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Added 10 mins ago
C
Associate Financial Advisor
CIBC
Winnipeg, MB
- 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 10 mins ago
FC
Product Owner, Wealth Digital Experience
Fidelity Canada
Vancouver, BC · Mississauga, ON · Toronto, ON
- Full-time
Ability to understand client, advisor, and business needs and translate strategic objectives into action.
Added 10 mins ago
O
National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
…The core focus of this role is (1) to retain our high-value client base to increase consignment and sales volume and (2) drive revenue expansion through service penetration. This will be…
Added 10 mins ago
RF
Controller - ICI Roofing
Recruiting For Less
Toronto, ON
- $90,000 to $110,000 CAD / year
- Full-time
Our Etobicoke client, an established ICI roofing company in the GTA, is looking for a Controller.
Added 10 mins ago
CW
Senior Workplace Design Specialist
CTI Working Environments Inc.
Mississauga, ON
- Full-time
…workplace design, or a furniture dealership, you know how to turn client requirements into practical solutions that move from concept to…
Added 11 mins ago
TI
Executive Assistant
TalentMinded Inc.
New Westminster, BC
- Full-time
Reporting to a senior executive, our client is hiring an Executive Assistant to provide high-level executive support in a highly visible role. As our new Executive Assistant, you will act…
Added 11 mins ago
GC
Financial Controller
Genuine Comfort
Winnipeg, MB
- Full-time
Our client is hiring a Financial Controller to lead the day-to-day finance and accounting function and help build the financial infrastructure for its next stage of growth. You will bring…
Added 24 mins ago
Principal Strategic Deal Maker- Sales Executive
Capgemini
Mississauga, ON
The candidate would be expected to foster client relationships, work with Capgemini capabilities to help clients meet their business objectives, and to operationally manage the delivery and…
Added 24 mins ago
RB
Banking Advisor - East York, Scarborough (English and Mandarin/Cantonese or Greek Speaking)
Royal Bank of Canada
Toronto, 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…
Added 24 mins ago
RB
Client Advisor
Royal Bank of Canada
St. John's, NL
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 24 mins ago
RB
Associate
Royal Bank of Canada
Kamloops, BC
- Full-time
Provide a proactive client experience with a focus on problem resolution and attention to detail while coordinating with various departments and Portfolio Manager/Investment Advisor for…
Added 24 mins ago
RB
Client Advisor
Royal Bank of Canada
Winnipeg, MB
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 24 mins ago
RB
Associate
Royal Bank of Canada
West Vancouver, BC
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 24 mins ago
RB
Assistant Branch Operations Manager
Royal Bank of Canada
Toronto, ON
- Full-time
…and administrative support to the Branch Management Team and Advisor teams. In addition to managing client account activities and ensuring compliance standards are met, the Assistant Branch…
Added 24 mins ago
RB
Financial Advisor
Royal Bank of Canada
Chatham-Kent, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 24 mins ago
RB
Client Advisor
Royal Bank of Canada
South Cypress, MB · GLENBORO-SOUTH CYPRESS, Manitoba
- Part-time
Assists clients across all branch areas with everyday banking transactions, ensuring accurate service and adherence to client service standards while building operational knowledge.
Added 55 mins ago
V
Senior Manager
Visa
Toronto, ON
- Full-time
The Sr. Consultant Specialist, Client Success Manager is a client‑facing individual contributor role, acting as a subject‑matter expert across client operations, execution, and performance…
Added 55 mins ago
R
Financial Advisor Intern
RBC
Richmond, BC
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 55 mins ago
R
Banking Advisor - East York, Scarborough (English and Mandarin/Cantonese or Greek Speaking)
RBC
Toronto, 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…
Added 55 mins ago
R
Client Advisor
RBC
St. John's, NL
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 55 mins ago
R
Associate
RBC
Kamloops, BC
- Full-time
Provide a proactive client experience with a focus on problem resolution and attention to detail while coordinating with various departments and Portfolio Manager/Investment Advisor for…
Added 55 mins ago
ScotiaMcLeod Administrative Associate, Laval
Scotiabank
Laval, QC
by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Red Deer, AB
- 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 1 hour ago
NB
Banking Advisor
National Bank of Canada
Courtenay, 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 1 hour ago
NB
conseiller Bancaire
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…

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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