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Added 6 mins ago
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Municipality of North Grenville - Chief Administrative Officer
Phelps
North Grenville, ON
- Full-time
…businesses and community partners. The CAO will strengthen the Senior Leadership Team and key corporate functions, enhance financial oversight and service delivery, and ensure…
Added 20 mins ago
CI
Senior Advisor, Economic Resilience
Cuso International
Ottawa, ON
- Full-time
The Senior Advisor, Economic Resilience provides high-level technical leadership and strategic direction to design and implement programs that strengthen economic resilience, livelihoods,…
Added 20 mins ago
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Director, Strategic Account Management - Research Services (Bilingual)
Walmart
Mississauga, ON
- Full-time
Set and uphold a high bar for research excellence and client experience, serving as a senior research advisor on strategic, complex or high-risk engagements while empowering leaders and…
Added 35 mins ago
HC
Director of Facilities and Capital Infrastructure (2026-NON-FAC-321)
Hastings County
Belleville, ON
- Full-time
…the Chief Administrative Officer. As a member of the County's senior management team, the Director of Facilities and Capital Infrastructure provides leadership for the planning, operation,…
Added 35 mins ago
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Senior Private Banking Associate
CIBC
Thornhill, ON
- Full-time
…profit contribution to CIBC Private Wealth Management. As a Senior Private Banking Advisor, you will provide exceptional service to Private Banking clients by assisting them with their…
Added 35 mins ago
Manager, Partnership Development & Growth
Scotiabank
Ottawa, ON
Reporting to the Senior Manager, Strategic Partnerships & Growth, the Manager, Partnership Development & Growth is responsible for identifying, developing and launching new partnerships…
Added 35 mins ago
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RQ11309 – Solutions Designer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Solutions Designer with extensive experience designing and implementing solutions using Oracle Siebel CRM or Adobe Experience Manager (AEM). The ideal candidate will…
Added 35 mins ago
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District Vice President, Sales
CI Financial
Toronto, ON
- Full-time
…existing and prospective advisors; and educate and develop advisor knowledge of CI investment…
Added 35 mins ago
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Account Director
Citylitics Inc.
Toronto, ON
- Full-time
Proven ability to build credibility and productive relationships with senior executives and business leaders
Added 35 mins ago
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HR Manager
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Calgary, AB
- Full-time
Reporting to senior leadership, this role oversees HR operations across multiple locations and manages two direct reports (HR Coordinator and Payroll). The organization is entering a phase…
Added 35 mins ago
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GOAPRDJP000001053 – Shipping & Inventory Coordinator
S M Software Solutions Inc
AB · Edmonton, AB
- Internship
Receive stock, verify quantities received, and provide the packing slip and copies of the materials to the Senior Customer Service Advisor for receiving within 24 hours of the product being…
Added 51 mins ago
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Senior Acoustic and Vibration Engineer
AECOM
Burnaby, BC · Mississauga, Ontario
- $85,000 to $135,000 CAD / year
- Full-time
AECOM is seeking a Senior Acoustic and Vibration Engineer to join our team .
Added 58 mins ago
Director of Executive Client and Consulting Services
Treasury Board Secretariat
St. John's, NL
…and a commitment to organizational excellence. As a trusted advisor to senior leadership, the Director helps shape workforce strategies and solutions that support organizational objectives…
Added 1 hour ago
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Chief Financial Officer
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- From $200,000 CAD / year
- Full-time
Act as a trusted financial advisor to ownership and senior leadership
Added 1 hour ago
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Sr. Fraud & Identity Management Analytics Consultant
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Toronto, ON · Montreal, QC · CAN - Ontario - Toronto
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We are seeking a highly motivated Senior Fraud & Identity Management Consultant to engage with prospects and existing clients by providing experienced pre- and post-sales consulting on…
Added 3 hours ago
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Manager
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AB · Edmonton, AB
- Full-time
…management, and continued growth of the Research Centre. Reporting to senior leadership, the Manager oversees research administration, stakeholder engagement, research development, funding…
Added 3 hours ago
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Toronto, ON
- Full-time
…which questions to ask to drive results. Acting as a trusted advisor to brand teams and cross-functional leaders across Marketing, Sales, Finance, Medical, Market Access, and Patient…
Added 4 hours ago
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Expert advisor
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- Full-time
A career as a Financial Planning Expert Advisor with
Added 5 hours ago
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Transition Company: Assisted Living Alberta Classification: Advisor Union: Exempt Unit and Program: ALA Corporate Office Primary Location: Seventh Street Plaza Location Details: As Per…
Added 5 hours ago
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Customer Care Coordinator
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Build strong client relationships and act as a trusted advisor.
Added 6 hours ago
Group Account Director
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Lead and coach Account Directors and Senior Account Managers to raise performance and consistency.
Added 8 hours ago
TL
Senior Legal Counsel
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- 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 8 hours ago
MC
Manager, Revenue Accounting & Reporting
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Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish^® Canada
Added 10 hours ago
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National Accounts Director
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Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
Reporting directly to the Senior Director, Commercial Sales and Strategy, the ideal candidate brings a strong background in relationship management, operational execution, and…
Added 10 hours ago
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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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