Financial Advisor

19 hours ago


Surrey, 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 (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 plan and program te


  • Financial Advisor

    4 days ago


    Surrey, Canada Blu Codes Inc Full time

    Overview: **Responsibilities**: - Provide financial advice and guidance to clients on Life insurance, Visitor Insurance, investment strategies, retirement planning, and wealth management - Conduct in-depth financial analysis and research to develop personalized financial plans - Assist clients with cash management, budgeting, and debt reduction strategies -...

  • Financial Advisor

    1 week ago


    Surrey, Canada ACE Consultancy Group Full time

    **Freshers and experienced can apply**: - **Work along with your current job**: - **Part-Time/Full-Time Flexible**: - **Training and Support will be provided** Beginner new career position and a chance to work with Canada's most reputed banks and financial institutes. Are you passionate about finance and helping others achieve their financial goals? If...


  • Surrey, Canada Kwantlen Polytechnic University Full time

    **Competition ID**: - 3642 **Internal Closing Date**: - September 13, 2024 **External Closing Date**: - Open Until Filled **# of Openings**: - 1 - **Salary Information**: - 13-5 - BCGEU Pay Grid - $36.63 to $40.56 per hour **Employment Type**: - Permanent Full Time **Workplace Type**: - Hybrid **Travel Frequency**: **Employee Group**: - Support...

  • Member Advisor

    2 days ago


    Surrey, Canada Envision Financial, a division of First West Credit Union Full time

    We are currently seeking a Member Advisor to join our team on a part-time basis. The Member Advisor is responsible for providing front line member service to triage and manage member needs by asking members thoughtful financial questions and create positive experiences to retain and deepen financial relationships. Advance member knowledge and use of digital...

  • Member Advisor

    20 hours ago


    Surrey, Canada Envision Financial, a division of First West Credit Union Full time

    We are currently seeking a Member Advisor to join our team based out of our Surrey, South Point Branch. This role will support multiple branches in the Envision region. This is a fabulous opportunity to work with multiple teams and leaders across the region. The Member Advisor is responsible for providing front line member service to triage and manage...

  • Insurance Advisor

    1 week ago


    Surrey, Canada Western Financial Group Full time

    **We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor - Personal Lines** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by...

  • Insurance Advisor

    2 days ago


    Surrey, Canada Western Financial Group Full time

    **We are one of Canada’s Top Employers, Join Us** Looking to work with a high performing team to provide our clients the coverage they need by building strong business relationships and delivering excellent service? **Insurance Advisor** As an Insurance Advisor you are responsible for meeting sales targets through quotes and by referring new business....

  • Financial Advisor

    1 day ago


    Surrey, 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...

  • Insurance Advisor

    1 week ago


    Surrey, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Surrey, BC at our Ocean Park 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...

  • Insurance Advisor

    6 days ago


    Surrey, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Grandview Central branch in Surrey, BC.. Do you love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are...

  • Insurance Advisor

    3 days ago


    Surrey, Canada Westland Insurance Ltd. Full time

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


  • Surrey, Canada The Jim Pattison Auto Group Full time

    The Jim Pattison Auto Group has 28 locations and 16 brands in Western Canada. We are continually expanding and acquiring new locations and brands while improving our market share. The Jim Pattison Auto Group’s relentless commitment to customer satisfaction has allowed us to grow into one of Canada’s largest companies. We encourage career growth and...


  • Surrey, Canada LBK Financial Planning Full time

    Administrative Assistant Position Overview This opportunity will be for a part time position. The position is contingent on experience. Opportunities for advancement are available for those aspiring to become full time advisors or focus on portfolio management or insurance in the future. Our hiring advisor specializes in portfolio management, comprehensive...


  • Surrey, Canada Rajni Sharma Financial Services Full time

    **Role Summary** We are looking for an enthusiastic Licensed Administrative Assistant to join our team at Rajni Sharma Financial Services Ltd. Reporting directly to the Advisor, the Assistant will coordinate and deliver exceptional administrative support to the Advisor. A valued member of the team, the Assistant manages scheduling to maximize sales...


  • Surrey, Canada Westland Insurance Ltd. Full time

    We’re searching for an Insurance Advisor Trainee. Are you searching for new possibilities? Westland Insurance Group Ltd has an exciting opportunity for a Insurance Advisor Trainee in our Guildford Village branch in Surrey, BC. Do you love to provide exceptional client service? If so, you will love working for Westland! We are looking for a career minded...


  • Surrey, British Columbia, Canada BMO Full time

    About the RoleWe are seeking a Senior Customer Service Advisor to join our team at BMO. This is an exciting opportunity to deliver exceptional service to customers and prospects, identifying their needs and providing advice and guidance on financial solutions.


  • Surrey, Canada Westland Insurance Ltd. Full time

    We’re searching for a People & Performance Advisor. Are you searching for new possibilities? Westland Insurance Group Ltd. has an exciting opportunity for a People & Performance Advisor in Surrey, BC at our Head Office (hybrid). Discover what’s possible, with Westland. The Westland story is all about growth, and that means plenty of possibility for...


  • Surrey, Canada Westland Insurance Ltd. Full time

    We’re searching for a People & Performance Advisor (HRBP). Are you searching for new possibilities? Westland Insurance Group Ltd. has an exciting opportunity for a People & Performance Advisor (Hybrid) at our Head Office in Surrey, BC. Westland also offers a competitive annual short-term incentive program that enables employees to share in the rewards of...

  • Admissions Advisor

    2 days ago


    Surrey, Canada Western Community College Full time

    Western Community College is a privately held provider of post-secondary education in British Columbia, offering a Bachelor of Hospitality Management degree program and more than 52 career training diploma and certificate programs in the fields of business, accounting, healthcare, education, hospitality, information technology, legal studies, and...


  • Surrey, Canada Prospera Credit Union Full time

    **TEAM LOCAL is hiring** Built on over 75 years as a BC credit union, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is British Columbia’s fourth-largest credit union, with $9 billion in assets and 120,000 members. With 26 branches, Prospera is proud to serve...