Senior Private Banking Advisor Thornhill

Senior Private Banking Advisor in Thornhill, managing cash management, lending, and investment products while supporting high net worth clients. Portfolio analysis and service excellence matter.

At CIBC Private Wealth Management, this senior advisor manages and grows portfolios while addressing transactional banking needs. The work includes client reviews, business development, relationship building, and financial analysis. You will support investment, retirement, and estate planning services for broader wealth advisory needs.

• Manage and grow cash management, lending, and investment portfolios
• Review client portfolios and identify broader product opportunities
• Acquire high net worth clients with sophisticated financial needs
• Build relationships and develop client action plans
• Perform risk assessments and in-depth financial analyses

• Strong knowledge of banking, investment, and credit products
• Experience with personal financial planning concepts
• Financial services experience in private banking or advisory
• Three to five years of private banking experience preferred
• Critical thinking and strong client service skills

Bring private banking, portfolio management, and financial analysis expertise to CIBC’s high net worth clients in Thornhill.