Private Banking Advisor

What You’ll Be Doing

You will be responsible for effectively managing and growing a portfolio of cash management, lending and investment products and services, increasing overall profit contribution to CIBC Private Wealth Management. You will also support overall client needs for broader Wealth Advisory services including Investment, Retirement and Estate Planning Services.

• Relationship and Portfolio Management:
  Contribute to the group’s High Net Worth (HNW) business by building a portfolio of HNW clients whose needs are primarily banking, credit and investment based. Perform risk assessment and in-depth financial analysis on all potential or existing High New Worth clients on an ongoing basis. Resolve complex credit issues for clients by working closely with Credit Specialists and Commercial Banking.
  
  Provide specialized services to key HNW markets such as professional services partners of major law, accounting and medical businesses, and private banking services to HNW clients of Wood Gundy.
• Planning and Advice:
  Review client portfolios and financial needs from a holistic perspective and identify opportunities to broaden the client’s suite of products and services. Meet regularly with clients to conduct portfolio reviews and introduce new product and service solutions. Understand wealth generation by small to medium business enterprises and the complexity of monetizing their value.
• Business Development:
  Acquire new clients with sophisticated financial needs and influence, and develop untapped opportunities to promote CIBC Private Wealth Management within the HNW market. Represent CIBC on Boards, participate in charitable organizations and engage in appropriate social networks. Play an active role in large deal teams focusing on ultra HNW clients, especially with introductions from Commercial Banking.
• Continuously update knowledge and skills:
  Keep up-to-date with current events, overall economic and financial environment, trends, product developments, legislative changes, etc., and proactively communicate developments or changes to clients as applicable to their financial situation. Be involved in the community through participation in business and industry associations, and aid in the development of a professional network comprised of the target client segment.

• You’re a certified professional in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization – Investment Dealer (CIRO-), and have completed the Professional Financial Planning Course and continuing education to Certified Financial Planner designation.
• You have experience in concepts of personal financial planning and a strong knowledge of all banking, investment and credit products and services, with a background in private banking, wealth advisory, or brokerage.
• You prioritize clients, building strong relationships, identifying partnership and consolidation opportunities, and achieving success in building and maintaining new client relationships.
• You have an established profile in the local business community, knowledge of a diverse marketplace, and a track record of active participation in community events, charitable organizations and industry associations.
• You bring your real self to work and live our values of trust, teamwork and accountability.

At CIBC, we prioritize your goals. Our offer includes a competitive salary, incentive pay, banking benefits, a benefits program*, a defined benefit pension plan*, an employee share purchase plan, a vacation offer, wellbeing support, and Moment Makers, our social, points‑based recognition program. We cultivate a culture where you can express your ambition through initiatives such as Purpose Day, a paid day off dedicated to your growth and development.

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. If you need accommodation, please contact Mailb We use artificial intelligence tools in the recruitment process and may ask you to complete attribute‑based assessments and other skills tests.

Location: 150 Elgin St., Suite 1900

Employment Type: Regular (Weekly

Hours:

37.5)

• Analytical Thinking
• Business Development
• Client Issue Resolution
• Client Service
• Customer Experience (CX)
• Financial Products
• Portfolio Management
• Wealth Management

* Subject to plan and program terms and conditions.