Associate, Private Banking Advisor

CIBC Capital Markets

Thornhill, Canada
**
Relationship management skills
Financial analysis on clients
Develop new client relationships
** CIBC Capital Markets is seeking an Associate, Private Banking Advisor to support a Senior Private Banker in managing a portfolio of high-net-worth clients by providing exceptional service and developing business opportunities. The role emphasizes relationship management, financial planning, and community engagement, while offering a supportive work environment. **

Job Summary

  • You will be responsible for working with a Senior Private Banker in 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 provide exceptional service to your team’s UHNW Private Banking clients by assisting them with their transactional banking needs on a reactive and proactive basis.
  • 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.

Matching Summary

Match Score: 75

** CIBC Capital Markets is seeking an Associate, Private Banking Advisor to support a Senior Private Banker in managing a portfolio of high-net-worth clients by providing exceptional service and developing business opportunities. The role emphasizes relationship management, financial planning, and community engagement, while offering a supportive work environment. **

Skills & Requirements

Must-have

  • Relationship management skills
  • Financial analysis on clients
  • Develop new client relationships
  • Banking, credit and investment products
  • Client portfolio reviews

Nice-to-have

  • Active role in community events
  • Established profile in local business
  • Holistic perspective on client needs
  • Embrace strengths and ambitions

Key Requirements

  • Certified Investment Representative (CIRO-ID)
  • Professional Financial Planning Course
  • Certified Financial Planners Designation
  • Experience in personal financial planning
  • Financial services experience in private banking
  • Legally eligible to work at the location

Work Rights

Not specified

Tailored Resume

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