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Added 1 hour ago
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Account Manager
d8eedab5-d750-47d2-ba1f-8bfec4820a1f
Oakville, ON
- Full-time
Develop trusted advisor relationships with key accounts and customer stakeholders
Added 2 hours ago
TL
Senior Legal Counsel
Toronto Lawyers Association
Oakville, ON
- Full-time
The Senior Legal Counsel is a trusted advisor and senior deputy to the General Counsel, Canada, partnering with senior leaders to enable business growth, manage enterprise risk and support…
Added 2 hours ago
MC
Communications Coordinator (12-month contract)/Coordonnateur ou coordonnatrice des communications (contrat 12 mois)
Make-A-Wish Canada
Halifax, NS
- Full-time
Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish^® Canada
Added 2 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 2 hours ago
MC
Bilingual Donor Care Representative (12-month contract)
Make-A-Wish Canada
Calgary, AB
- Full-time
Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish^® Canada
Added 3 hours ago
BC
Director of People & Culture
Bulk Carriers (P.E.I.) Limited
Clyde River, PE
- Full-time
The Director oversees the full employment lifecycle, including recruitment strategy, onboarding, training and development, performance management, employee relations, benefits…
Added 3 hours ago
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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 4 hours ago
Pharmacist - Lions Gate Hospital
Fraser Health
North Vancouver, BC
…where you work, and the people around you. From the financial advisor handling our health care resources, to the IT professional enabling life-saving data, to the nurse and physician on the…
Added 4 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 4 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 4 hours ago
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Director, US Immigration
KPMG
ON · Toronto, Ontario
- Full-time
As a Director, you will act as a trusted advisor to clients, taking ownership of complex US immigration matters and providing practical, business-focused legal advice. You will develop…
Added 4 hours ago
UO
Senior Workday Architect
University of Waterloo
Waterloo, ON
- Full-time
Acts as a trusted architectural advisor to Enterprise Systems, HR, Payroll, Finance, and IST leaders.
Added 4 hours ago
UO
Student Services Support Coordinator
University of Waterloo
Stratford, ON · Digital Media Stratford
- Full-time
Faculty of Arts - Stratford School of Interaction Design and Business - Administration and Recruitment
Added 4 hours ago
UO
Senior Labour Relations Consultant
University of Waterloo
Waterloo, ON · Ira G. Needles Hall
- Full-time
…Deans and other senior leaders, the Office supports faculty recruitment, retention, performance management, professional development, and faculty relations, while providing strategic advice…
Added 4 hours ago
UO
Scrum Master and Project Manager
University of Waterloo
Waterloo, ON
- Full-time
Added 4 hours ago
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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 4 hours ago
KC
Director, US Immigration
KPMG Canada
Toronto, ON
- Full-time
As a Director, you will act as a trusted advisor to clients, taking ownership of complex US immigration matters and providing practical, business-focused legal advice. You will develop…
Added 4 hours ago
D
Senior Advisor, Business development and sales support
Desjardins
Laval, QC · Montreal, QC · Saint-Jérôme, QC
- Full-time
As a senior sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…
Added 4 hours ago
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Mechanical Engineering Lead, Data Centers
AECOM
Markham, ON
- $145,000 to $195,000 CAD / year
- Full-time
…successful candidate will serve as a technical leader, client advisor, mentor, and project contributor, helping to expand AECOM's rapidly growing Data Center practice. This is a newly…
Added 4 hours ago
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Electrical Engineering Lead, Data Centers
AECOM
Markham, ON
- $145,000 to $195,000 CAD / year
- Full-time
…successful candidate will serve as a technical leader, client advisor, mentor, and project contributor, helping to grow AECOM's rapidly expanding Data Center practice. This is a newly…
Added 6 hours ago
PC
Data & AI Transformation Director
PwC Canada
Toronto, ON
- Full-time
Build trusted advisor relationships with CIOs, CTOs, Chief Data Officers, technology leaders, and business executives.
Added 6 hours ago
S
Beauty Advisor - Part Time
sephora.com
Regina, SK
- $17 to $20 CAD / hour
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 7 hours ago
S
Services Lead, Stores - Full Time
sephora.com
Vancouver, BC
- $22.85 to $28.55 CAD / hour
- Full-time
…we utilize Artificial Intelligence (AI) technologies in our recruitment process to assist in the initial screening and evaluation of…
Added 7 hours ago
EC
Power Systems Automation Specialist/ Spécialiste en automatisation des systèmes électriques
Eaton Corporation
Dartmouth, NS · Kitchener, ON · Milton, ON · Mississauga, ON · Ottawa, ON · Laval, QC
- Full-time
Act as a trusted technical advisor to customers throughout the project lifecycle.
Added 7 hours ago
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IT Operations US & Canada Business Relationship Manager
Eaton Corporation
Airdrie, AB · Calgary, AB · Burlington, ON
- Full-time
As a trusted advisor and the day-to-day IT partner for plant managers and operations leaders, the BRM drives plant-level IT execution and alignment between business and technology…

CIBC

Sr.Financial Advisor - CIRO-MFD/AMF

Penticton, BC, Canada

Full-time

Apply About employer

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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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