Financial Advisor

7 days ago

Courtenay, British Columbia, 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 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 (CIRO-MFD). You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and must meet eligibility requirements for CIRO-MFD 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 and CSI/ICB Legal & Ethical Aspects of Financial Planning Course

  • 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 terms and conditions

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-

  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

  • We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

UNIT 500, 444 LERWICK ROAD

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Service, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented

  • Financial Advisor

    7 days ago

    Courtenay, British Columbia, 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...

  • Financial Advisor

    2 weeks ago

    Courtenay, British Columbia, Canada Coast Capital Savings Full time $55,600 - $66,700

    Location(s): Courtenay Branch Job Type: Full Time myWork Options: In-personStarting Salary Range: $55, $66,700Background Screening Requirement: Enhanced Criminal Record Check (every 5 years) Credit Check (every 5 years) Identity Verification  Employment Verification ReferencesOur Courtnenay Branch is located within 30 min commute of Campbell River...

  • Associate Investment Advisor

    2 weeks ago

    Courtenay, British Columbia, Canada RBC Dominion Securities Full time

    Job DescriptionWhat is the opportunity?RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.The RBC Dominion Securities branch located in Courtenay, BC is seeking...

  • Associate Investment Advisor

    1 day ago

    Courtenay, British Columbia, Canada Royal Bank of Canada Full time

    Job DescriptionWhat is the opportunity?RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.The RBC Dominion Securities branch located in Courtenay, BC is seeking...

  • Branch Operations Assistant

    1 week ago

    Courtenay, British Columbia, Canada RBC Full time $40,000 - $55,000

    Job DescriptionWhat is the opportunity?RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.  The RBC Dominion Securities branch located in Courtenay, BC is...

  • Banking Centre Leader II

    2 days ago

    Courtenay, British Columbia, 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...

  • Financial Advisor

    3 days ago

    Courtenay, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

  • Associate Investment Advisor

    3 days ago

    Courtenay, Canada RBC Dominion Securities Full time

    Job Description RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities branch located in Courtenay, BC is seeking an Associate Advisor...

  • Associate Investment Advisor

    2 days ago

    Courtenay, Canada Royal Bank of Canada> Full time

    Job DescriptionWhat is the opportunity?RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.The RBC Dominion Securities branch located in Courtenay, BC is...

  • Associate Investment Advisor

    20 hours ago

    Courtenay, Canada RBC Full time

    Job Description What is the opportunity? RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities branch located in Courtenay, BC is...

  • Banking Advisor

    2 weeks ago

    Courtenay, Canada NBC Full time

    Attendance On-Site Job number 27120 Category Professional Status: Permanent City Courtenay Type of Contract Permanent Country Canada Schedule: Full-Time  Full Time / Part Time? Full-Time Posting date 04-Jul-2025 Salary: starting at per year Location: Courtenay, British Columbia City Courtenay Province/State British Columbia Area(s) of interest: Advisory...

  • Banking Advisor

    2 weeks ago

    Courtenay, Canada NBC Full time

    Attendance On-Site Job number 27250 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time  Full Time / Part Time? Full-Time Posting date 02-Jul-2025 Location: Courtenay, British Columbia City Courtenay Province/State British Columbia Area(s) of interest: Advisory services, Personal banking A career as a Banking Advisor in the...

  • Wealth Advisor Associate

    3 days ago

    Courtenay, Canada RBC Dominion Securities Full time

    A leading investment management firm in Courtenay seeks an Associate Wealth Advisor to support client relationships and collaborate with an advisory team. Ideal candidates should possess at least 3 years of investment industry experience and be a Registered Representative. The role involves providing financial planning and wealth management advice while...

  • Associate Wealth Advisor: Drive Client Growth

    20 hours ago

    Courtenay, Canada RBC Full time

    A leading investment firm in Courtenay is seeking an Associate Wealth Advisor. This role requires providing proactive financial advice, supporting an advisory team, and nurturing client relationships. Ideal candidates will have at least 3 years of industry experience and a strong understanding of investment strategies. Join a collaborative environment that...

  • Financial Advisor

    15 hours ago

    Courtenay, Canada Coast Capital Full time

    Location(s): Courtenay Branch  Job Type: Full Time  myWork Options: In-person Starting Salary Range: $55,600.00 -$66,700 Background Screening Requirement:  Enhanced Criminal Record Check (every 5 years) Credit Check (every 5 years) Identity Verification  Employment Verification References Our Courtnenay Branch is located within 30 min commute of...

  • Associate Investment Advisor

    2 weeks ago

    Courtenay, BC VN R, Canada RBC Full time

    Job DescriptionWhat is the opportunity?RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities branch located in Courtenay, BC is...