Financial Advisor-CIRO-MFD/AMF (Urban)

Location: On-site full-time in Victoria, BC, with flexibility to work at multiple banking centres within a reasonable travel distance; banking centre hours may include evenings and weekends.

Company

CIBC is a relationship-oriented bank providing personal and business banking, financial planning, investment, lending, and client service solutions.

What you will do

• Build and grow a dedicated client portfolio through relationship management and exceptional service.
• Provide tailored advice across day-to-day banking, investments, lending, and estate planning.
• Develop local-market sales plans, convert leads, generate opportunities, and increase referrals.
• Build networks through relationship development, community events, marketing, and outreach activities.
• Act as a single point of contact and help clients plan for financial needs, homeownership, and business goals.

Requirements

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

Nice to have

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

Culture & Benefits

• Competitive salary, incentive pay, banking benefits, an employee benefits program, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and recognition programs.
• Access to a technological toolkit and collaborative workspaces supporting client-focused solutions.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible candidate experience with accommodation support.
• Regular employment at 37.5 hours per week.

Hiring process

• An attribute-based assessment and other skills tests may be required, including simulation, coding, or French proficiency assessments.
• Artificial intelligence tools may be used during recruitment.