Financial Advisor

1 month ago

Etobicoke, Canada CIBC Full time

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

What you'll be doing

As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, helping them secure their futures, own homes, and set up businesses. 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. Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships.- Business development - Deeply understand your local market and potential client base to create sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate 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 can demonstrate 1 - 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.- You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.- You’re a certified professional (IIROC). 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).- You’re a certified professional (CIRO-ID). You have current accreditation and good standing for CIRO-ID 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).- You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).- 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.
- Subject to p

  • Financial Advisor

    7 months ago

    Etobicoke, Canada Desjardins Financial Security Independent Network - Rexdale #278 Full time

    **BECOME A PART OF OUR SUCCESS STORY** At Desjardins, we are a Canadian leader in the life insurance and financial services industry and due to our exceptional growth; we are looking for highly motivated individuals to join our network at our Desjardins financial centre in Etobicoke as an Advisor/Broker for life insurance, living benefits, group insurance...

  • Junior Financial Advisor

    7 months ago

    Etobicoke, Canada Desjardins Financial Security Independent Network - Rexdale #278 Full time

    **Junior Financial Advisor (HLLQP/ MFDA)** At DFSIN Toronto west, we strive to be an inclusive and progressive financial centre, with advisors who are growing their own individual books of business. One of our advisors is looking to partner with a junior advisor/ administrator who can help promote, and grow their business, while developing into a trusted...

  • Financial Advisor

    8 months ago

    Etobicoke, Canada North America Insurance Depot Ltd Full time

    Insurance Depot LTD. is seeking driven individuals with a passion for business and finance to join our expanding Toronto team. As a **Financial Advisor**, you'll play a key role in driving revenue and fostering client relationships built on integrity and transparency. **Responsibilities include**: - Guiding clients on financial matters. - Generating new...

  • Financial Advisor

    9 months ago

    Etobicoke, Canada Insurance Depot Ltd Full time

    Insurance Depot LTD. is seeking driven individuals with a passion for business and finance to join our expanding Toronto team. As a **Financial Advisor**, you'll play a key role in driving revenue and fostering client relationships built on integrity and transparency. **Responsibilities include**: - Guiding clients on financial matters. - Generating new...

  • Financial Advisor

    8 months ago

    Etobicoke, Canada North America Insurance Depot Ltd Full time

    North America Insurance Depot LTD. is seeking driven individuals with a passion for business and finance to join our expanding Toronto team. As a **Financial Advisor**, you'll play a key role in driving revenue and fostering client relationships built on integrity and transparency. **Responsibilities include**: - Guiding clients on financial matters. -...

  • Associate Financial Advisor

    4 days ago

    Etobicoke, Canada The Cooperators-Patzan Insurance Agency Full time

    Summary: The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and...

  • Financial Aid Advisor

    5 months ago

    Etobicoke, Canada Humber Full time

    **Financial Aid Advisor - Office of the Registrar-Appendix D** - (30678) **Find Your Spot at Humber** - At Humber, our career paths open up a world of infinite possibilities for you to explore. People are at the heart of the Humber experience. Here, every day we work shoulder to shoulder to deliver excellence, and in doing so, we redefine what it means to...

  • Life Insurance Advisor

    7 months ago

    Etobicoke, Canada Desjardins Financial Security Independent Network - Rexdale #278 Full time

    BECOME A PART OF OUR SUCCESS STORY Are you looking for a new career? Something that you can build up on your timeframe? Are you a stay at home parent who is looking to get back into the work force? Are you looking for a career that offers you the flexibility to work where you want and the hours you want? What if you could do all that while working for one...

  • Life Insurance Advisor- Desjardins Brampton East

    7 months ago

    Etobicoke, Canada Desjardins Financial Security Independent Network - Rexdale #278 Full time

    BECOME A PART OF OUR SUCCESS STORY Are you looking for a new career? Something that you can build up on your timeframe? Are you a stay at home parent who is looking to get back into the work force? Are you looking for a career that offers you the flexibility to work where you want and the hours you want? What if you could do all that while working for one...

  • Financial Advisor

    3 months ago

    Etobicoke, Canada Scotiabank Full time

    Requisition ID: 208331 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...

  • Sales and Finance Advisor

    7 months ago

    Etobicoke, Canada APPROVED MOTORS Full time

    We are seeking a dynamic and motivated Sales & Financial Advisor to join our team. As a Financial Advisor, you will provide financial guidance and support to clients, helping them make informed decisions about their financial future. Job Duties - Conduct comprehensive financial assessments for clients - Develop personalized financial plans based on clients'...

  • Financial Services Officer

    2 months ago

    Etobicoke, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Why DUCA?** We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...

  • Insurance Advisor

    5 months ago

    Etobicoke, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for our Etobicoke, ON office. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a...

  • Financial Services Advisor

    7 months ago

    Etobicoke, Canada Gallant & Toole Inc. Full time

    Education: Bachelor's degree - Experience: 5 years or more **Tasks**: - Identify clients' financial goals and objectives - Supervise staff - Analyze clients' financial records - Develop financial plans for clients **Area of specialization**: - Financial planning - Financial examination - Financial investigation **Work conditions and physical...

  • Associate Financial Advisor

    7 months ago

    Etobicoke, Canada The Cooperators Full time

    As a Financial Services Specialist you will focus on developing and deepening client relationships by providing high quality sales and service advice in financial services. You will be responsible for driving sales growth in investments and life insurance through outbound prospecting, new client acquisitions, and adhering to regulatory requirements and...

  • Associate Financial Advisor

    7 months ago

    Etobicoke, Canada The Cooperators Full time

    As a Financial Services Specialist you will focus on developing and deepening client relationships by providing high quality sales and service advice in financial services. You will be responsible for driving sales growth in investments and life insurance through outbound prospecting, new client acquisitions, and adhering to regulatory requirements and...

  • Financial Services Representative

    2 weeks ago

    Etobicoke, Canada Billyard Insurance Group Rexdale Full time

    Our MissionWe are dedicated to providing unparalleled service and expertise to our clients, ensuring that they have access to the right insurance solutions at the right price. With a strong focus on building long-term relationships with our clients, we strive to become their trusted advisors and partners in achieving their financial goals.We believe in the...

  • Student Support Advisor

    4 weeks ago

    Etobicoke, Canada Humber Full time

    **Student Support Advisor, COWD - TPT (1-Year Contract)** - (31633) **Find Your Spot at Humber** At Humber, our career paths open up a world of infinite possibilities for you to explore. People are at the heart of the Humber experience. Here, every day we work shoulder to shoulder to deliver excellence, and in doing so, we redefine what it means to be a...

  • Admissions Advisor

    7 months ago

    Etobicoke, Canada Humber Full time

    **Admissions Advisor, Office of the Registrar - Appendix D** - (29119) **Find Your Spot at Humber** At Humber, our career paths open up a world of infinite possibilities for you to explore. People are at the heart of the Humber experience. Here, every day we work shoulder to shoulder to deliver excellence, and in doing so, we redefine what it means to be...

  • Financial Aid Officer

    7 months ago

    Etobicoke, Canada Humber Full time

    **Financial Aid Officer, Office of the Registrar - Appendix D (Lakeshore Campus)** - (29349) **Find Your Spot at Humber** At Humber, our career paths open up a world of infinite possibilities for you to explore. People are at the heart of the Humber experience. Here, every day we work shoulder to shoulder to deliver excellence, and in doing so, we redefine...