Sr. Private Banking Advisor - Bilingual

CIBC Capital Markets

Mont-1155 Rene Levesque O-1125, Quebec, Canada
Fully remote
Manage and grow portfolio of cash management, lending and investment products
Risk assessment and financial analysis for high net worth clients
Deliver solutions and resolve complex credit issues
As a Senior Private Banking Advisor, you will apply extensive in-depth knowledge and skills to ensure quality of account portfolio by performing risk assessment and in-depth financial analysis on all potential or existing high net worth clients on an ongoing basis

Job Summary

  • As a Senior Private Banking Advisor, you will apply extensive in-depth knowledge and skills to ensure quality of account portfolio by performing risk assessment and in-depth financial analysis on all potential or existing high net worth clients on an ongoing basis.
  • The role has ownership of processes and milestones, connecting people and networks, drawing on the Bank’s broader team and supporting our community.
  • 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

As a Senior Private Banking Advisor, you will apply extensive in-depth knowledge and skills to ensure quality of account portfolio by performing risk assessment and in-depth financial analysis on all potential or existing high net worth clients on an ongoing basis.

Skills & Requirements

Must-have

  • Manage and grow portfolio of cash management, lending and investment products
  • Risk assessment and financial analysis for high net worth clients
  • Deliver solutions and resolve complex credit issues
  • Holistic client financial needs assessment
  • Business development to acquire sophisticated clients
  • Build and maintain strong client relationships

Nice-to-have

  • Embrace strengths and ambitions
  • Empowered at work
  • Make a meaningful impact
  • Truly valued for contributions
  • Foster dedicated team spirit
  • Connect people and networks

Key Requirements

  • 4 years of relevant experience
  • Postsecondary degree/diploma
  • CIRO-ID licensing
  • CFP upon hire
  • Fluent in French and English

Work Rights

Not specified

Tailored Resume

Cover Letter