Posted: May 22, 2026
Aggregated from workday. View original posting at cibc.wd3.myworkdayjobs.com. Apply directly with the employer.
CIBC is building a relationship-oriented bank for the modern world, seeking talented, passionate professionals dedicated to client success. At CIBC, we empower our team members to make a meaningful impact, valuing their strengths and contributions.
As a Financial Advisor within the Personal and Business Banking Team, you will cultivate and expand a dedicated client portfolio. This involves comprehensive relationship management, providing financial services support, and delivering exceptional client service.
You will embody CIBC's Imperial Service approach, serving as a primary point of contact for clients, guiding them in planning for both immediate needs and future aspirations. Your role involves building lasting connections and offering expert financial advice to help clients secure their futures, achieve homeownership, and establish businesses.
Key responsibilities include engaging with clients to provide tailored advice and solutions across all financial planning areas, such as day-to-day banking, investments, lending, and estate planning. You will proactively cultivate your network to establish new client relationships.
You will also drive business development by understanding the local market, converting leads into new clients, and leveraging CIBC’s range of credit and investment solutions to ensure client satisfaction and generate referrals. Additionally, you will enhance CIBC's brand presence through community involvement, attending local events, and participating in marketing activities to grow your network and create future opportunities.
This role requires flexibility to work banking centre hours, which may include evenings and weekends, and to operate from multiple banking centres within a reasonable travel distance to ensure a great client experience. The position is full-time on-site.
You possess a postsecondary degree or diploma, or have a minimum of four years of relevant experience. You are a certified professional with current accreditation and good standing for Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) licensing.
For Quebec-based candidates, current accreditation and good standing in AMF licensing is required. This includes successful completion of the Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, along with Registered Retirement Consultant (RRC) certification. Completion of CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790) are considered assets.
You consistently prioritise clients, engaging with purpose to identify appropriate solutions and going the extra mile. You are passionate about people, finding meaning in relationships and connecting with a diverse network through respect and authenticity. You demonstrate ownership by taking initiative, exceeding expectations, and delivering results. You are goal-oriented, driven by achieving objectives and making a difference. You embody values of trust, teamwork, and accountability, bringing your authentic self to work.
At CIBC, your professional growth is a priority. We focus on your strengths and ambitions, striving to create opportunities that tap into your full potential, offering a career path rather than just employment.
We provide meaningful and personalised recognition, including a competitive salary, incentive pay, banking benefits, a comprehensive benefits program*, a defined benefit pension plan*, an employee share purchase plan, a generous vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our modern workspaces and technological tools facilitate collaboration and the creation of innovative solutions for our clients. We foster a culture that supports ambition through initiatives like Purpose Day, a paid day off dedicated to your personal growth and development.
*Subject to plan and program terms and conditions.
