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Financial Advisor CIRO- (Urban

Job in Bradford West Gwillimbury, Barrie, Ontario, L9J, Canada
Listing for: CIBC
Full Time position
Listed on 2026-07-15
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 65000 - 90000 CAD Yearly CAD 65000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Financial Advisor CIRO-ID (Urban)
Location: Bradford West Gwillimbury

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.

What You'll Be Doing

  • As a member of the Imperial Service Team, build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
  • Deliver on CIBC’s Imperial Service approach, acting as a single point of contact for clients and helping them plan for today’s needs and tomorrow’s goals.
  • Make lasting connections and provide the right financial advice to help clients secure their futures, own homes, and set up businesses.

How You'll Succeed

  • Client engagement – Focus on each client experience, connect on a personal level, provide tailored advice and solutions in all areas of financial planning including day‑to‑day banking, investments, lending and estate planning, and cultivate your network to establish new client relationships.
  • Business development – Deeply understand your local market and potential client base to create a sales plan that converts leads into new clients, delivering bottom‑line results with CIBC’s wide range of credit and investment solutions.
  • Community involvement – Heighten CIBC brand awareness by attending local events and participating in marketing and outreach activities, growing your network to create lasting connections that generate future opportunities.

Who You Are

  • You put our clients first, engaging with purpose to find the right solutions and going the extra mile.
  • You’re passionate about people, find meaning in relationships, and surround yourself with a diverse network of partners.
  • You act like an owner, thrive when empowered to take initiative, and deliver results.
  • You hold a postsecondary degree, diploma, and/or have 4 years of relevant experience.
  • You are goal oriented and motivated by accomplishments, delivering your best to make a difference.
  • You are a certified professional with CIRO‑ and good standing, or have Canadian Securities Course (CSC) / Canadian Investment Funds Course (CIFC) and AMF licensing for Quebec, and are a Registered Retirement Consultant (RRC).
  • You value trust, teamwork, and accountability, bringing your real self to work.

What CIBC Offers

  • Competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support and a points‑based recognition program.
  • Spaces and technological tools that support collaboration and innovation.
  • Culture initiatives such as Purpose Day – a paid day off dedicated to your growth and development.

What You Need To Know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel they belong, providing an accessible candidate experience and accommodation for applicants.
  • All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
  • You must be legally eligible to work at the specified location, and, where applicable, have a valid work or study permit.
  • CIBC may use artificial intelligence tools during the recruitment process to learn about you.
  • You may be asked to complete assessment and skills tests, including simulation, coding or French proficiency.
  • Subject to plan and program terms and conditions.

Job Location

Bradford – 549 Holland St., W.

Employment Type

Regular

Weekly Hours

37.5

Skills

  • Business Development, Client Service, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results‑Oriented.
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