Financial Advisor

7 months ago


Cambridge, 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

**Job Description**:
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 clients 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 plans 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’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.- You can demonstrate 1 - 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.- You’re a certified professional (MFDA). You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing.- 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).- You’re a certified professional (MFDA - Ontario). You have current accreditation and good standing in the Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing. 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 health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, points-based recognition program- Our spaces and technological toolkit will make



  • Cambridge, Ontario, Canada Your Neighbourhood Credit Union Full time

    We are seeking a highly skilled Strategic Community Financial Advisor to join our team at Your Neighbourhood Credit Union (YNCU). As a key member of our organization, you will play a vital role in building strong relationships with our members and providing exceptional financial guidance.As a trusted financial advisor, you will help members navigate their...


  • Cambridge, Ontario, Canada Royal Bank of Canada> Full time

    Company OverviewThe Royal Bank of Canada is a leading financial institution committed to empowering individuals and businesses to achieve their goals. As an Investment Advisor, you will be part of a dynamic team that provides expert guidance and support to clients in navigating complex financial markets.SalaryThe estimated annual salary for this position is...


  • Cambridge, Ontario, Canada Scotiabank Full time

    Scotiabank is a leading bank in the Americas, guided by its purpose of helping customers achieve success.About the RoleA Senior Financial Advisor and Wealth Strategist will play a key role in building strong customer relationships and delivering tailored financial solutions to meet their needs. As a trusted advisor, you will educate customers on relevant...

  • Mortgage Advisor

    1 month ago


    Cambridge, Canada BMO Financial Group Full time

    142 Dundas Street Cambridge Ontario,N1R 5P1 Join BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Advisor can offer you all that and much more. Expect to fill an important and rewarding role - helping...


  • Cambridge, Ontario, Canada Royal Bank of Canada> Full time

    Job OverviewWe are seeking a highly skilled and client-focused Financial Advisor to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for providing exceptional advice and guidance to our clients, helping them achieve their financial goals.


  • Cambridge, Canada Scotiabank Full time

       Requisition ID: 210139Join 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

    7 months ago


    Cambridge, Canada Cowan Insurance Group Full time

    You’re **innovative and entrepreneurial** — retaining and growing a financial advisory practice, with an unbiased approach to products and solutions, motivates you. You’re a **relationship builder** — striking a meaningful conversation with a client, industry partner or colleague excites you. You’re a **problem solver **- offering unique,...

  • Associate Advisor

    3 months ago


    Cambridge, Canada Steward Group Inc. Full time

    **The most exciting parts of this job** **Joining a work family that legit cares about one another. **The #StewCrew is tight. Our office is warm, chill, and positive. We’ll celebrate your birthday, include you in conferences, introduce you to all of our clients, hug you when you're sad, etc. Our culture is our magic, so we’re looking for chemistry and...


  • Cambridge, Canada Intact Financial Corporation Full time

    JOB DESCRIPTION Our employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you’re bringing this purpose to life alongside a passionate community of experts. Feel empowered to learn and grow while being valued for who you are– here, diversity is...


  • Cambridge, Canada Cambridge Ford Full time

    **Job description** Exciting Opportunity: Full-time Service Advisor Position Are you a customer-centric professional with a passion for the automotive industry? Do you thrive in a fast-paced, dynamic environment? We have an exciting career opportunity for a skilled Service Advisor at Cambridge Ford. **About Us**: Cambridge Ford is a leading automotive...


  • Cambridge, Ontario, Canada Royal Bank of Canada Full time

    Royal Bank of Canada seeks a highly motivated and results-driven Investment Advisor to join our team. As an Investment Advisor, you will have the opportunity to build lasting relationships with high-net-worth individuals, families, and business owners, providing personalized financial planning and investment advice to help them achieve their goals.


  • Cambridge, Canada Cambridge Ford Full time

    **Exciting Opportunity: Full-time Service Advisor Position** Are you a customer-centric professional with a passion for providing excellent customer service? Do you thrive in a fast-paced, dynamic environment? We have an exciting and rare career opportunity for a skilled Service Advisor at the All-New Cambridge Ford. **The Best of the Best - About Us**: -...


  • Cambridge, Canada Cambridge Ford Full time

    **Exciting Opportunity: Full-time Service Advisor Position** Are you a customer-centric professional with a passion for providing excellent customer service? Do you thrive in a fast-paced, dynamic environment? We have an exciting and rare career opportunity for a skilled Service Advisor at the All-New Cambridge Ford. **The Best of the Best - About Us**: -...


  • Cambridge, Ontario, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. This position is ideal for individuals who are passionate about providing exceptional customer service and have a strong understanding of financial products and services.Key Responsibilities:Take a proactive approach to...

  • Financial Advisor

    7 months ago


    Cambridge, Canada Cowan Insurance Group Full time

    You’re a sales-driven entrepreneur— proactively getting new clients and business motivates you.You’re a relationship builder — striking a meaningful conversation with a client, industry partner or colleague excites you. You’re a problem solver – offering unique, customized wealth & insurance solutions to meet your clients’ complex needs...


  • Cambridge, Ontario, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a crucial role in helping our customers achieve their financial goals. With a focus on delivering exceptional service and building strong relationships, you will work closely with clients to understand their needs and develop personalized financial strategies.Key Responsibilities:Taking...


  • Cambridge, Canada Meridian Full time

    Description "> Why Meridian? At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Find our story here:   Our Business Banking Practice: Our vision is to be recognized as the...


  • Cambridge, 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...


  • Cambridge, Ontario, Canada Cowan Insurance Group Full time

    {"Role SummaryAre you a results-driven professional with a passion for insurance and financial planning? Do you thrive in a fast-paced environment where no two days are ever the same?Cowan Insurance Group is seeking a highly motivated and experienced Financial Advisor to join our Wealth Management team. As a key member of our team, you will be responsible...

  • Small Business Advisor

    2 months ago


    Cambridge, Canada Scotiabank Full time

    Requisition ID: 206696 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **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, the focus is to provide exceptional...