CIBC

Financial Services

AssociateFinancialAdvisor

CA$60–85k ~AI est. Barrie, Ontario, Canada FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Associate Financial Advisor at CIBC. Skills: Client engagement, Relationship building, Business development. Meet clients to understand priorities. Advise clients on solutions”

What You'll Achieve.

Achieve financial goals; Deepen client relationship; Achieve sales results

Industry & Context.

Financial Services
Problems you'll solve

Critical thinking skills

Eligibility Requirements

Work at multiple banking centres, Work banking centre hours, Work evenings and weekends

What They're Looking For.

Must Have

2 – 3 years experience providing financial advice, Achieving sales results through advice-based conversations, Current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada), Meet eligibility requirements for CIRO-MFD licensing

Nice to Have

Current accreditation and good standing in CFSA (Certificate of Financial Services Advice)

What You'll Do.

Meet clients to understand priorities

Advise clients on solutions

Provide forward-looking financial plan

Ensure clients' investment needs are met

Ensure clients' financial needs are met

Ensure clients' credit needs are met

Provide comprehensive retail banking offer

Make formal introduction to colleagues

Engage in marketing activities

Engage in outreach activities

Deepen existing relationships

Create relationships by networking

Refer to appropriate partners

Call existing clients

Call potential clients

Identify opportunities for growth

Identify opportunities for revenue

Engage in community events

Engage in banking centre events

Enhance CIBC presence

Become a technology expert

Introduce clients to mobile banking applications

Help clients manage banking needs

How You'll Work.

Team & Collaboration

Work as one team; Appropriate partners

Communication Scope

Client meetings

Full 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](https://www.cibc.com/en/about-cibc.html) At CIBC, we are committed to creating an inclusive environment that reflects the diversity of our clients and our communities. We encourage candidates from historically under-represented in financial services including women, Indigenous peoples, persons with disabilities, people of color including members of the Black community and the LGBTQ+ community to apply. **What you’ll be doing** As 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. 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 -** Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients’ investment, financial and credit

Free ATS check

Applying for this Associate Financial Advisor role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Workday

  • Workday has a multi-step form — save your progress after every section.
  • "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
  • Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
  • Job requisition numbers are useful when following up with HR by email.

ANONYMOUS · UNFILTERED

What do employees actually say about CIBC?

Real rants from real employees. Read before you apply.

Read Company Rants →