Associate Financial Advisor: Grow Clients & Mortgages

CIBC US; Markham; On-site; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers

Job summary

CIBC in Markham is seeking an Associate Financial Advisor to build trusted relationships with personal and small business clients, offering tailored financial solutions. You’ll manage a mortgage portfolio and collaborate with colleagues to deepen client engagement and achieve growth through personalized planning.

On-site, full-time role requiring 2–3 years of advisory experience, relevant licensing, and the ability to deliver comprehensive retail banking offerings while upholding CIBC values of

Qualifications

• 2–3 years of experience providing financial advice with sales results.
• Current accreditation and good standing in Mutual Funds License or equivalent.
• CIRO-MFD licensing in good standing is required; CFSA is a plus.
• Candidates should align with CIBC values: trust, teamwork, accountability.
• Eligible to work in the listed location.

Responsibilities

• Client engagement: understand personal and business priorities and provide a financial plan.
• Relationship building: market, network and deepen client connections.
• Business development: refer opportunities to partners and grow revenue.
• Leverage technology: introduce clients to mobile banking and digital tools.

Education

Mutual funds license (Canadian Securities Course)

CIRO-MFD licensing

CFSA (Certificate of Financial Services Advice)

Job description

CIBC in Markham is seeking an Associate Financial Advisor to build trusted relationships with personal and small business clients, offering tailored financial solutions. You’ll manage a mortgage portfolio and collaborate with colleagues to deepen client engagement and achieve growth through personalized planning.

On-site, full-time role requiring 2–3 years of advisory experience, relevant licensing, and the ability to deliver comprehensive retail banking offerings while upholding CIBC values of