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Added 21 mins ago
M
Manager, Assurance and Accounting
MNP
Penticton 1, BC
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 21 mins ago
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Senior Manager, Assurance and Accounting
MNP
Penticton 1, BC
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 21 mins ago
Policy and Divisional Support Coordinator
Government of Alberta
AB
Added 21 mins ago
NB
banking advisor
National Bank of Canada
L'Île-Perrot, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 21 mins ago
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Business Developer Manager
Siemens
Montreal, QC
- Full-time
Élaborer et mettre en œuvre une stratégie nationale et régionale d’engagement des consultants.
Added 21 mins ago
WT
Product Marketing Manager
WELLSTAR Technologies
Toronto, ON
- Full-time
…audiences with consistent messaging and support awareness, engagement, and pipeline…
Added 36 mins ago
AC
Workplace Practices Advisor - International
Air Canada
Dorval, QC
- Full-time
Added 51 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Terrebonne, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 51 mins ago
NB
Banking Advisor
National Bank of Canada
Aurora, ON
- Part-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 51 mins ago
R
Client Advisor Intern
RBC
Petawawa, ON
- Full-time
Added 51 mins ago
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Financial Advisor - CIRO-ID (Urban)
CIBC
Vancouver, BC
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 51 mins ago
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Associate Financial Advisor
CIBC
Brantford, ON
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 1 hour ago
M
Accounting Technician, Assurance & Accounting
MNP
Melfort, SK
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 hour 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 1 hour ago
ZA
Financial Service Advisor - Newmarket Nissan Infiniti (26288)
Zanchin Automotive Group
Newmarket, ON
- Full-time
You’ll be part of a culture at the forefront of transparency, communication, and engagement – we are a Team and work together to achieve and thrive.
Added 1 hour ago
GS
AI Enablement Specialist/Senior
Guidewire Software
Toronto, ON
- Full-time
…blending change management, strategic communications, and hands-on engagement, you will act as a trusted internal advisor to elevate company-wide AI…
Added 1 hour 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 1 hour 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 1 hour 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 1 hour 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 1 hour 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 1 hour ago
Specialist, Business Development
Miller Thomson
Toronto, ON
In this role you will drive business development for our Disputes Law Group, acting as a trusted advisor to partners and lawyers, shaping how the group's wins are told in the market, and…
Added 1 hour ago
S
Director, External Relations (Permanent, Full-Time)
SkilledTradesBC
Richmond, BC
- Full-time
The Director serves as a strategic advisor to the executive team and other members of SkilledTradesBC, helping to proactively elevate the organization’s profile and ensure timely, effective…
Added 2 hours ago
GF
Sales (Fitness Advisor) - Saskatoon Preston Crossing
GoodLife Fitness
Saskatoon, SK
- Full-time
The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve…
Added 2 hours ago
C
Sr Financial Advisor
CIBC
BC
- Full-time
…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…

CIBC

Sr Financial Advisor

BC, Canada

Full-time

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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

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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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