Associate Financial Advisor SK

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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 develop a deep understanding of your personal and small‑business clients’ needs and recommend simple, personalized solutions that help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients with a focus on deepening the client relationship.

To successfully perform the work, you’ll be on‑site full‑time.

• Client engagement – Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward‑looking financial plan.
• Relationship building – Engage in marketing and outreach activities to show clients you value them and their communities.
• Business development – Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners.
• Leveraging technology – Introduce clients to our mobile banking applications and help them manage their banking needs.

• You put our clients first and engage with purpose to find the right solutions.
• You’re goal‑oriented, motivated by achieving your goals and delivering your best.
• You know that details matter and your critical thinking skills inform your decision making.
• You’re passionate about people and find meaning in relationships.
• You love to learn, and you have a strong sense of curiosity.
• You have 2–3 years of experience providing financial advice and achieving sales results through advice‑based conversations.
• You are a certified professional with current accreditation in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and must meet eligibility for CIRO‑MFD licensing. Current CFSA accreditation is an asset.
• Values matter to you. You bring your real self to work and live our values – trust, teamwork, and accountability.

• Competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and Moment Makers, our social, points‑based recognition program.
• Spaces and technological toolkit that enable collaboration and innovation.
• Culture that allows you to express your ambition through initiatives like Purpose Day – a paid day off dedicated for your growth.
• Subject to plan and program terms and conditions.

• CIBC is committed to an inclusive environment where all team members and clients feel they belong. We seek applicants with a wide range of abilities and provide an accessible candidate experience.
• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
• You must be legally eligible to work at the specified location and, where applicable, have a valid work or study permit.
• You may be asked to complete an attribute‑based assessment and other skills tests.
• We use AI tools during the recruitment process to learn more about you.

Job Location: Estevan-1138-4th Street

Employment Type: Regular (Full‑time)

Weekly

Hours:

37.5

Skills: Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results‑Oriented

Seniority Level: Entry level

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