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Added 5 mins ago
TC
Service Advisor
Toromont Cat
Sudbury, ON
- Full-time
Toromont Cat is looking for a Service Advisor to join our team in Sudbury! This position will provide technical direction and accountability for scheduling all equipment repairs with both…
Added 5 mins ago
TC
Service Advisor - Mining
Toromont Cat
Sudbury, ON
- Full-time
Toromont Cat is looking for a Service Advisor-Mining to join our team in Sudbury! This position will provide technical direction and accountability for scheduling all equipment repairs with…
Added 6 mins ago
R
Private Banker
RBC
Calgary, AB
- Full-time
…right partner at the right time, such as a Wealth Management Advisor/Counsellor for long-term investment advice, or a Commercial Account Manager for a business…
Added 6 mins ago
P
Chef des ventes médicales - Québec et Est du Canada - Medical Sales Account Executive - Quebec and Eastern Canada
Philips
Montreal, QC
- Full-time
Added 6 mins ago
RB
Private Banker
Royal Bank of Canada
Calgary, AB
- Full-time
…right partner at the right time, such as a Wealth Management Advisor/Counsellor for long-term investment advice, or a Commercial Account Manager for a business…
Added 6 mins ago
RB
Associate
Royal Bank of Canada
Toronto, ON
- Full-time
…branch. You will provide administrative support to 2 Investment Advisor teams by ensuring all documentation or requests are done with a high attention to detail. The successful candidate…
Added 6 mins ago
TC
Senior Category Management Specialist
TJX Companies
ON · Mississauga, Ontario
- $76,620 to $107,268 CAD / year
- Full-time
Collaborates with Business Partners to drive value for the business, while maintaining high quality service standards. Ensures key Business Partner alignment and satisfaction. Participates…
Added 20 mins ago
NB
Associate
National Bank of Canada
Quebec, QC
- Full-time
…wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our…
Added 20 mins ago
NB
Banking Advisor
National Bank of Canada
Quebec, 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 20 mins ago
NB
Associate
National Bank of Canada
Rivière-du-Loup, QC
- Full-time
…wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients more precisely within the team Khalil Advisory Group,…
Added 20 mins ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-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 20 mins ago
NB
Banking Advisor
National Bank of Canada
Thetford Mines, 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
T
Audit Manager II, Canadian Business Banking and Credit Risk (1242)
TD
Toronto, ON
- Full-time
Act as the audit lead or audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action…
Added 21 mins ago
C
Sr. Financial Advisor CIRO-ID (Urban)
CIBC
Toronto, ON
- Full-time
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…
Added 21 mins ago
Sales Advisor - JP Hyundai
The Jim Pattison Auto Group
Port Coquitlam, BC
…bring a strong work ethic, energy, and a passion for customer…
Added 21 mins ago
DH
Administrative Assistant (Maternity Leave 12-14 months-Full time)
Daeco HR Consulting
Edmonton, AB
- Full-time
…professionalism, efficiency, and a commitment to delivering exceptional service to our esteemed…
Added 35 mins ago
N
Advisor, Personal Insurance (New Business)
Navacord
BC · British Columbia, Canada
- $45,000 to $70,000 CAD / year
- Full-time
The Advisor, Personal Insurance plays a crucial role in responding to inbound quote requests for Personal Insurance across various sales channels. The primary objective will be to meet or…
Added 35 mins ago
LV
Seasonal Host
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 35 mins ago
P
Chef des ventes médicales - Québec et Est du Canada - Medical Sales Account Executive - Quebec and Eastern Canada
Philips
Montreal, QC
- Full-time
Added 50 mins ago
P
Business Development Manager (Bilingual)
Purpose
Montreal, QC
- Full-time
…Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and…
Added 50 mins ago
T
Everyday Banking Representative
TEKsystems
Vancouver, BC
- $24 to $25 CAD / hour
- Contract
6 months+ of recent call centre or phone based customer service experience, taking a high volume of calls (40+ per day).
Added 50 mins ago
N
Account Manager, Commercial Insurance
Navacord
Vancouver, BC
- $65,000 to $90,000 CAD / year
- Full-time
The Account Manager, Commercial Insurance plays a pivotal role in delivering exceptional service to Navacord’s commercial clients. This role is responsible for managing day-to-day client…
Added 50 mins ago
A
Contract & Contingent Workforce Analyst
Adecco
Calgary, AB
- $55 to $70 CAD / hour
- Full-time
…insights. The Analyst works closely with the Category Management Advisor to translate approved commercial and contractual requirements into day-to-day operations and with the Contingent…
Added 50 mins ago
Casual Readiness Advisor - Rupertsland
NorQuest College
Edmonton, AB
Working with learners, internal departments, educational partners, and community organizations, the Readiness Advisor provides advising related to admissions, pathways, assessment, transfer…
Added 50 mins ago
Senior Lending Advisor - Spruceland Shopping Centre - Prince George, BC
Scotiabank
Prince George, BC
As a Senior Lending Advisor, you’ll help clients achieve their homeownership goals by delivering expert mortgage advice, strengthening relationships, and driving lending growth.

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: Jan 29, 2027
Experience: You have a postsecondary degree/diploma and/or 4 years of relevant experience.
Posting language: English
Posted: Nov 6, 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.

At CIBC, we seek individuals who value innovation, collaboration and client service. This posting is for a role we regularly recruit for to support our talent pipeline. Apply to be considered for future opportunities.

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

81 Bay Street, Banking 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 delivering expert investment advice. Proactively engage with clients to build lasting connections and drive business development through local market networking.

Requirements

Requires a postsecondary degree or diploma and at least 4 years of relevant experience. Must hold current CIRO-ID licensing and, for Quebec-based roles, AMF licensing and relevant financial planning certifications.

Skills

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

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
AMF
CIFC
CSC
RRC
Financial Planning
Investment Advice
Business Development
Portfolio Management
Relationship Management
Banking
Credit Solutions
Investment Solutions
Client Engagement
Networking
Sales Plan
Community Outreach
Financial Advisor
Imperial Service
Wealth Management

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