Associate Financial Advisor: Client Growth & Planning

CIBC; Vancouver; On-site; CAD 55,000 - 75,000; Full time

Job summary

CIBC Vancouver is seeking an Associate Financial Advisor to deepen client relationships and deliver personalized financial solutions. You will manage a portfolio of mortgage clients, engage in outreach, and help clients meet their personal and small business goals.

You bring 2–3 years of advisory experience, hold MFDA credentials or equivalent, and stay current with licensing. This on-site role requires flexibility to work across nearby banking centres and travel within a reasonable distance.

Qualifications

• 2–3 years of experience providing financial advice to clients with sales results.
• Current accreditation and good standing in MFDA licensing or related credentials.
• Ontario-licensed candidates welcomed; CSC/CIFC DFSA credentials are a plus.
• Legally eligible to work in Canada and able to travel between centres within reasonable distance.

Responsibilities

• Meet with clients to understand personal and business priorities and advise on solutions.
• Develop forward-looking financial plans and connect clients to appropriate specialists.
• Build relationships through marketing, outreach, and community engagement.
• Grow the client base by networking with families and referrals; support client journeys with technology tools.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Job description

CIBC Vancouver is seeking an Associate Financial Advisor to deepen client relationships and deliver personalized financial solutions. You will manage a portfolio of mortgage clients, engage in outreach, and help clients meet their personal and small business goals.

You bring 2–3 years of advisory experience, hold MFDA credentials or equivalent, and stay current with licensing. This on-site role requires flexibility to work across nearby banking centres and travel within a reasonable distance.