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Added 31 mins ago
RB
Banking Advisor - Toronto Downtown (Bilingual: English and Cantonese/Mandarin/French/Vietnamese/Spanish)
Royal Bank of Canada
Toronto, ON
- Full-time
Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
Added 1 hour ago
IB
Personal Lines Advisor - Williams Lake, BC
Insurance Brokers Association of BC
BC · Cariboo A, BC
- Full-time
Johnston Meier Insurance Agencies Group has an opportunity in our office in Williams Lake for a Personal Lines Advisor, to assist with our existing book of business. This role requires the…
Added 1 hour ago
IF
Regional Director, Vancouver
iA Financial Group
Vancouver, BC
- Full-time
Are you driven by business growth and advisor development and looking to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future?…
Added 1 hour ago
R
Banking Advisor - Toronto Downtown (Bilingual: English and Cantonese/Mandarin/French/Vietnamese/Spanish)
RBC
Toronto, ON
- Full-time
Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
Added 1 hour ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 1 hour ago
GO
Technical Advisor
Government of Yukon
Whitehorse, YT
- Full-time
The Yukon Water Board Secretariat is inviting applications for this critical position on its team. The Technical Advisor coordinates and integrates technical inputs from external resources…
Added 1 hour ago
OI
Career Services Advisor
Oxford International
Halifax, NS
- $52,000 to $56,000 CAD / year
- Full-time
- Temporary
The Career Services Advisor is responsible for delivering comprehensive career counselling, employment preparation, employer engagement, and career development programming for domestic and…
Added 2 hours ago
NB
Banking advisor
National Bank of Canada
Kamloops, BC
- 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 2 hours ago
OI
Career Services Advisor
Oxford International Education Group
Halifax, NS
- $52,000 to $56,000 CAD / year
- Full-time
The Career Services Advisor is responsible for delivering comprehensive career counselling, employment preparation, employer engagement, and career development programming for domestic and…
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, 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 2 hours ago
NB
Expert advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Financial Planning Expert Advisor with
Added 5 hours ago
TL
Senior Legal Counsel
Toronto Lawyers Association
Oakville, ON
- Full-time
…offering resources and flexibility to foster your professional and personal growth, all while valuing your unique…
Added 6 hours ago
MC
Manager, Revenue Accounting & Reporting
Make-A-Wish Canada
Pickering, ON
- Full-time
Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish^® Canada
Added 7 hours ago
J
Presales Security Expert GSI
Jobgether
Canada
- Full-time
…Presales Security Expert GSI, you will serve as a key technical advisor, helping global systems integrators and strategic partners develop and deliver innovative security solutions. Working…
Added 7 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 7 hours ago
O
National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
Build genuine relationships with key stakeholders, serving as a trusted advisor dedicated to their long-term success.
Added 7 hours ago
EK
Project Manager, Facilities
Earls Kitchen + Bar
Vancouver, BC
- $80,000 CAD / year
- Full-time
In this role, you’ll serve as a trusted advisor and project lead for cross-functional stakeholders, working closely with store operators, interior and kitchen designers, and external…
Added 7 hours ago
FH
Senior Indigenous Cultural Advisor
Fraser Health
Surrey, BC
- Part-time
The Senior Indigenous Cultural Advisor provides leadership and guidance to the Indigenous Cultural Advisor team by ensuring Indigenous perspectives, knowledge, and approaches to wellness…
Added 7 hours ago
FH
Senior Indigenous Cultural Advisor
Fraser Health
New Westminster, BC
- Full-time
The Senior Indigenous Cultural Advisor provides leadership and guidance to the Indigenous Cultural Advisor team by ensuring Indigenous perspectives, knowledge, and approaches to wellness…
Added 8 hours ago
J
Information Security Program Manager
Jobgether
Canada
- Full-time
Client relationship management: Serve as a trusted security advisor, translating complex technical and regulatory requirements into practical recommendations that support business…
Added 8 hours ago
BC
Moncler Team Lead (Holt Renfrew Bloor)
BoF Careers
Toronto, ON · Greater Toronto Area, Canada
- Full-time
As a Team Lead, you will be an ambassador of the Brand. You will assist the Store Manager and Client Advisor Manager (CAM) in coaching and developing the team, building Client…
Added 10 hours ago
SM
GOAPRDJP000001053 – Shipping & Inventory Coordinator
S M Software Solutions Inc
AB · Edmonton, AB
- Internship
Safely operate a Reach Truck and other material handling equipment in a controlled warehouse environment while using appropriate personal protective equipment (PPE).
Added 10 hours ago
SM
RQ11309 – Solutions Designer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Knowledge of integrated networking technologies, mainframe, midrange server, enterprise storage and SAN, and personal computer system technologies.
Added 11 hours ago
A
Senior Manager, Quality Assurance Services
ATB
Calgary, AB · Edmonton, AB
- Full-time
Be a trusted advisor, working with stakeholders to accomplish the desired work in a way that improves the business and technical effectiveness of the application portfolio and minimizes its…
Added 11 hours ago
A
Everyday Banking Advisor - Calgary Stephen Avenue
ATB
Calgary, AB
- Full-time
Be a Trusted Advisor: Provide personalized advice on personal banking products, services, and solutions. You'll match clients with the right products and escalate complex needs to senior…

CIBC

Sr. Financial Advisor CIRO-ID (Urban)

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 11, 2026
Experience: You have a postsecondary degree/diploma and/or 4 years of relevant experience.
Posting language: English
Posted: Oct 27, 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 Imperial Service Team, you’ll manage and grow a 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 build connections, create 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.
You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
You embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best.
You have a postsecondary degree/diploma and/or 4 years of relevant experience.
You’re a certified professional. Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID). You have current accreditation and good standing for CIRO-ID licensing.
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.

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

Toronto-Eglinton Town Centre

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 dedicated client portfolio by creating comprehensive financial plans and providing exceptional investment advice. Proactively engage with new and existing clients to build lasting connections and deliver on the company's service approach.

Requirements

Requires a postsecondary degree or diploma and at least 4 years of relevant experience. Must hold current CIRO-ID accreditation and good standing, with additional AMF licensing requirements for Quebec.

Skills

Financial planning
Relationship management
Business development
Investment advice
Portfolio management
Client service
Networking
Sales planning
Credit solutions
Investment solutions
Community outreach
Financial advising

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-ID
Imperial Service
Financial Planning
Investment Advice
Business Development
Portfolio Management
AMF Licensing
CIFC
CSC
RRC
Relationship Management
Client Engagement
Banking
Credit Solutions
Investment Solutions
Networking
Community Involvement
Financial Advisor

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