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Manage and grow a portfolio through relationship-driven financial advice, comprehensive planning, and client service. Proactively develop new business via networking and community outreach, leveraging CIBC credit and investment solutions to meet client goals and increase referrals.

As a Financial Advisor, you'll manage client portfolios, provide financial advice, engage in business development, and enhance community involvement to grow client relationships at CIBC.

Build and grow a client portfolio through relationship management, financial advice, and exceptional service. Provide needs-based solutions across banking, investments, lending and estate planning. Drive business development, cultivate referrals, attend community events, and work flexible banking centre hours on-site full-time.

Manage and grow a complex personal and business client portfolio through relationship management, comprehensive financial planning (investments, retirement, estate), and exceptional service. Mentor advisors, develop local sales plans, convert leads, and deliver fiduciary investment advice while working on-site across multiple banking centres and flexible hours.

Build and manage client relationships in a banking centre, understand personal and business goals, recommend tailored financial products, and provide guidance on cash management, credit, investments, and wealth protection. Conduct outreach and marketing activities, grow client networks, connect customers with internal specialists, and promote mobile banking tools. The role is full-time onsite, includes flexible evening and weekend hours, and may require work at multiple nearby banking centres.

Build and manage client relationships in a banking centre by understanding personal and business goals, recommending financial products, supporting cash management, credit, investments, and wealth protection needs, and promoting digital banking tools. The role includes marketing and outreach, networking, sales-result achievement, and connecting clients with internal specialists. Full-time on-site work, evening and weekend flexibility, and availability across nearby banking centres are required.

Provide mobile, relationship-driven mortgage advice to clients in English and French. Build referral networks, convert leads, collaborate with banking centre teams, and support mortgage documentation and lending processes while working predominantly remotely with occasional on-site requirements.

Serve clients at branch banking centres by building relationships, understanding goals, recommending appropriate cash management, credit, investment and protection solutions, promoting digital tools, meeting sales targets, and supporting community outreach. Work on-site full-time with flexible hours and occasional travel between branches.

Provide mobile, client-focused mortgage advice and product solutions; develop business through local market knowledge and networking; collaborate with banking teams and realtors to convert leads and support clients through mortgage documentation and lending processes.

Provide administrative support to Investment Advisors in a Wood Gundy brokerage, servicing high‑net‑worth client accounts. Maintain compliance standards, support marketing and business development, assist with client engagement and investment documentation, and help improve team productivity.