Client Financial Advisor II

4 weeks ago


Vancouver, British Columbia, Canada Canadian Imperial Bank of Commerce Full time
Client Financial Advisor II

Join our team in a dynamic role focused on client relationships.

Location: Vancouver, BC

Employment Type: Full-time

About Us: At the Canadian Imperial Bank of Commerce, we are committed to fostering a relationship-driven banking experience for our clients. We seek dedicated professionals who are passionate about delivering exceptional service.

Your Role: As a vital member of our Personal and Business Banking division, you will thrive in a fast-paced environment where your contributions will positively impact our clients' financial journeys. In your capacity as a Client Financial Advisor, you will:

  • Engage with Clients: Meet with clients to assess their financial and personal objectives, providing tailored advice and comprehensive financial planning.
  • Build Relationships: Participate in outreach initiatives to demonstrate our commitment to clients and their communities, enhancing your professional network.
  • Utilize Technology: Become proficient in our digital banking tools, assisting clients in managing their financial needs effectively.

What You Bring:

  • Client-Centric Approach: You prioritize client needs and strive to provide the best solutions.
  • Goal-Oriented Mindset: You are driven by achieving objectives and making a meaningful difference.
  • Attention to Detail: Your analytical skills allow you to make informed decisions based on thorough evaluations.
  • Passion for People: You value relationships and build trust through authenticity and respect.
  • Commitment to Learning: You are eager to expand your knowledge and skills continuously.
  • Professional Certification: You hold a valid Mutual Funds License and maintain good standing in your profession.
  • Experience: You have at least one year of experience in client engagement and sales, with banking experience being an asset.
  • Values-Driven: You embody our core values of trust, teamwork, and accountability.

What We Offer:

At CIBC, we prioritize your professional growth and development. We provide a competitive salary, performance incentives, comprehensive benefits, and opportunities for career advancement.

Inclusivity Commitment: We are dedicated to creating an inclusive workplace where all team members feel valued. We welcome applicants from diverse backgrounds and provide accommodations throughout the hiring process.

Join Us: Be part of a team that values your contributions and supports your career aspirations.



  • Vancouver, British Columbia, Canada Bank of America Full time

    About the Role:This is a challenging and rewarding opportunity to join the Bank of America team as a Private Client Advisor II. As a key member of our Private Bank, you will be responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.Key...


  • Vancouver, British Columbia, Canada Intact Financial Corporation Full time

    Position OverviewAt Intact Financial Corporation, our workforce is integral to our mission: empowering individuals, enterprises, and communities to thrive during prosperous times and remain resilient during challenges. We foster an environment where you can grow and learn while being appreciated for your unique contributions. Here, diversity is celebrated,...


  • Vancouver, British Columbia, Canada Intact Financial Corporation Full time

    Position OverviewAt Intact Financial Corporation, our workforce is integral to our mission: enabling individuals, enterprises, and communities to thrive during prosperous times and remain resilient during challenges. As part of our organization, you will embody this mission alongside a dedicated group of professionals.We prioritize your personal and...


  • Vancouver, British Columbia, Canada Intact Financial Corporation Full time

    Position OverviewAt Intact Financial Corporation, our workforce is essential to our mission: to assist individuals, enterprises, and communities thrive during prosperous times and remain resilient during challenges. As part of our organization, you will contribute to this mission alongside a dedicated group of professionals.Empowerment and GrowthWe encourage...


  • Vancouver, British Columbia, Canada Intact Financial Corporation Full time

    About the RoleWe are seeking a highly skilled IT Technical Advisor II to join our team at Intact Financial Corporation. As a key member of our technical team, you will play a critical role in providing expert technical guidance and support to our employees.Key ResponsibilitiesProvide technical consulting services to users, analyzing their needs and...


  • Vancouver, British Columbia, Canada Intact Financial Corporation Full time

    About the RoleWe are seeking a highly skilled IT Technical Advisor II to join our team at Intact Financial Corporation. As a key member of our technical team, you will play a critical role in providing expert technical guidance and support to our employees.Key ResponsibilitiesProvide technical consulting services to users, analyzing their needs and...


  • Vancouver, British Columbia, Canada Intact Full time

    IT Technical Advisor II Join our team as an IT Technical Advisor II and contribute to the success of our organization by providing technical expertise and support to our users. About the role Act as a technical consultant to users, analyzing their needs and providing recommendations for the implementation of processes and tools. Follow up on requests...


