RV Technician
Traveland RV Supercentre
Langley (District), BC · Langley, BC
- Full-time
Discuss repairs with shop foreman or RV service advisor
Added 4 mins ago
TR
External Service Advisor - RV Dealership
Traveland RV Supercentre
Langley (District), BC · Langley, BC
- Full-time
…has the perfect job for you. We need more than an RV Service Advisor; we need an outstanding communicator with a professional appearance and a strong work ethic, someone who is equally…
Added 4 mins ago
EI
Senior Project Engineer
ExcelGens, Inc.
Montreal, QC
- Contract
We are seeking an experienced Senior Project Engineer – Montreal Delivery (Principal Advisor Engineering) to strengthen the Vaudreuil Program's engineering delivery capacity and support the…
Added 4 mins ago
ZA
Financial Service Advisor - Newmarket Nissan Infiniti (26288)
Zanchin Automotive Group
Newmarket, ON
- Full-time
Added 4 mins ago
CI
Principal Architect
Camis Inc
Guelph, ON
- Full-time
Act as a trusted technical advisor to leadership, providing balanced recommendations on technology investments and platform strategy.
Added 4 mins ago
LV
Host (3-Month Contract)
Louis Vuitton
AB · Edmonton, AB
- Part-time
This is an opportunity for those who thrive in a fast-paced environment, see themselves as a true personal ‘advisor’- someone who is seeking to grow their career in a luxury retail…
Added 4 mins ago
D|
Product Advisor | Downtown Toyota
DAG | Downtown AutoGroup
Toronto, ON
- Full-time
As a Product Advisor, you are the heartbeat of Downtown Toyota. You will guide our diverse guests through an exhilarating journey, ensuring every interaction is infused with respect,…
Added 5 mins ago
Wealth Protection Advisor, Service (Hybrid)
First West
Penticton, BC
We are currently seeking a Wealth Protection Advisor (Service) to join our team. This is a hybrid role with an opportunity to work from one of our branches located in Kelowna, Penticton,…
Added 5 mins ago
Tangerine Growth Advisor - Tangerine
Scotiabank
Toronto, ON
Minimum 3-5 years of work experience, as a financial planner or investment advisor, dealing 1:1 with clients
Added 5 mins ago
GS
AI Enablement Specialist/Senior
Guidewire Software
Toronto, ON
- Full-time
…and hands-on engagement, you will act as a trusted internal advisor to elevate company-wide AI…
Added 5 mins ago
Senior Legal Counsel, General Counsel's Office - Corporate/Commercial
EY
Toronto, ON
…our professional services firm. You will act as a strategic advisor to our business and help EY's professionals negotiate complex commercial contracts with some of our most significant…
Added 5 mins ago
TA
Senior Director, Marketing & Communications
Top Aces
Dorval, QC
- Full-time
…advisors. The Senior Director establishes priorities, aligns advisor activities with business objectives, monitors performance, and coordinates internal support for advisor-led advocacy and…
Added 19 mins ago
AU
Executive Assistant to Provost
Adler University
Vancouver, BC
- Full-time
Serve as a trusted advisor and representative of the Provost’s Office, exercising independent judgment and discretion.
Added 19 mins ago
KF
Branch Ambassador - Lansdowne
Kawartha Financial Services
Peterborough, ON
- Part-time
Direct members to an Advisor who can offer needs-based advice that will enhance their financial well-being
Added 19 mins ago
GT
Conseiller·ère en communications
Groupe Touchette
QC · Ville Saint-Laurent, QC
- Full-time
The Communications Advisor partners with teams across the organization to advise on, develop, structure and deliver clear, consistent communications aligned with our priorities. You will…
Added 34 mins ago
IP
Senior Wealth Advisor
IG Private Wealth Management - Larouche Private Wealth Management
Timmins, ON
- Full-time
Larouche Private Wealth Management is seeking a Senior Wealth Advisor to join our growing team. We serve families, business owners and professionals across Northern Ontario, providing…
Added 34 mins ago
LV
Host (3-Month Contract)
Louis Vuitton
Toronto, ON
- Part-time
This is an opportunity for those who thrive in a fast-paced environment, see themselves as a true personal ‘advisor’- someone who is seeking to grow their career in a luxury retail…
Added 34 mins ago
AS
People Operations Support Coordinator
Aker Solutions
St. John's, NL
- Full-time
Our St. John’s, NL office is looking for a Junior People & Organization Advisor to join our team!
Added 34 mins ago
CE
Network Engineer
Capgemini Engineering
Mississauga, ON
- Full-time
Act as a trusted technical advisor to customers throughout the assessment, design, implementation, and delivery phases.
Added 34 mins ago
OM
Director, Audience Strategy
Omnicom Media
Toronto, ON
- Full-time
Serving as a trusted advisor, you will connect client priorities to the right data capabilities (1P, 2P, 3P), technology, and strategy, to help drive measurable business outcomes.
Added 34 mins ago
O
Senior Marketing Manager
Obakki
Vancouver, BC
- Full-time
Reporting into senior leadership and working closely with a strategic marketing advisor, this role leads the GTM calendar, oversees campaign execution, manages agencies, and ensures…
Added 34 mins ago
SS
Senior ETL developer with Snowflake
Syncredible Solutions
Calgary, AB
- Contract
We are looking for a Senior ETL developer with Snowflake experience to serve as a technical leader and trusted advisor for business/stakeholders. This role is not just about building data…

CIBC

Sr Financial Advisor

BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 27, 2026
Posting language: English
Posted: Oct 26, 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. Details on your work arrangement (portion of on-site and remote work) will be discussed at the time of your interview.

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).
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

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

W.Vancouver-225 West 17th Ave

Employment Type

Regular

Weekly Hours

37.5

Skills

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

Apply About employer

More about this job

Responsibilities

Manage and grow a large client portfolio by building relationships, creating personalized financial plans, and providing investment, credit, and lending advice. Develop new business through networking, local market outreach, and community involvement while delivering exceptional client service.

Requirements

Candidates need 1.5–3 years of experience in a financial advisory role managing and growing a client portfolio, along with current relevant investment-course accreditation and eligibility for CIRO-MFD licensing. A Personal Financial Planner designation is required within 24 months of hire; Quebec candidates must meet the stated AMF licensing and course requirements and hold the Registered Retirement Consultant designation.

Skills

Business Development
Client Service
Community Connections
Financial Advising
Investments
Lending
Portfolio Management
Results-Oriented
Relationship Management
Financial Planning
Networking
Client Engagement
Sales Planning
Market Knowledge

Benefits

Competitive Salary
Incentive Pay
Banking Benefits
Benefits Program
Defined Benefit Pension Plan
Employee Share Purchase Plan
Vacation
Wellbeing Support
Recognition Program
Paid Personal Development Day

Visa sponsorship

Not detected in the job text

Keywords

Imperial Service
Personal And Business Banking
Financial Advisory
Portfolio Management
Financial Planning
Investment Advice
Credit Solutions
Investment Solutions
Client Engagement
Relationship Management
Business Development
Sales Planning
Networking
Community Outreach
Canadian Securities Course
Canadian Investment Funds Course
Investment Funds In Canada Course
CIRO-MFD Licensing
Personal Financial Planner
AMF Licensing
Investment And Taxation Fundamentals
Legal And Ethical Aspects Of Financial Planning

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