Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Associate Financial Advisor

Full-time

CIBC

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 CIBC.com

What you’ll be doing

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship. 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 - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.

  • Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.

  • Business development - Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential clients to identify opportunities for future growth and revenue. Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share.

  • Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

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 goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

  • You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.

  • 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 love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.

  • You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.

  • You’re a certified professional. You have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and must meet eligibility requirements for CIRO-MFD licensing. It’s an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).

  • 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

  • Subject to 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 View email address on ca.workus.org

  • CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

  • 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 test (such as simulation, coding, French proficiency).

  • We use artificial intelligence tools during the recruitment process. 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.

Expected End Date

2027-06-18

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Associate Financial Advisor in Castlegar, BC vacancy
  •  ...At Money Mart, we're more than just a financial services provider – we're the catalyst for financial empowerment! Our mission is to be North America's leading non-prime lender, serving a diverse range of customers and delivering unparalleled financial momentum. Our vision... 
    Suggested

    Money Mart

    Castlegar, BC
    8 days ago
  • As a Service Advisor, you are responsible for working with members of the Castlegar Toyota team in providing a great vehicle maintenance experience. You are the first point of contact with our customers and will be well-versed in vehicle service/maintenance options and providing... 
    Suggested
    Long term contract
    Full time

    Castlegar Toyota

    Castlegar, BC
    more than 2 months ago
  • $20 per hour

     ...flexible full-time or part-time schedule, including evening and weekend shifts to suit your availability What you'll do As a Sales Associate, you’ll be an expert in all things tech Build a connection with customers to find the right solutions for them You’ll... 
    Suggested
    Hourly pay
    Full time
    Part time
    Flexible hours
    Shift work
    Afternoon shift
    Weekday work

    Best Buy Express

    Castlegar, BC
    22 days ago
  •  ...vehicle purchase plans * Long term job security * Discounts on Parts & Vehicle Maintenance Responsibilities * The Automotive Product Advisor will build relationships & create guests for life. Assist them in selecting a vehicle by asking questions and listening carefully to... 
    Suggested
    Long term contract
    Permanent employment
    Full time
    Flexible hours

    Castlegar Toyota

    Castlegar, BC
    more than 2 months ago
  • At Kalawsky Chevrolet Buick GMC we strive to make every customer a customer for life. Happy Team Members create happy customers, and we reward individuals who are ready to work hard and stay motivated. Every Team Member at Kalawsky Chevrolet is absolutely critical to its success...
    Suggested
    Long term contract
    Permanent employment
    Full time

    Castlegar Toyota

    Castlegar, BC
    more than 2 months ago
  • $106.4k - $133k per year

     ...overseeing the organization’s treasury management, tax compliance, and financial risk strategies. Reporting to the Director of Finance, this role...  ..., including cross-border activities Coordinate with external advisors on the preparation and filing of corporate income tax returns... 
    Ongoing contract
    Full time
    Temporary work
    Immediate start
    Monday to friday

    Kalesnikoff

    Castlegar, BC
    10 days ago
  • $105k per year

     ...Maintaining accurate records of maintenance work performed and associated costs. Contributing to continuous improvement initiatives by...  ...standards and regulations. Engage crew to foster ownership, financial stewardship, and proactivity. Qualifications and Experience... 
    Remplacement
    Immediate start

    Mercer Celgar Ltd Ptr

    Castlegar, BC
    2 days ago
  • $104.1k - $138k per year

     ...communities to advance humanity. It’s why we bring people together who are wired to solve complex challenges - engineers, scientists, advisors, and technical experts who are driven by a common passion - to redefine what’s possible and shape what comes next. We are Visioneers.... 
    Full time
    For subcontractor
    Local area
    Remote work
    Flexible hours

    WSP in Canada

    Castlegar, BC
    3 days ago
  • $80.8k - $107k per year

     ...subject to change for business purposes. Why Choose WSP? We exist to shape communities to advance humanity. The brightest engineers, advisors and scientists from across the globe call WSP home. Proudly Canadian – we are a Top 100 Employer in Canada for 2026 A global... 
    Interim role
    Work at office
    Local area
    Remote work
    Flexible hours

