Private Banking Advisor

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. You will 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

• Relationship and Portfolio Management 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. Ensure quality of account portfolio by performing risk assessment and in-depth financial analysis on all potential or existing High New Worth clients on an ongoing basis. Resolve extremely complex credit issues for clients by working closely with Credit Specialists and Commercial Banking. Provide specialized services to key HNW markets like professional services to partners of major law accounting and medical business as well as providing 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 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 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 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 your knowledge and skills Demonstrate a commitment to 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 client 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.

Who You Are

At CIBC we seek individuals who value innovation collaboration and client service. This posting is for a role we regularly recruit for to support our talent pipeline. Apply to be considered for future opportunities.

#LI-TA

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

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.

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

Moncton-135 Main Street

Employment Type

Regular

Weekly Hours

37.5

Skills

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

Required Experience :

Unclear Seniority

Key Skills

Change Management,FMCG Sales,Business Objects,Claims Investigation,ERP,ACCA

Experience : years

Vacancy : 1