Senior Private Banking Associate

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

The Senior Private Banking Associate provides support to one or more Private Banking Advisor teams. The primary responsibility of this role is to provide exceptional service to Private Banking clients by assisting them with their transactional banking needs and respond to their addition the Senior Assistant Private Banking will have established sales targets and will promote and sell CIBC products and services to clients. The Senior Assistant Private Banking will assist clients with their overall banking needs including lending borrowing investing or commercial lending in nature.

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- Greet customers arriving for meetings and arrange contact with appropriate staff. Liaise with CIBC partners on clients behalf ensuring problem resolution and follow up as required. Complete complex investigations for clients concerning account activity. As required prepare customized assembly of products packages or information to anticipate customer needs prior to private banker meeting with customer. Interact with internal and external service providers (e.g. lawyers CMHC mortgage brokers) when necessary to ensure work is completed correctly and within necessary timeframe. Support Private Banker in the management of their portfolios by reviewing all customer documentation with respect to compliance with regulations and bank policies procedures and guidelines. This may include support to small business (e.g. statement analysis business class)
• Sales Support- Review the clients portfolio and financial needs from a holistic perspective. Identify opportunities to broaden the clients suite of products and services. Meet regularly with clients to conduct less complex portfolio reviews and introduce new product and service solutions. Understand wealth generation by small business enterprises. Increase retention and consolidation of CIBC Private Wealth Management clients business by knowing the clients and developing strong relationships and action plans to provide appropriate investment credit banking solutions and wealth advisory services for less complex portfolios. Provide consistent service excellence at all client touch points to meet High Net Worth clients expectations for service delivery and issue resolution. Ensure quality of account portfolio by performing risk assessment and financial analysis on less complex 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.
• Administrative Support- Assist the Private Banking team in rolling-out special marketing or client events. Manage a diary system for renewals (e.g. GICs) fixed deposits and currency type of deposits. Ensure filing is up to date daily including Mutual Fund trades following review of Compliance Officer. Provide credit underwriting by providing ratings; conduct credit checks obtain required information and prepare credit report; confirm employment and personal information from applications for CIBC products or account openings where the turnaround time will not allow the processing centre to complete the necessary confirmations. Submit credit applications for approval.

Who You Are

• You can demonstrate organizational and administrative skills (e.g capable of setting and meeting realistic time frames for completing assignments and achieving results; capable of operating independently with minimal direction while keeping the manager informed of potential problems or sensitive issues etc.).
• Youre a certified professional. Youre a certified professional. You have current accreditation and are in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) to support investments administered under this platform.
• Youre a strong communicator. You have good interpersonal and communication (verbal and written) skills to interact with a wide range of individuals in situations that require eliciting or sustaining cooperation and participation. Your interactions will sometimes require tact diplomacy and discretion.
• You understand that success is in the details. You notice things that others dont. Your critical thinking skills help to inform your decision making. You can focus your attention when taking notes typing documents financial data entry etc.
• 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.
• Values matter to you. You bring your real self to work and you live our values trust teamwork and accountability.

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.

Job Location

Employment Type

Weekly Hours

Skills