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Financial analyst Jobs in Smiths Falls, ON

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Financial analyst • smiths falls on

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Financial Advisor CIRO-MFD

Financial Advisor CIRO-MFD

CIBCSmiths Falls, ON, CA
Full-time
We’re building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strength...Show moreLast updated: 20 hours ago
Financial Advisor - Smiths Falls, On

Financial Advisor - Smiths Falls, On

ScotiabankSmiths Falls, ON, CA
Full-time +1
Title : Financial Advisor - Smiths Falls, On.Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Financial Advisor / Smiths Falls, ON / Permanent / Full...Show moreLast updated: 8 days ago
In-Store Financial Sales Consultant (Flexible Hours + Commission)

In-Store Financial Sales Consultant (Flexible Hours + Commission)

Kognitive Marketing IncSmiths Falls, ON, CA
Full-time
A prominent marketing agency in Canada is seeking a Sales Representative in Smiths Falls, Ontario.In this role, you will educate customers on the Canadian Tire Triangle Mastercard, driving sales an...Show moreLast updated: 2 days ago
Senior IT Systems Analyst

Senior IT Systems Analyst

White ForceOntario
Full-time
Show moreLast updated: 30+ days ago
JPC -1454 - Service Desk Analyst

JPC -1454 - Service Desk Analyst

ITS GlobalOntario
Temporary
Our client is seeking a Service Desk Analyst to respond to and diagnose problems through discussions with their end users. This includes problem recognition, research, isolation, and resolution step...Show moreLast updated: 30+ days ago
Mortgage Consultant - SC

Mortgage Consultant - SC

Capital City Home LoansAny location
Full-time
The Mortgage Consultant pro-actively markets and promotes Capital City Home Loans financial products to meet established loan quality and production goals. The Mortgage Consultant represents the com...Show moreLast updated: 30+ days ago
2026 Summer - Client Advisor Student Intern

2026 Summer - Client Advisor Student Intern

Royal Bank of Canada>SMITHS FALLS, Canada
Full-time +1
Are you 1-3 years away from graduation and plan to pursue a career in banking? We have Summer Student Intern opportunities available in. Smith Falls and Rideau Lakes area (see possible work location...Show moreLast updated: 3 days ago
Financial Planner

Financial Planner

BMOSmiths Falls, Ontario, Canada
Part-time
Retail Banking Sales & Service.Join BMO - imagine the possibilities.Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning poss...Show moreLast updated: 30+ days ago
Remote Senior Finance Specialist - AI Trainer

Remote Senior Finance Specialist - AI Trainer

SuperAnnotateSmiths Falls, Ontario, CA
Remote
Full-time
In this hourly, remote contractor role, you will review AI-generated finance analyses and / or generate expert finance content, evaluating reasoning quality and step-by-step problem-solving while pro...Show moreLast updated: 30+ days ago
Application Support Analyst

Application Support Analyst

Juventus ConsultingOntario
Full-time
We are looking for an Application Developer both Java and.The split would be 75% Java work and 25%.This is 1 year contract, work could be out of Toronto or Waterloo. The required candidate will be a...Show moreLast updated: 30+ days ago
In-Store Financial Sales Pro – Flexible Hours & Commission

In-Store Financial Sales Pro – Flexible Hours & Commission

Kognitive Sales SolutionsSmiths Falls, ON, CA
Full-time
Join a forward-thinking company that empowers its employees to shape their own earnings as a Sales Representative.This role offers a competitive base wage of $17. You will engage with consumers in-s...Show moreLast updated: 30+ days ago
Financial Advisor CIRO-MFD

Financial Advisor CIRO-MFD

Canadian Imperial Bank of CommerceSmiths Falls, ON, CA
Full-time
We’re building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strength...Show moreLast updated: 30+ days ago
Loans Analyst

Loans Analyst

Farm Credit CanadaVarious FCC office s in Ontario may be considered
Full-time +1
Salary Range (plus eligible to receive a performance based incentive, applicable to position) : .Agricultural lending experience required : . Make things happen for your sales team by preparing credit ...Show moreLast updated: 30+ days ago
Bilingual Contracting Specialist (Insurance) - Flexible Work Arrangement Across Ontario

Bilingual Contracting Specialist (Insurance) - Flexible Work Arrangement Across Ontario

Financial HorizonsFlexible Work Arrangement Across Ontario, Canada
Full-time
Un message en français suivra •.Are you someone that loves to stay organized? Are you a go-to person for information and problem solving? Do you take pride in providing high levels of customer servi...Show moreLast updated: 30+ days ago
Customer Service Representative - Remote

Customer Service Representative - Remote

Tim's FinancialSmiths Falls, Ontario
Remote
Full-time
Our Customer Experience team is a group of top performers who work in a highly collaborative setting to ensure advancement of our systems and delivery of the highest quality experience.Think of it ...Show moreLast updated: 30+ days ago
Remote Customer Success Manager – Tadaweb

Remote Customer Success Manager – Tadaweb

JobspaddyOntario
Remote
Full-time
Tadaweb is a scale-up technology company providing an open-source information platform that magnifies the impact of investigative, analytical and operations teams. Over the past 11 years, Tadaweb ha...Show moreLast updated: 30+ days ago
Entry Level Equity Trader Job in Cat Lake, ON | Part Time

Entry Level Equity Trader Job in Cat Lake, ON | Part Time

Maverick TradingCat Lake, Kenora District, ON P0V, Canada
Part-time
Entry Level Equity Trader at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a g...Show moreLast updated: 30+ days ago
Intermediate Programmer Analyst

Intermediate Programmer Analyst

Medavie Blue CrossON, CA
Full-time +1
What makes us a different kind of employer?.As a national health solutions partner, Medavie is committed to improving the wellbeing of Canadians — and in our digital-first culture, technology is ke...Show moreLast updated: 30+ days ago
Hybrid Accounting Technician - Financial Reporting & Tax

Hybrid Accounting Technician - Financial Reporting & Tax

FARM BUSINESS CONSULTANTS (FBC)Smiths Falls, ON, CA
Full-time
A leading agricultural consulting firm in Ontario is seeking an Accounting Technician to join their team.This role offers a hybrid work environment and requires expertise in accounting and related ...Show moreLast updated: 30+ days ago
Financial Advisor CIRO-MFD

Financial Advisor CIRO-MFD

CIBCSmiths Falls, ON, CA
20 hours ago
Job type
  • Full-time
Job description

Overview

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com.

What You'll Be Doing

As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, helping clients secure their futures, own homes, and set up businesses. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How You\'ll Succeed

  • Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships.
  • Business development - Deeply understand your local market and potential client base to create sales plans that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
  • Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who You Are

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
  • You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
  • You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
  • You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
  • You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
  • You’re a certified professional (CIRO-MFD). You have current accreditation and good standing in The Canadian Securities Course (CSC) / Canadian Investments Funds Course (CIFC) / Investment Funds in Canada Course (IFC) and must meet eligibility requirements for CIRO-MFD licensing.
  • You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI / ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI / ICB Legal & Ethical Aspects of Financial Planning Course (0790).
  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
  • What CIBC Offers

  • At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program
  • , defined benefit pension plan
  • , an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
  • Subject to plan and program terms and conditions
  • What You Need To Know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
  • CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
  • We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
  • We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
  • Job Location

    Smiths Falls

    Employment Type

    Regular

    Weekly Hours

    37.5

    Skills

    Banking, Client Base, Client Relations, Customer Engagement, Customer Experience (CX), Educational Savings Plans, Goal Planning, Investment Planning, Retail Credit, Retirement Planning

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