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
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 which increases overall profit contribution to CIBC Private Wealth Management.
As a Senior Private Banking Advisor, you will provide exceptional service to Private Banking clients by assisting them with their transactional banking needs and responding to their queries.
You also support overall client needs for broader Wealth Advisory services including Investment, Retirement and Estate Planning services.
Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How You’ll Succeed
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.
Search for and develop untapped opportunities to promote CIBC Private Wealth Management within the High Net Worth market.
Develop and maintain high quality, effective relationships with internal and external networks. 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 (i.
e. mutual funds, fixed income products, GICs, Imperial Investor Services, PPS, etc.)
Provide consistent service excellence at all client touch points to meet High Net Worth client’s expectations for service delivery and issue resolution.
Ensure that all recommendations and actions adhere to all Bank risk standards and guidelines. Assess performance through review of Local Level Reporting (LLR) and build target plans to enable achievement of required business objectives and to support execution of annual portfolio plan.
Who You Are
You have 3-5 years experience as a Private Banker would be preferred.
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 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.
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
Regina- Hamilton - 4th
Business, Credit, High Net Worth Individuals, Investment Products, Lending, Private Banking, Profitability