Sr. Private Banking Advisor - Bilingual

CIBC

Montreal, QC, Canada
Competitive salary; incentive pyy included; define...
Fully remote
Bilingual french and english fluency
Ciro-id investment dealer license
High net worth client portfolio management
The role involves managing and growing a portfolio of cash management, lending, and investment products for high net worth clients

Job Summary

  • The role involves managing and growing a portfolio of cash management, lending, and investment products for high net worth clients.
  • Candidates must possess a CIRO-ID license and demonstrate bilingual fluency in French and English to serve the community effectively.
  • CIBC offers a competitive salary, incentive pay, a defined benefit pension plan, and a culture that supports personal growth through initiatives like Purpose Day.

Matching Summary

The role involves managing and growing a portfolio of cash management, lending, and investment products for high net worth clients.

Salary

Competitive salary; Incentive pay included; Defined benefit pension plan and benefits program

Skills & Requirements

Must-have

  • Bilingual French and English fluency
  • CIRO-ID Investment Dealer license
  • High Net Worth client portfolio management
  • Complex credit issue resolution
  • In-depth financial analysis skills

Nice-to-have

  • Holistic perspective on client needs
  • Strong relationship building capabilities
  • Experience with small to medium enterprises
  • Proactive ownership of milestones
  • Team spirit and partnership behaviors

Key Requirements

  • Postsecondary degree or 4 years relevant experience
  • Current CIRO-ID accreditation and good standing
  • CFP certification upon hire
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter