Posted: June 22, 2026
Financial Advisor - CIBC, Richmond Hill, ON is listed at CIBC in Richmond Hill, ON. The Beaver Board aggregates this opening from the employer's career page — apply using the button below to reach the official application. Browse more jobs at CIBC.
As a Financial Advisor within CIBC's Imperial Service Team in Richmond Hill, you will be instrumental in cultivating and expanding a dedicated client portfolio. This role requires a relationship-oriented approach, where you will act as a single point of contact for your clients, guiding them through their financial journey. Your primary responsibility will be to deliver comprehensive financial services support and exceptional client service, helping individuals and families plan for today’s needs and tomorrow’s aspirations. You will make lasting connections, providing tailored financial advice to help clients secure their futures, achieve homeownership, and establish businesses. A key aspect of this position involves focusing on each client experience, connecting on a personal level to make every interaction meaningful. You will provide bespoke advice and solutions across all areas of financial planning, including day-to-day banking, investments, lending, and estate planning. Furthermore, you will actively cultivate your network to establish new client relationships, deeply understanding your local market and potential client base to create effective sales plans. Leveraging CIBC’s extensive range of credit and investment solutions, you will employ a needs-based approach, ensuring satisfied, loyal clients and generating increased referrals. Community involvement is also valued, as you will heighten the CIBC brand awareness by participating in local events and outreach activities, growing your network to make future opportunities.
To succeed in this vital Financial Advisor role at CIBC, candidates must demonstrate a profound commitment to putting clients first. You will engage with purpose to find the right financial solutions, consistently going the extra mile because it is the right thing to do for every client. Passion for people is essential, as you will find meaning in relationships and connect with others through respect and authenticity, building a diverse network of partners. Acting like an owner, you will thrive when empowered to take initiative, go above and beyond, and deliver results that make a difference. Being goal-oriented is key, as you will be motivated by accomplishing your objectives and delivering your best. Specifically, applicants must possess 1 to 3 years of experience in providing financial advice to clients and a proven track record of establishing strong relationships while consistently achieving performance targets. You must be a certified professional (CIRO-MFD) with current accreditation and good standing in The Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), or Investment Funds in Canada Course (IFC), meeting all eligibility requirements for CIRO-MFD licensing. For Quebec-based applicants, current AMF licensing and successful completion of CIFC or CSC to support AMF licensing, along with Registered Retirement Consultant (RRC) certification, are required. Values matter deeply at CIBC, and you are expected to bring your authentic self to work, living our core values of trust, teamwork, and accountability.
