CIBC

Finance

AssociatePrivateBankingAdvisor-Bilingual

Montreal, Quebec, Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Associate Private Banking Advisor - Bilingual at CIBC. Skills: Relationship management, Portfolio management, Business development, Client service. Managing and growing a portfolio of cash management, lending and investment products and services. Providing exceptional service to UHNW Private Banking clients”

What You'll Achieve.

Increases overall profit contribution to CIBC Private Wealth Management; Ensures quality of account portfolio; Acquire new clients

Industry & Context.

Finance
Problems you'll solve

Resolve extremely complex credit issues for clients; Client Issue Resolution

Eligibility Requirements

Legally eligible to work at the specified location, Valid work or study permit (where applicable), May be asked to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency), Use of artificial intelligence tools during the recruitment process

What They're Looking For.

Must Have

Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID), Professional Financial Planning Course, Continuing education to Certified Financial Planners Designation, Concepts of personal financial planning, Knowledge of all banking, investment and credit products and services, Financial services experience in private banking, wealth advisory, or brokerage, Relationship management skills sufficient to build relationships with customers, to identify partnership and consolidation opportunities, Demonstrated success in ability to build and maintain new client relationships, Established profile in the local business community, Knowledge of a diverse marketplace and needs of local clients, Fluent in French and English

Nice to Have

Certified Financial Planners Designation

What You'll Do.

Managing and growing a portfolio of cash management

lending and investment products and services

Providing exceptional service to UHNW Private Banking clients

Assisting clients with transactional banking needs on a reactive and proactive basis

Supporting Senior Private Banker in introducing clients to partners across the Bank

Building a portfolio of HNW clients whose needs are primarily banking

credit and investment based

Performing risk assessment and in-depth financial analysis on all potential or existing High New Worth clients

Resolving complex credit issues for clients

Providing specialized services to key HNW markets

Reviewing client portfolios and financial needs from a holistic perspective

Identifying opportunities to broaden the client’s suite of products and services

Conducting portfolio reviews with clients

Introducing new product and service solutions

Acquiring new clients with sophisticated financial needs

Developing untapped opportunities to promote CIBC Private Wealth Management

Playing an active role in large deal teams focusing on ultra HNW clients

Updating knowledge and skills on current events

economic and financial environment

Communicating developments or changes to clients

How You'll Work.

Team & Collaboration

Working with a Senior Private Banker; Introducing clients to partners across the Bank (Wealth Strategy, Commercial Banking, Wood Gundy, Private Investment Counsel, Trust, Bank USA); Working closely with Credit Specialists and Commercial Banking; Engaging in large deal teams; Participating in business and industry associations

Communication Scope

Communicating developments or changes to clients

Full Job Description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit [CIBC.com](https://www.cibc.com/en/about-cibc.html) **What You 'll be Doing** 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. You will support the Senior Private Banker as your team introduces your clients to partners across the Bank, including Wealth Strategy, Commercial Banking, Wood Gundy, Private Investment Counsel, Trust, Bank USA and others. _At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview._ **How You’ll Succeed** * **Relationship and Portfolio Management –** Contribute to the group’s High Net Worth (HNW) business by building a portfolio of HNW clients whose needs are primarily banking, credit and investment based. Ensure quality of account portfolio by performing risk assessment and in-depth financial analysis on all potential or existing High New Worth clients on an ongoing basis. Resolve extremely complex credit issues for clients by working closely with Credit Specialists and Commercial Banking. Provide specialized services to key HNW markets like professional services to partners of major law, accounting and medical

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