Financial Advisor CIRO-MFD (Mandarin / Cantonese)

Location: Richmond Hill, ON; on-site full-time. Flexibility to work evenings, weekends, and at multiple banking centres within a reasonable travel distance.

Company

CIBC is a relationship-oriented bank providing financial services and advice to personal and business clients.

What you will do

• Build and grow a dedicated client portfolio through relationship management and exceptional client service.
• Provide tailored advice across day-to-day banking, investments, lending, estate planning, home ownership, and business setup.
• Develop local sales plans, convert leads, generate referrals, and deliver business results.
• Attend community events and participate in marketing and outreach activities to build brand awareness and client connections.
• Serve clients across multiple banking centres and work banking centre hours, including evenings and weekends.

Requirements

• 1–3 years of experience providing financial advice, establishing client relationships, and achieving performance targets.
• Mandarin or Cantonese language capability.
• Current accreditation and good standing in the Canadian Securities Course, Canadian Investments Funds Course, or Investment Funds in Canada Course, with eligibility for CIRO-MFD licensing.
• For Quebec licensing: current AMF accreditation and good standing, successful completion of CIFC or CSC, and Registered Retirement Consultant certification.
• Strong client engagement, relationship-building, networking, business development, and results-oriented skills.
• Legally eligible to work at the specified Canadian location and, where applicable, holding a valid work or study permit.

Nice to have

• CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).
• CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Culture & Benefits

• Inclusive environment built around trust, teamwork, accountability, and accessible candidate experiences.
• Competitive salary, incentive pay, banking benefits, benefits program, defined benefit pension plan, employee share purchase plan, vacation, and wellbeing support, subject to applicable terms.
• Professional development opportunities, including a paid Purpose Day for personal growth and development.
• Regular employment with 37.5 weekly hours.

Hiring process

• The process may include an attribute-based assessment and skills tests, such as simulations, coding, or French proficiency assessments.
• Artificial intelligence tools may be used during recruitment.