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Added 1 hour ago
R
Client Advisor
RBC
Langley (District), BC
- Full-time
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Added 2 hours ago
RB
Client Advisor
Royal Bank of Canada
Iqaluit, NU
- Full-time
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Added 2 hours ago
RB
Investment Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but…
Added 2 hours ago
C
Agentic AI Architect
CGI
Toronto, ON
- Full-time
The Emerging Technologies team in Global Technology and Operations (GTO) Canada at CGI is a trusted Data, Cloud and AI advisor and go-to implementation partner for our global clients' Data…
Added 2 hours ago
A
Americas Marketing Lead - Transport
Arup
Toronto, ON
- Full-time
…the context of Arup’s client and market focus, acting as an advisor to the businesses (Rail, Aviation, Roads and Streets, and Maritime) and will support effective market positioning for our…
Added 2 hours ago
Financial Advisor - Calgary, AB (September, 2027)
Scotiabank
Calgary, AB
…achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,…
Added 2 hours ago
Financial Advisor - Nelson Road, Saskatoon, Saskatchewan
Scotiabank
Saskatoon, SK
…achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,…
Added 2 hours ago
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Associate Financial Advisor
CIBC
Fort St. John, BC · Fort Saint John
- 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 3 hours ago
UO
Facility Operations Specialist - Active Living, Faculty of Kinesiology
University of Calgary
Calgary, AB
- Full-time
…exceptional experiences through our facilities, programs, and services, fostering lifelong active living for…
Added 3 hours ago
UO
Lead, Program Partnerships & Projects, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Full-time
Leads consultation and discovery activities to identify opportunities for new programs, alternative credentials, products, services, and collaborative initiatives.
Added 3 hours ago
UO
Alumni Program Specialist, AR Programs & Services, VP Development and Alumni
University of Calgary
Calgary, AB
- Full-time
The AR Programs & Services within VP Development and Alumni is currently seeking a Full-time Temporary Relief Alumni Program Specialist for approximately 6 months.
Added 3 hours ago
Financial Advisor - Port Hope (37.5 hours/week)
Scotiabank
Port Hope, ON
…achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,…
Added 3 hours ago
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Estate Planning Assistant, Wood Gundy-Bilingual
CIBC
Montreal, QC
- Full-time
Client Service – Distribute client anniversary statements and notifications to the appropriate Investment Advisor on a timely basis. Follow-up with the Investment Advisors to ensure timely…
Added 3 hours ago
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Senior Insurance Advisor
BCAA
Vancouver, BC · Cambie Village
- Full-time
As a Senior Insurance Advisor, you’ll build strong, trusting client relationships by helping our customers select the right mix of insurance products and services to meet their life’s…
Added 3 hours ago
MR
Academic Advisor
Mount Royal University
Calgary, AB
- Part-time
While the Academic Advisor reports centrally through the Manager, Academic Advising, they work in collaboration with their assigned Faculty to ensure their advising practices align with…
Added 3 hours ago
D
Manager, M&A Execution, Human Capital
Deloitte
Toronto, ON
- Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 4 hours ago
RB
Client Advisor - Casual
Royal Bank of Canada
London, ON
- Part-time
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Added 4 hours ago
RB
Banking Advisor
Royal Bank of Canada
Moose Jaw, SK
- Full-time
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Added 4 hours ago
R
Client Advisor Intern
RBC
Ajax, ON
- Part-time
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Added 4 hours ago
R
Investment Advisor
RBC
Toronto, ON
- Full-time
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but…
Added 4 hours ago
R
Client Advisor
RBC
Iqaluit, NU
- Full-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 4 hours ago
FH
Pharmacy Technician - Squamish General Hospital
Fraser Health
North Vancouver, BC
- Part-time
Get to know Lower Mainland Pharmacy Services:
Added 4 hours ago
EC
Director, Communications and Engagement
ErinoakKids Center for Treatment and Development
Mississauga, ON
- Full-time
As a member of the leadership team, the Director serves as a key advisor on organizational reputation, and contributes to planning, decision-making, and organizational change initiatives.
Added 4 hours ago
RD
Investment Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but…
Added 4 hours ago
SB
Human Resources Director
Strik, Baldinelli, Moniz Ltd.
London, ON
- Full-time
…clients across Southwestern Ontario. We offer a wide range of services including Geomatics, Planning, and Civil, Structural, Mechanical, and Electrical engineering. Our team of over 130…

CIBC

Sr.Financial Advisor - CIRO-MFD/AMF

Penticton, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 27, 2026
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 Personal and Business Banking 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, 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 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).
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

Penticton-399 Main St

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 service. Proactively engage with new and existing clients to build lasting connections and deliver tailored investment and credit solutions.

Requirements

Requires 1.5 to 3 years of experience in a financial advisory role and professional certifications including CIRO-MFD. Candidates must hold or be eligible for relevant industry accreditations such as CSC, CIFC, or AMF licensing.

Skills

Financial advising
Relationship management
Portfolio management
Business development
Client service
Financial planning
Investment advice
Networking
Sales planning
Credit solutions
Investment solutions
Community outreach
Market analysis
Goal setting
Communication

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

Financial Advisor
CIRO-MFD
AMF
CSC
CIFC
IFC
PFP
RRC
Portfolio Management
Business Development
Financial Planning
Investment Advice
Relationship Management
Banking
Client Engagement
Sales Plan
Credit Solutions
Investment Solutions
Networking
Community Involvement
Personal Banking
Business Banking
Imperial Service
Financial Services
Wealth Management

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