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Added 6 mins ago
PC
Personal Lines Account Manager
People Corporation
Toronto, ON · ON - PC John St - Toronto
- Full-time
As a Personal Lines Account Manager, you are a trusted advisor, who owns and supports client relationships and understands their home and Auto needs to provide effective insurance solutions.
Added 6 mins ago
GF
Sales (Fitness Advisor) - Georgetown Sinclair and Guelph
GoodLife Fitness
Georgetown, ON · Guelph, ON
- 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 6 mins ago
D
Senior Advisor, Personal
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs…
Added 6 mins ago
C
Associate Financial Advisor
CIBC
Beaverton, 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 6 mins ago
CF
District Vice-President, Sales
CI Financial
Toronto, ON
- Full-time
We are currently seeking a Vice-President, Sales/Wholesaler to join our Sales team in Toronto. In this role, the successful candidate is expected to develop and implement a business plan…
Added 6 mins ago
MK
MK Tsawwassen Mills - Seasonal Sales Assistant
Michael Kors
Tsawwassen, BC
- Part-time
…the customer experience and achieving results. As a Seasonal Sales Assistant, you are a flexible team player with the ability to multitask and thrive in a fun, inspiring and fast-paced…
Added 6 mins ago
B
Service Advisor
BCAA
Victoria, BC · Broadmead
- Full-time
We are currently hiring a Service Advisor based in our Broadmead Service Location!
Added 6 mins ago
B
Service Advisor
BCAA
Vancouver, BC · Cambie Village
- Full-time
We are currently hiring a Service Advisor based in our Cambie Village Service Location!
Added 21 mins ago
I
Directeur adjoint, Architecture de solutions d’IA/ Associate Principal, AI Solution Architecture
IQVIA
Ottawa, ON
- Full-time
The position serves as a trusted advisor to senior client stakeholders and plays a critical role in the commercialization of DDAI capabilities by connecting scientific innovation and…
Added 21 mins ago
JT
Outside Sales Representative
JM Test Systems
AB · Edmonton, Alberta
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 21 mins ago
JT
Outside Sales Representative
JM Test Systems
Calgary, AB
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 21 mins ago
JT
Outside Sales Representative
JM Test Systems
Richmond, BC
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 21 mins ago
JT
Inside Sales Representative
JM Test Systems
AB · Edmonton, Alberta
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 21 mins ago
JT
Inside Sales Representative
JM Test Systems
Calgary, AB
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 21 mins ago
JT
Inside Sales Representative
JM Test Systems
Richmond, BC
- Full-time
Join our team at JM Tests Calibration Laboratory as a Customer Service Advisor where your energy and people skills will truly shine! We’re looking for a delightful, energetic individual who…
Added 21 mins ago
Mortgage Review Officer (Real Estate Secured Lending)
Scotiabank
Toronto, ON
…(BRM), Home Financing Lending Manager (HFLM), and Financial Advisor (FA), as well as all administrative findings. The CA will also communicate to their respective Manager, Credit Review,…
Added 21 mins ago
Senior Financial Advisor - Sherway Gardens, Etobicoke, ON
Scotiabank
Toronto, ON · Etobicoke, ON
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 21 mins ago
Investment Analyst / Senior Investment Analyst – Private & Public Markets
Staffinity Inc
Toronto, ON · North York, Ontario
Sales & Advisor Support: Prepare product summaries and educational presentations for dealing representatives, helping address technical inquiries regarding asset allocation and fund…
Added 21 mins ago
PA
Portfolio Manager
Purpose Advisor Solutions
Toronto, ON
- Full-time
…Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and…
Added 21 mins ago
MG
Regional Market Development Manager (Canada)
MONAT Global
Toronto, ON
- Full-time
…closely with leaders at every stage of their journey to drive sales growth, strengthen leadership capabilities, increase customer retention, and accelerate business performance across the…
Added 36 mins ago
MC
Director, Advisor Experience
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
Establish a clear advisor-support operating model, including roles, decision rights, service expectations and escalation pathways across Wealth, Sales Effectiveness and enterprise support…
Added 36 mins ago
MC
Director, Distribution & Activation
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
…Wealth-specific growth programs, including referral and lead ecosystems, advisor recruitment and onboarding, practice modernization, and specialized distribution channels. Accountable for…
Added 36 mins ago
LC
Outbound Account Executive (Hospitality)
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
We’re looking for an Outbound Account Executive to join our high performing hospitality sales team in NOAM.
Added 36 mins ago
LC
Outbound Account Executive (Hospitality)
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
We’re looking for an Outbound Account Executive to join our high performing hospitality sales team in NOAM.
Added 36 mins ago
RB
Banking Advisor Intern
Royal Bank of Canada
Huntsville, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…

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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