Client-Driven Financial Advisor — Mortgage & Planning

CIBC

Toronto

On-site

CAD 60,000 - 90,000

Full time

6 days ago

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Benefits offered by this job

Competitive salary

Incentive pay

Benefits program

Pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition

Job summary

CIBC in Toronto is seeking an Associate Financial Advisor to join the Imperial Service team. You’ll build deep understandings of personal and small business clients, propose simple, personalized financial solutions, and manage a mortgage-focused client portfolio on-site.

You’ll engage clients, grow relationships, and leverage technology and partnerships to deliver comprehensive retail banking. The role emphasizes client-first service, required licenses, and a commitment to standards that align

Qualifications

2–3 years of financial advice experience with clients.
Certified professional with current securities accreditations.
Must meet CIRO-MFD licensing eligibility; CFSA asset is a plus.

Responsibilities

Engage clients to understand personal and small business needs and advise on solutions.
Develop and manage client portfolios with mortgage focus, deepening relationships.
Promote digital banking tools and coordinate with Imperial Service and Business Banking colleagues.
Participate in community events and client outreach to grow the bank's presence.