    WSP in Canada

    Castlegar, BC
    14 days ago
  •  ...performed safely, and to accepted standards            Use computer applications and information systems (i.e. John Deere Service Advisor) to document maintenance, inspection, and diagnosis Use parts catalogues to locate parts, and order parts from parts personnel... 
    Full time

    Brandt

    Castlegar, BC
    a month ago
  • $18.8 per hour

     ...Ability to bend and stretch to stock shelves J2WRTL J2WCBB Why work in a Shoppers Drug Mart store? Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program... 
    Hourly pay
    Local area
    Flexible hours

    Shoppers Drug Mart / Pharmaprix

    Castlegar, BC
    1 day ago
  • $18 per hour

     ...task Problem Solving Skills Strong attention to detail J2WRXA Why work in a Shoppers Drug Mart store? Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount... 
    Hourly pay
    Local area
    Flexible hours

    Shoppers Drug Mart / Pharmaprix

    Castlegar, BC
    7 days ago
  • $34.51 per hour

     ...Responsibilities Maintains good housekeeping in the Company's plants, switching and sub stations, buildings and structures and other associated facilities by sweeping, dusting, cleaning, wiping shelves, fixtures, equipment, tools and floors, etc. Digs trenches, ditches... 
    Hourly pay
    Full time
    Temporary work

    FORTIS BC

    Castlegar, BC
    21 days ago
  • $2709.12 - $4341.23 per week

     ...continuous learning Education and Experience Master of Science degree in Ecology or related field Member of relevant professional association (e.g., RPBio), or immediately eligible Two to three years’ teaching experience in a post-secondary environment Industry... 
    Permanent employment
    Full time
    Temporary work
    Part time
    Immediate start

    Selkirk College

    Castlegar, BC
    2 days ago
  • $60 - $80 per hour

     ...Construction Officers and other technical and clerical staff assigned to the project. * May act as on-site representative with the associated authority to commit to project activities and resulting costs. * Participates in project planning, including providing input into... 
    Contract work
    For contractors
    Local area

    Randstad

    Castlegar, BC
    a month ago
  • $25.62 per hour

     ...application: Cover letter Resume/curriculum vitae Certificates, licenses, relevant memberships/honours in professional or technical associations Post Secondary Transcripts (related to the position) Evaluation report from employer/practicum supervisor Contact... 
    3 days per week

    Catholic Independent Schools of Nelson Diocese

    Castlegar, BC
    9 days ago
  • $40k - $45k per year

     ...with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. By joining HUB, you will become part of a rapidly growing company that offers significant opportunity... 
    Traineeship

    HUB International

    Castlegar, BC
    17 days ago
  • $71.52k - $89.4k per year

     ...resolve issues and provide constructive cost competitive options and possible ways forward to secure contracts Maintain and track all financial aspects of projects including budget to actual forecasts and construction cash flows Monitor internal project specific design,... 
    Ongoing contract
    Full time
    For subcontractor
    Work at office
    Local area
    Immediate start
    Monday to friday

    Kalesnikoff Lumber

    Castlegar, BC
    15 days ago
  • Are you looking for increased financial security and career growth, but also a better lifestyle? You can achieve these goals at Kalawsky Collision Centre, centrally located in the West Kootenays. With growth in our business, we are seeking qualified applicants for the role... 
    Full time

    Castlegar Toyota

    Castlegar, BC
    more than 2 months ago
  • $44.85 per hour

     ...serves the adult and elderly population that experiences mental health disorders or substance use and impairment in personal, family, financial, occupational and/or social life. This includes individuals with acute psychosis, bizarre behavior, depression, anxiety, complicated... 
    Permanent employment
    Temporary work
    Casual work
    Local area
    Relocation
    Shift work
    Day shift

    Interior Health Authority

    Castlegar, BC
    9 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Associate Financial Advisor. Be the first to apply!