Associate Financial Advisor
Listed on 2026-07-10
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Finance & Banking
Financial Sales, Financial Advisor / Consultant, Bank Customer Service, Banking & Finance
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 team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
What you’ll be doingAs a member of the Personal and Business Banking team, you’ll work in a fast‑paced Banking Centre where you’ll make a meaningful 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, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship.
You’re flexible to work our banking centre hours which may include evenings and weekends, and to work at multiple banking centres within a reasonable travel distance. To successfully perform the work, you’ll be on‑site full‑time.
- Client engagement – Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward‑looking financial plan.
- Relationship building – Engage in marketing and outreach activities to show clients you value them and their communities; grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
- Business development – Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential clients to identify opportunities for future growth and revenue. Engage in community and banking centre events such as business development events, client acknowledgement programs, and client appreciation day to create and enhance CIBC presence and gain market share.
- Leveraging technology – Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.
You put our clients first, engage with purpose to find the right solutions, go the extra mile, and are goal‑oriented. You’re motivated by accomplishing goals and delivering your best, paying attention to detail, and using critical thinking to inform decision making. You’re passionate about people, find meaning in relationships, and surround yourself with a diverse network of partners. You love to learn, have a strong sense of curiosity, and bring your real self to work.
Qualifications- 2–3 years of experience providing financial advice to clients and achieving sales results through advice‑based conversations.
- Certified professional with current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and must meet eligibility requirements for CIRO‑MFD licensing.
- Additional accreditation in CFSA (Certificate of Financial Services Advice) is an asset.
- Strong communication and interpersonal skills, customer‑service orientation, and a proven ability to build and maintain client relationships.
- Competitive salary and incentive pay.
- Banking benefits, a benefits program, defined benefit pension plan, and employee share purchase plan.
- Vacation offering, wellbeing support, and Moment Makers, our social, points‑based recognition program.
- Technology tools and flexible work environment to help you thrive.
- Purpose Day – a paid day off dedicated for your personal growth and development.
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 provide an accessible candidate experience. You need to be legally eligible to work at the specified location(s) and, where applicable, must have a valid work or study permit.
Job DetailsLocation:
Prince George – Spruce Land Centre
Employment Type:
Regular
Weekly
Hours:
37.5
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