Senior Private Banking Advisor Bilingual

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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 youll 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.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How youll succeed

• Client Service Review client portfolios and financial needs from a holistic perspective and identify opportunities to broaden the clients 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 - Through business development activities acquire new clients who have sophisticated financial needs are people of influence and/or who require complex global financial solutions. 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 groups 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.)

• Relationship Building - Increase retention and consolidation of CIBC Private Wealth Management clients business by understanding the clients and developing strong relationships and action plans to provide appropriate investment credit banking solutions and wealth advisory services. Provide consistent service excellence at all client touch points to meet High Net Worth clients expectations for service delivery and issue resolution.

• Analysis - Ensure quality of account portfolio by performing risk assessment and in-depth financial analysis on all potential or existing High Net Worth clients on an ongoing basis. 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 put our clients first. You engage with purpose to find the right solutions. You go the extra mile because its the right thing to do.

• You can demonstrate experience with concepts of personal financial planning and strong knowledge of all banking investment and credit products and services and financial services experience (private client private banking advisory brokerage etc.)

• You know that details matter. You notice things that others dont. Your critical thinking skills help to inform your decision making.

• You a certified professional. You have successfully completed your Canadian Securities Course (CSC) or Canadian Investment Funds Course (CIFC) Professional Financial Planning Course and Certified Financial Planners Designation (IQPF) ( an asset).

• Values matter to you. You bring your real self to work and you live our values trust teamwork and accountability.

• Youre fluent in French and English to serve our clients in the community.

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 work to recognize you in meaningful personalized ways including a competitive salary incentive pay banking benefits a benefits program* defined benefit pension plan* an employee share purchase plan a vacation offering wellbeing support and MomentMakers our social points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• 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.

*Subject to plan and program terms and conditions

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

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities were actively recruiting for unless stated otherwise.

• You need to be legally eligible to work at the location(s) specified above and where applicable must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills test (such as simulation coding French proficiency).

• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you all that you have to offer and give you the opportunity to learn more about us.

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