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Associate Private Banking Advisor at CIBC - ApplyBlast

Associate Private Banking Advisor

CIBC

10 days ago

4.3 on Glassdoor

Mississauga, Ontario, Canada

Hybrid

Full Time

Medior

0 applicants

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About this role

The Associate Private Banking Advisor supports a Senior Private Banker in managing and growing a portfolio of cash management, lending, and investment products for UHNW and HNW clients. This role focuses on providing exceptional transactional banking services, conducting portfolio reviews, and identifying opportunities to expand the client suite. The position also involves business development activities to acquire new sophisticated clients and represent CIBC within the local business community.

Responsibilities

Manage and grow a portfolio of cash management, lending, and investment products for UHNW clients
Conduct portfolio reviews and identify opportunities to broaden client product suites
Acquire new clients with sophisticated financial needs and represent CIBC in business networks

Skills

Qualifications

Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)Professional Financial Planning CourseCertified Financial Planners Designation

About CIBC

cibc.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1867

View Profile

CIBC (Canadian Imperial Bank of Commerce) is one of Canada’s major banks providing personal, business and wealth management services. It offers everyday banking, credit cards, mortgages, loans, investing and financial advice through branches, phone and online/mobile channels. CIBC serves individuals, small businesses and institutional clients with digital tools, financial planning and specialized products such as private and commercial banking. Customers rely on CIBC for its broad product suite, omnichannel access and Canadian market presence.