Financial Advisor - CIRO-MFD/AMF
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 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 plan 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 (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
- 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 View email address on ca.snapjobsearch.com
- 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.
Job Location
Kamloops-Victoria and Third
Employment Type
Regular
Weekly Hours
37.5
Skills
Business Development, Client Service, Community Connections, Customer Experience (CX), Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor - CIRO-MFD/AMF in Kamloops, BC vacancy
$71.2k - $97.9k per year
...You are an experienced Health & Safety Advisor who consistently conveys professional judgment and can build effective relationships across... ...and benefits that support your physical, mental and financial wellbeing. We offer exciting, challenging work with opportunities...SuggestedHourly payFor subcontractor$52.39k per year
...history and a bold vision for the future, we’ve united to create a financial partner that offers both digital ease and people-first service.... ...as assigned marketing campaign calls. This Member Service Advisor role is onsite at our Lansdowne Branch in Kamloops, B.C. What...SuggestedFull timeWork from homeTrial periodFlexible hoursNight shift- ...SALLY BEAUTY ADVISOR- CANADA By working at Sally Beauty Canada, you would be part of the largest hair and beauty supplier in the world, and we are on a mission to empower our customers to express themselves through hair – and we need passionate and talented people to make...Suggested
- ...Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide...SuggestedFull timeBank staffFlexible hoursAfternoon shift
$80.84k per year
...offer a number of programs and benefits that support team members’ financial, personal and professional needs: A competitive salary and... ...resident experience Partner with Director of Wellness and Sales Advisor to create and execute strong outreach strategy to increase/...SuggestedLong term contractPermanent employmentFull timeTemporary workMonday to friday$25.98 - $31.41 per hour
...dynamic individuals to fill the following position. POSITION TITLE: HR Generalist DEPARTMENT: Human Resources SUPERVISOR: HR Advisor TERMS: Full-Time, Permanent REFERENCE #: 2026-088 Purpose Of Position The HR Generalists represents the human resources...Permanent employmentFull timeFor contractorsSummer workWork at officeMonday to fridayShift workDay shift$66.7k - $88.4k per year
...‑based environment. Why Choose WSP? 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 community...Full timeContract workLocal areaRemote workFlexible hours$150k per year
...help companies around the world develop products that are used safely by millions of people every day. Intertek (BML) i s the trusted advisor to many of the world’s leading brands, companies, and governments, and has earned a reputation for accuracy, reliability, integrity,...$29.5 - $39.1 per hour
...considered an asset Why Choose WSP? 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...Hourly payLocal areaRemote workFlexible hours$90k - $135k per year
...growth, and team expansion. You will serve as a trusted vCIO (Virtual Chief Information Officer), senior project manager, and strategic advisor to our core clientele, which includes municipal governments, regional districts, and First Nations communities across British...Full timeWork at officeLocal areaRelocationFlexible hours2 days per week1 day per week- ...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 timeAfternoon shift
$65k - $70k per year
...days per week) to visit clients across the interior, including occasional overnight stays. Relationship Management: Act as a trusted advisor to engineers and operations leaders, ensuring long-term partnership success. Qualifications Experience: Proven success in...Long term contractWork at officeNight shift$34 - $40 per hour
...Dependability Excellent oral communication Flexibility Team player Benefits Health benefits Dental plan Health care plan Vision care benefits Financial benefits Group insurance benefits Life insurance Registered Retirement Savings Plan (RRSP)...Permanent employmentFull timeRemote work- ...training programs. A collaborative, innovative, and team-oriented work environment. Early Wage Access options to provide added financial flexibility. Physical Demands and Requirements Ability to occasionally lift up to 50 pounds. Ability to occasionally climb...Hourly payContract workImmediate startShift work
$105.6k per year
