Wealth Management Advisor

Position: Wealth Management Advisor at CIBC
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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