  • Vancouver, British Columbia, Canada Intact Financial Corporation Full time

    About the RoleWe are seeking a highly skilled IT Technical Advisor II to join our team at Intact Financial Corporation. As a key member of our technical team, you will play a critical role in providing expert technical guidance and support to our employees.Key ResponsibilitiesProvide technical consulting services to users, analyzing their needs and...


  • Vancouver, British Columbia, Canada Intact Financial Corporation Full time

    About the RoleWe are seeking a highly skilled IT Technical Advisor II to join our team at Intact Financial Corporation. As a key member of our technical team, you will play a critical role in providing expert technical guidance and support to our employees.Key ResponsibilitiesProvide technical consulting services to users, analyzing their needs and...


  • Vancouver, British Columbia, Canada Bank of America Full time

    About the Role:This position is responsible for driving business development and deepening client relationships within the Private Bank. The ideal candidate will have a strong understanding of complex financial services and be able to provide a holistic approach to clients, leveraging the entire Private Bank platform.Key Responsibilities:Lead the Client...


  • Vancouver, British Columbia, Canada Intact Full time

    About the RoleWe're seeking a skilled IT Technical Advisor II to join our team at Intact. As a key member of our IT department, you will play a crucial role in providing technical expertise and support to our employees.Key ResponsibilitiesAct as a technical consultant to users, analyzing their needs and providing recommendations for process improvements and...


  • Vancouver, British Columbia, Canada Intact Full time

    About the RoleWe're seeking a skilled IT Technical Advisor II to join our team at Intact. As a key member of our IT department, you will play a crucial role in providing technical expertise and support to our employees.Key ResponsibilitiesAct as a technical consultant to users, analyzing their needs and providing recommendations for process improvements and...


  • Vancouver, British Columbia, Canada Intact Full time

    About the RoleWe're seeking a skilled IT Technical Advisor II to join our team at Intact. As a key member of our IT department, you will play a crucial role in providing technical expertise and support to our employees.Key ResponsibilitiesAct as a technical consultant to users, analyzing their needs and providing recommendations for process improvements and...

  • Financial Advisor

    4 days ago


    Vancouver, British Columbia, Canada Assante Financial Management Full time

    About Assante Financial ManagementAssante Financial Management is a leading financial services company that provides comprehensive financial planning and wealth management solutions to individuals and families.Job DescriptionRole SummaryWe are seeking a highly skilled and experienced Financial Planner to join our team. As a Financial Planner, you will be...

  • Financial Advisor

    3 days ago


    Vancouver, British Columbia, Canada Assante Financial Management Full time

    About Assante Financial ManagementAssante Financial Management is a leading financial services company that provides comprehensive financial planning and wealth management solutions to individuals and families.Job DescriptionRole SummaryWe are seeking a highly skilled and experienced Financial Planner to join our team. As a Financial Planner, you will be...

  • Financial Advisor

    6 days ago


    Vancouver, British Columbia, Canada Assante Financial Management Full time

    **About Assante Financial Management**Assante Financial Management is a leading financial services company that provides comprehensive financial solutions to individuals and families. Our team of experts is dedicated to helping clients achieve their financial goals and secure their financial futures.**Job Summary**We are seeking a highly skilled and...

  • Financial Advisor

    7 days ago


    Vancouver, British Columbia, Canada Assante Financial Management Full time

    **About Assante Financial Management**Assante Financial Management is a leading financial services company that provides comprehensive financial solutions to individuals and families. Our team of experts is dedicated to helping clients achieve their financial goals and secure their financial futures.**Job Summary**We are seeking a highly skilled and...

  • Client Advisor

    4 days ago


    West Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job Title: Client Advisor Company: RBC Location: West Vancouver Job Type: Full-time Job Description: This is an exciting opportunity to join RBC as a Client Advisor in the West Vancouver community. As a Client Advisor, you will be responsible for providing exceptional client service, building strong relationships, and identifying sales and referral...


  • Vancouver, British Columbia, Canada the Ladders Full time

    Company: The LaddersJob Title: Financial Cost Analyst IIThe Financial Cost Analyst II will report directly to the Director of Operations Finance at The Ladders. This role is integral to the Finance Business Partner team that collaborates with the Manufacturing, Construction, and Capital Expenditure sectors.This position requires consistent engagement with...


  • Vancouver, British Columbia, Canada the Ladders Full time

    Job Description**Reporting to Director Program Finance**The Financial Analyst II plays a crucial role in supporting the project team in understanding project financials through financial analysis, forecasting project profit and loss, variance analysis, and financial impacts of contract terms.Key Responsibilities:Conduct in-depth financial analysis to...