...following: Safety Focus : Understanding of safety programs, incident investigation methodologies, and employee engagement Financial acumen : Make informed business decisions by interpreting key financial indicators. Action oriented : Tackle new opportunities...Relocation package- ...CHANGING SKYLINES, BUILDING FUTURES Are you looking for a financially rewarding and challenging role that encourages personal and professional growth? If so, Pagnotta Inc. wants to hear from you! We are a mid-sized, full-service construction company specializing in concrete...Long term contractFull timeTemporary workApprenticeshipManual laborImmediate start
$65 per hour
...entry/pickup workstations, counselling/waiting areas, and work islands reflect an appropriate image of the Pharmacy Involvement with financial reports as appropriate Read and action store communications on in-store web File incident reports when any customer or staff...Hourly payLocal areaFlexible hours$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...Full time- ...confidentiality on all matters relating to the affairs of the Language & Culture Department and TteS. Other related duties as required. (5%) Financial Responsibility To aid in expense tracking with relevant department budgets as per Language and Culture Manager direction....Permanent employmentFull timeWork at officeMonday to fridayShift workNight shiftDay shift
$40k 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...Work at office$25.98 per hour
...Transit, and Sanitary Sewer Agreements. Other Duties (5%) Perform additional responsibilities as needed to support the role. Financial Responsibility Develop terms of reference, budgets, and schedules for planning projects. Track project budgets and monitor...Long term contractPermanent employmentFull timeFor contractorsSummer workWork at officeLocal areaMonday to fridayShift workDay shift- ...to the clinical area(s). The Manager, Clinical Operations is accountable for: efficient, effective utilization of approved physical, financial, and human resources; guiding and coordinating activities of the clinical area(s) in accordance with professional standards;...Hourly payFull timeCasual workLocal areaWork from home
$51.42 per hour
...sufficient critical information Manage a varied caseload with input from your team members on medical, psychological, physical, and financial issues Actively listen, motivate, and clearly explain detailed and complex information verbally and in writing Learn more:...Hourly payWork at officeImmediate startRemote work- ...in North America. Our competitive total rewards package provides compensation and benefits that support your physical, mental and financial wellbeing. We offer exciting, challenging work with opportunities to develop your skills and knowledge. Employment Equity At...Work at officeRemote work
$20.5 per hour
...Dependability Benefits Health benefits Dental plan Health care plan Paramedical services coverage Vision care benefits Financial benefits Group insurance benefits Life insurance Other benefits Other benefits Team building opportunities Travel...Remote work- ...Maintaining the highest standards of cleanliness and food safety Demonstrating a “guest first” approach always Developing and meeting financial plans Coordinating in-store promotions Promoting their restaurant in the local market Previous supervisory experience...Local areaShift work
- ...educational resources to confirm terms of use of third party materials within course content. ~ Prepares payment requests and carries out financial transactions related to obtaining licenses. ~ Updates departmental databases to reflect clearance status of third party...
- ..., do not respond to unsolicited job offers from individuals or e-mail addresses, and never disclose any sensitive details about your identity (including personal or financial) to anyone you do not know or trust or on any unverified website, or website you do not trust....Full timeFlexible hoursShift work
- ...People I – Integrity R – Respect I – Innovation T – Teamwork As a purpose-driven business, L.B. Foster looks to combine financial success with social and environmental responsibility. By integrating purpose into our business model, strategies and operations we...Work at officeFlexible hoursWeekday work
$42k - $45k per year
...We support our self-motivated team’s professional development and personal goals with an environment that provides ongoing training, financial incentives for excellence, and additional rewards for growing the volume of Rentokil Terminix business. We pride ourselves on being...For contractorsMonday to fridayShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor - CIRO-MFD/AMF. Be the first to apply!
Related searches
- financial planning consultant Kamloops, BC
- financial advisor - full time Kamloops, BC
- financial advisor assistant Kamloops, BC
- finance consultant Kamloops, BC
- financial services associate Kamloops, BC
- conseiller financier Kamloops, BC
- financial advisor - investment & retirement planning Kamloops, BC
- senior financial advisor Kamloops, BC
- financial advisor Kamloops, BC
- financial planning consultant