Financial Advisor
1 month ago
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 Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Services Specialist, 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 (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 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 pla
-
Financial Advisor
6 months ago
Markham, Canada Daumier Financial Services Inc. Full timeAre you seeking an opportunity to join a dynamic company, where your success is not only valued but actively nurtured? At Daumier Financial Services, we're on an exciting trajectory, and we're inviting you to be a part of this journey as an advisor. With our comprehensive support and resources, you'll have the tools you need to thrive in your role and...
-
Financial Advisor Assistant
6 months ago
Markham, Canada McNulty Group - Raymond James Ltd. Full timeLicensed Financial Advisor Assistant, Markham ON McNulty Group, a part of Raymond James Ltd., is a wealth management firm located in Markham, Ontario, serving Canadian dentists since 1982. Today, our team manages $550,000,000 for 127 families. We are currently looking to add a securities licensed Assistant with five years or more experience as a Financial...
-
Life and Health Insurance Advisor
6 months ago
Markham, Canada Desjardins Financial Security Independent Network - Markham #293 Full time**Life and Health Insurance Advisor** Our financial centre is looking for a life and health insurance advisor to join our dynamic team. **The Profession** The role of a financial security advisor involves meeting with people to put a plan in place to help them achieve their dreams of a home, enjoyable leisure time and having an active retirement. Advisors...
-
Financial Representative
6 months ago
Markham, Canada Desjardins Financial Security Independent Network - Markham #293 Full time**Financial Representative** Our financial centre is searching for a Financial Representative to join our dynamic team. **The Profession** The role of a financial representative involves meeting with people to put a plan in place with risk/reward appropriate investments to help them achieve their dreams of home, enjoyable leisure time and having an active...
-
Markham, Ontario, Canada Desjardins Financial Security Independent Network Full timeJob Summary:We are seeking a highly organized and detail-oriented Administrative Coordinator to join our team at Desjardins Financial Security Independent Network. This is an ideal opportunity to be a key resource in a professional office environment.About the Role:This role will provide administrative support to our financial advisors, ensuring seamless...
-
Financial Advisor
6 months ago
Markham, 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...
-
Financial Reporting Advisor
6 months ago
Markham, Canada ENGIE Full timeRequisition ID: 23958- Location: Markham, CA, L3T 7W3**What You Can Expect** As our Financial Reporting Advisor, you will play a crucial role in compiling and delivering International Financial Reporting Standards (IFRS) and/or Generally Accepted Accounting Principles (GAAP)-based financial statements, reporting packages, and analysis to local management,...
-
Associate Financial Advisor
2 weeks ago
Markham, 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...
-
Associate Financial Advisor
6 months ago
Markham, 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...
-
Associate Financial Advisor
6 days ago
Markham, 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...
-
Associate Financial Advisor
6 months ago
Markham, 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...
-
Field Financial Adviser
2 weeks ago
Markham, Canada Sun Life Financial Full timeMarkham, OntarioTime Type: Full timePosted on: Posted 6 Days AgoJob Requisition ID: JR00034512You are as unique as your background, experience, and point of view. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights....
-
Markham, Ontario, Canada New Matrixus Consulting Inc. Full timeCompany OverviewNew Matrixus Consulting Inc. is a leading firm in the financial technology sector, providing expert investment advice to clients worldwide.Job DescriptionWe are seeking a highly skilled Senior Financial Analyst to join our team as a Strategic Investment Advisor. The ideal candidate will have a strong background in finance and investments,...
-
Bilingual (Cantonese/mandarin) Financial Advisor
6 months ago
Markham, Canada Scotiabank Full timeRequisition ID: 193889 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...
-
Senior Financial Advisor
4 weeks ago
Markham, Canada Scotiabank Full timeRequisition ID: 211236Join 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...
-
Office Operations Coordinator
4 weeks ago
Markham, Ontario, Canada Desjardins Financial Security Independent Network Full timeJob SummaryWe are seeking a highly organized and detail-oriented Office Operations Coordinator to join our team at Desjardins Financial Security Independent Network. As an Office Operations Coordinator, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our office.Key...
-
Office Administrator
2 weeks ago
Markham, Ontario, Canada Desjardins Financial Security Independent Network Full timeAbout Desjardins Financial Security Independent NetworkWe are a leading financial cooperative in Canada, ranked the second strongest financial institution in the world by Bloomberg. Our mission is to provide exceptional service and support to our clients and partners.Job SummaryWe are seeking a highly organized and detail-oriented Administrative Coordinator...
-
Compliance Officer
6 months ago
Markham, Canada QUALIFIED FINANCIAL SERVICES Full time**About you**: You’re a committed operational expert who understands the role of compliance to protect a financial security advisor and their practice. While you may not have a resume full of compliance experience, you do have operational insurance industry experience and you’re committed to learning and growing. You bring your best every day and are...
-
Administrative Coordinator
1 month ago
Markham, Canada Desjardins Financial Security Independent Network Full time**Job Summary** Office Management - Answer the office telephone and process daily mail/courier - Order marketing supplies, forms, prospectuses and office stationary - General office tasks such as filing, photocopying, paper refill Contract/Sales Administration - Process financial services advisor contract documents for the various licences required by...
-
Sales Manager
6 months ago
Markham, Canada Desjardins Financial Security Independent Network - Markham #293 Full timeSales Manager Our Markham Financial Centre is searching for a Sales Manager. In this role, you will be responsible for recruiting, training and mentoring financial services advisors. The goal is to increase sales and provide guidance in coordination with the financial centre's management team. Leading from the front and by example would work best at our...
