Financial Advisor- Iiroc

7 days ago

Fort Saskatchewan, 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._

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 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

  • Senior Wealth Advisor

    4 weeks ago

    Fort Erie, Ontario, Canada Aviso Wealth Full time

    Senior Wealth Advisor RoleWe are seeking a highly skilled Senior Wealth Advisor to join our team at PenFinancial Credit Union. As a Senior Wealth Advisor, you will be responsible for providing expert financial advice to high-net-worth members, fostering relationships, and enhancing the overall wealth management experience.Key ResponsibilitiesProvide complex...

  • Strategic Financial Planner Lead

    6 days ago

    Fort McMurray, Canada Servus Credit Union Full time

    Senior Wealth Advisor OpportunityServus Credit Union, a leading member-owned credit union in Alberta, is seeking an experienced Senior Wealth Advisor to join our Fort McMurray team.Role OverviewWe are looking for a skilled professional who can provide exceptional, personalized financial planning services to high net-worth members. As a Senior Wealth Advisor,...

  • Asset Performance Planning Advisor

    3 weeks ago

    Fort McMurray, Canada Servus Credit Union Full time

    p>Servus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes World's Best Banks list for two years in a row, we are a team of...

  • Elite Financial Strategist

    2 weeks ago

    Fort McMurray, Canada Servus Credit Union Full time

    At Servus Credit Union, we're seeking a skilled Senior Wealth Advisor to join our team in Fort McMurray. This is an exciting opportunity for a motivated individual to take on a leadership role and drive the growth of our wealth management business.Estimated Salary: $120,000 plus commission-based compensation modelAbout the RoleWe're looking for an...

  • Financial Advisor

    6 months ago

    Fort Saskatchewan, Canada Scotiabank Full time

    Requisition ID: 170290 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **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 performance-oriented culture that...

  • Financial Advisor

    2 months ago

    Fort Saskatchewan, Canada Scotiabank Full time

    Requisition ID: 207343 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **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 performance-oriented culture that...

  • Financial Services Representative

    1 month ago

    Fort Saskatchewan, Alberta, Canada Servus Credit Union Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Financial Advisor Associate to join our team at Servus Credit Union. As a Financial Advisor Associate, you will play a key role in supporting our members with all their banking needs, providing exceptional customer service, and contributing to the growth and success of our branch.Key...

  • Financial Services Representative

    7 days ago

    Saskatchewan, Canada BMO Full time

    Role OverviewWe are seeking a highly skilled Financial Services Representative to join our team as an Outbound Investment Expert. In this role, you will be responsible for proactively identifying opportunities to enhance customer experience by providing wealth and investment-related sales and service.Key ResponsibilitiesPrimarily engage in outbound calls to...

  • Financial Services Leader for Wealth Management

    7 days ago

    Fort McMurray, Canada Servus Credit Union Full time

    About Servus Credit UnionServus Credit Union is a leading member-owned credit union in Alberta, recognized for its commitment to building strong, resilient communities. As one of Canada's Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes World's Best Banks list, we are a team of smart, gutsy and driven...

  • Financial Advisor

    5 months ago

    Fort Qu'Appelle, Canada Conexus Credit Union Full time

    **Fort Qu'Appelle, Saskatchewan** At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them...

  • Insurance Opportunities with Western Financial

    6 days ago

    Fort St John, Canada western financial Full time

    Unlock Your Potential with Western FinancialAbout UsWestern Financial is a leading insurance provider in Canada, boasting over 220 locations across the country and a team of over 2,100 dedicated professionals. Our commitment to truthfulness, fairness, value, and loyalty is unwavering.A Lucrative Career OpportunityWe are currently seeking an Insurance Advisor...

  • Senior Wealth Advisor

    4 weeks ago

    Fort McMurray, Canada Servus Credit Union Full time

    Looking for Top Talent!Compensation: Base plus commission compensation modelServus Credit Union is Alberta's largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada's Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on...

  • Administrative Assistant

    6 months ago

    Fort Saskatchewan, Canada Kjenner Financial Services Full time

    **Administrative Assistant Role** **Job Title** Administrative Assistant Kjenner Financial Services, a branch of Sun Life, located in Fort Saskatchewan is looking for an Administrative Assistant to provide administrative support to a successful Advisory Team. We strongly value a team-oriented individual that can take initiative across a broad range of...

  • Senior Wealth Advisor

    4 weeks ago

    Fort McMurray, Canada Servus Credit Union Full time

    Role SummaryWe are seeking a highly skilled Wealth Management Professional to join our team at Servus Credit Union. As a key member of our wealth management team, you will be responsible for providing exceptional financial planning and investment advice to our high net worth members.Key ResponsibilitiesDeliver comprehensive financial planning services to our...

  • Senior Wealth Advisor

    2 months ago

    Fort Erie, Canada Aviso Wealth Full time

    Senior Wealth AdvisorBe a part of something differentWe may offer the same products and services as a big bank, but we couldn’t be more different. We’re rooted in purpose and we’re on a mission to improve lives and strengthen communities. We support nearly 20,000 members and businesses digitally, over the telephone, and in-person across a network of...

  • Financial Advisor

    6 months ago

    Fort Saskatchewan, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...

  • Insurance Career Opportunity

    7 days ago

    Fort St John, Canada western financial Full time

    Role OverviewWe are seeking a skilled Insurance Advisor to join our team at Western Financial. As an Insurance Advisor, you will be responsible for meeting sales targets and building lasting relationships with customers.

  • Elite Financial Strategist

    6 days ago

    Fort Erie, Ontario, Canada Aviso Wealth Full time

    Company OverviewAt PenFinancial Credit Union, we're on a mission to improve lives and strengthen communities. Our values of accountability, passion, integrity, respect, and knowledge guide everything we do. We support nearly 20,000 members and businesses digitally, over the telephone, and in-person across a network of six branches in Niagara and...

  • Business Advisor

    5 months ago

    Fort McMurray, Canada LaPrairie Group Full time

    **The LaPrairie Group of Companies** is looking for energetic and detail-oriented individuals to join our team as full-time Business Advisors at both our **Grande Prairie, Alberta **and** Fort McMurray, Alberta** facilities. The LaPrairie Group of Companies is a family-owned, diverse group of construction companies that have been in business for over 40...

  • Client Advisor

    4 weeks ago

    Fort Erie, Ontario, Canada Royal Bank of Canada Full time

    Job OverviewWe are seeking a highly motivated and client-focused individual to join our team as a Client Advisor. In this role, you will be responsible for delivering exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProactively engage with clients to understand their needs and provide tailored...