Client engagement and personalized financial advice define this on-site Associate Financial Advisor position at CIBC’s Vancouver banking centre. Support personal and small business clients.
As an Associate Financial Advisor within Personal and Business Banking, you’ll understand client priorities and recommend straightforward solutions. You’ll manage mortgage clients individually or collaboratively, deepening relationships through advice-based conversations. This regular position requires 37.5 weekly hours, banking centre flexibility, and travel between nearby centres.
Key Responsibilities: Meet clients to understand personal and business priorities
Recommend solutions and provide forward-looking financial plans
Manage mortgage client portfolios and deepen relationships
Network, conduct outreach,



and identify business opportunities
Introduce clients to CIBC mobile banking applications
Requirements: Two to three years providing financial advice and achieving sales results
Current Mutual Funds License accreditation and good standing
Eligibility for CIRO-MFD licensing requirements
Client-first, goal-oriented, detail-focused approach
Flexibility for evenings, weekends, and nearby banking centres
Bring financial advice, client relations, and relationship-building skills to CIBC’s Associate Financial Advisor position in Vancouver.

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📌 Associate Financial Advisor Vancouver (British Columbia)
🏢 CIBC
📍 British Columbia