Senior Private Banking Advisor

CIBC Capital Markets

Halifax, NS, CA
Competitive salary; incentive pyy available; benef...
Fully remote
Portfolio management experience
Client relationship building
Business development in hnw market
The role involves managing and growing a portfolio of cash management, lending, and investment products to increase profit contribution

Job Summary

  • The role involves managing and growing a portfolio of cash management, lending, and investment products to increase profit contribution.
  • Candidates must acquire new clients with sophisticated financial needs and develop relationships within the High Net Worth market.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and an employee share purchase plan.

Matching Summary

The role involves managing and growing a portfolio of cash management, lending, and investment products to increase profit contribution.

Salary

Competitive salary; Incentive pay available; Benefits include pension and share purchase plan

Skills & Requirements

Must-have

  • Portfolio management experience
  • Client relationship building
  • Business development in HNW market
  • Financial analysis skills
  • Risk assessment capabilities

Nice-to-have

  • Holistic financial planning perspective
  • Small to medium business expertise
  • Global financial solutions knowledge
  • Service excellence mindset
  • Critical thinking abilities

Key Requirements

  • CIRO-ID Investment Dealer license
  • Certified Financial Planner designation or equivalent
  • Professional Financial Planning Course accreditation
  • Experience in private banking or advisory roles

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter