Senior Financial Advisor
3 days ago
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
What you'll be doing
As a member of the Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor / Senior Financial Services Specialist in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future. 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 - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships. Cultivate your network to establish new client relationships.
Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to build connections, create opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.
Who you are
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
You embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best.
You can demonstrate 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.
You’re a certified professional (IIROC - Ontario). You have current accreditation and good standing for IIROC licensing requirements; Canadian Securities Course (CSC) written within the past 3 years is required upon hire, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), Personal Financial Planner (PFP) within 24 months of hire. You have, or are willing to obtain before your start date, the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI).
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
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 we provide an accessible candidate experience. If you need accommodation, please contact
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location Whitby-308 Taunton Rd.E,Unit 1
Employment Type Regular
Weekly Hours 37.5
Skills Business Development, Client Relationship Management, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented #J-18808-Ljbffr
-
Senior Financial Advisor
7 days ago
Whitby, Canada CIBC Full timeWe’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...
-
Whitby, Canada Canadian Imperial Bank of Commerce Full timeAssociate Financial Services Specialist/Associate Financial Advisor page is loaded Associate Financial Services Specialist/Associate Financial Advisor Apply locations Whitby, ON time type Full time posted on Posted Yesterday job requisition id 2414327 We’re building a ...
-
Whitby, Canada Canadian Imperial Bank of Commerce Full timeAssociate Financial Services Specialist/Associate Financial Advisor page is loaded Associate Financial Services Specialist/Associate Financial Advisor Apply locations Whitby, ON time type Full time posted on Posted Yesterday job requisition id 2414327 We’re building a ...
-
Senior Financial Advisor
1 day ago
Whitby, Canada Scotiabank Full timeRequisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented...
-
Senior Financial Advisor
3 weeks ago
Whitby, Canada Scotiabank Full timeRequisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented...
-
Senior Financial Advisor
3 weeks ago
Whitby, Canada Scotiabank Full timeRequisition ID: 200755Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be…Senior Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
-
Financial Advisor-whitby Main Branch
3 weeks ago
Whitby, Canada Scotiabank Full timeRequisition ID: 179631 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
-
Outside Sales Advisor
2 weeks ago
Whitby, Canada Limcan Heating & Air Conditioning Full timeSelf-motivated and driven to exceed goals and expectations - Strong organizational, time-management and prioritization skills as well as solid analytical and problem solving abilities - Excellent verbal and written communication, interpersonal and presentation skills and the ability to establish and develop strong relations with customersSpecific...
-
Ethics and Equity Advisor
1 week ago
Whitby, Canada Ontario Power Generation Full time**Location**:Whitby, ON, CA, L1N 9Y9**Req ID**:44868**Status**:Contract (18 months)**Working Conditions**: Hybrid Working Environment**Education Level**:University Degree or College Diploma in Human Resources, Law or related studies**Location**: Whitby or Toronto or Thunder Bay, ON**Number of Position(s)**: 1**Travel**: 10%**Deadline to Apply**:February...
-
Outside Sales Advisor
3 weeks ago
Whitby, Canada Limcan Heating & Air Conditioning Full time**Requirements**: - Self-motivated and driven to exceed goals and expectations - Strong organizational, time-management and prioritization skills as well as solid analytical and problem solving abilities - Excellent verbal and written communication, interpersonal and presentation skills and the ability to establish and develop strong relations with...
-
Outside Sales Advisor
3 weeks ago
Whitby, Canada Right Time Group of Companies Full time**Requirements**: - Self-motivated and driven to exceed goals and expectations - Strong organizational, time-management and prioritization skills as well as solid analytical and problem solving abilities - Excellent verbal and written communication, interpersonal and presentation skills and the ability to establish and develop strong relations with...
-
Outside Sales Advisor
1 week ago
Whitby, Canada Right Time Group of Companies Full time**Requirements**: Self-motivated and driven to exceed goals and expectations Strong organizational, time-management and prioritization skills as well as solid analytical and problem solving abilities Excellent verbal and written communication, interpersonal and presentation skills and the ability to establish and develop strong relations with...
-
Ethics and Equity Advisor
2 weeks ago
Whitby, Canada Ontario Power Generation Full timeLocation:Whitby, ON, CA, L1N 9Y9Req ID:44867Status:Contract (18 months)Working Conditions: Hybrid Working EnvironmentEducation Level:University Degree or College Diploma in Human Resources, Law or related studiesLocation: Whitby or Toronto or Thunder Bay, ONNumber of Position(s): 2Travel: 10%Deadline to Apply:November 30th, 2023Electrify your career and help...
-
Financial Services Associate
2 weeks ago
Whitby, Canada CIBC Full timeWe’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...
-
Sr. Financial Analyst
4 weeks ago
Whitby, Canada Robert Half Full timeAre you a skilled finance professional looking for an opportunity in the finance field? A company in the Whitby, Ontario area has a dire need for a Senior Financial Analyst. Qualified candidates should apply via Robert Half. This position is directly responsible for operationilizing and cultivating data-driven planning processes and improving upon monthly...
-
General Manager
3 weeks ago
Whitby, Canada Amica Senior Lifestyles Full time**Job Description**: **_ General Manager_** **_ Amica Whitby_** **_ Full Time_** Amica Senior Lifestyles is setting a new standard for senior living in Canada by combining unparalleled premium hospitality and amenities with expert care and support to deliver a personalized senior living experience. Committed to enriching the lives of seniors now and as...
-
Financial Advisor Trainee-durham Region
3 weeks ago
Whitby, Canada Scotiabank Full timeRequisition ID: 172387 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network you will be provided in-depth training designed to allow...
-
Client Advisor
2 weeks ago
Whitby, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service...
-
Client Advisor
6 days ago
Whitby, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service...
-
Whitby, Canada CIBC Full timeWe’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...
