Deliver tailored financial advice at CIBC in Barrie, using client engagement and portfolio management to support lasting relationships. This full time, on-site position supports Imperial Service clients.
As a Financial Advisor on the Imperial Service Banking Team, you will build and grow a dedicated client portfolio. You will act as a single point of contact, supporting financial planning across banking, investments, lending, and estate planning. The position requires relationship management, business development, and community connections.
Key Responsibilities: Build and grow a dedicated client portfolio
Provide tailored financial planning advice and solutions
Create sales plans for local market opportunities




Develop client relationships through networking and referrals
Participate in community events and outreach activities
Requirements: One to three years providing financial advice
Experience establishing relationships while achieving performance targets
Current CIRO-MFD accreditation and good standing
Eligibility for CIRO-MFD licensing requirements
Flexibility for evenings, weekends, and multiple banking centres
Bring financial advising, investments, lending, and relationship-building expertise to CIBC’s Imperial Service team in Barrie.

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📌 Financial Advisor Imperial Service Barrie (Ontario)
🏢 CIBC
📍 Ontario