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Wealth Management Advisor
Job in
Fredericton, New Brunswick, A3A, Canada
Listed on 2026-06-07
Listing for:
CIBC
Full Time
position Listed on 2026-06-07
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Elevate your career with CIBC as a Wealth Management Advisor in Moncton. Manage high-net-worth client portfolios while providing exceptional banking, lending, and investment solutions.
As a key advisor, you'll be responsible for growing a portfolio of high-net-worth clients and delivering tailored wealth advisory services including investment, retirement, and estate planning. You will perform in-depth financial analyses and resolve complex credit issues, collaborating with specialists for optimal client solutions, while also cultivating relationships in the local business community to promote CIBC’s services.
Key Responsibilities:
• Build and manage a portfolio of high-net-worth clients
• Conduct risk assessments and financial analyses
• Resolve complex credit issues with specialists
• Offer specialized services to key markets
• Regularly meet clients for portfolio reviews
Requirements:
• Certification as an Investment Representative (IR)
• Experience in private banking or wealth advisory
• Strong knowledge of banking and investment products
• Proven client relationship management skills
• Active community involvement in local events
Leverage your expertise in financial planning to create impactful client relationships at CIBC.
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