Cibc
PrivateBankingAdvisor
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Private Banking Advisor at Cibc. Skills: Relationship and Portfolio Management, Planning and Advice, Business Development. 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. support overall client needs for broader Wealth Advisory services including Investment, Retirement and Estate Planning Services”
What You'll Achieve.
increases overall profit contribution to CIBC Private Wealth Management; 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; identify opportunities to broaden the client’s suite of products and services; acquire new clients who have sophisticated financial needs, are people of influence and/or who require complex global financial solutions; Search for and develop untapped opportunities to promote CIBC Private Wealth Management within the HNW market
Industry & Context.
Resolve extremely complex credit issues for clients; risk assessment; in-depth financial analysis
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency), We use artificial intelligence tools during the recruitment process
What They're Looking For.
Must Have
current accreditation and are in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) to support investments administered under this platform, 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, enjoy an active role in community events, charitable organizations and industry associations, legally eligible to work at the location(s) specified above, where applicable, must have a valid work or study permit
Nice to Have
knowledge of a diverse marketplace and needs of local clients, enjoy an active role in community events, charitable organizations and industry associations
What You'll Do.
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
support overall client needs for broader Wealth Advisory services including Investment
Retirement and Estate Planning Services
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 business as well as providing private banking services to HNW clients of Wood Gundy
Review client portfolios and financial needs from a holistic perspective and identify opportunities to broaden the client’s suite of products and services
Meet regularly with clients to conduct portfolio reviews and introduce new product and service solutions
Understand wealth generation by small to medium business enterprises and the complexity of monetizing their value
acquire new clients who have sophisticated financial needs
are people of influence and/or who require complex global financial solutions
Search for and develop untapped opportunities to promote CIBC Private Wealth Management within the HNW market
Represent CIBC on Boards
participate in charitable organizations and engage in appropriate social networks
Play an active role in large deal teams focusing on ultra HNW clients
especially with introductions from Commercial Banking
Continuously update your knowledge and skills
Demonstrate a commitment to keep up-to-date with current events
overall economic and financial environment
etc. and proactively communicate developments or changes to client as applicable to their financial situation
Be involved in the community through participation in business and industry associations
and aid in the development of a professional network comprised of the target client segment
How You'll Work.
Team & Collaboration
working closely with Credit Specialists and Commercial Banking; Play an active role in large deal teams focusing on ultra HNW clients, especially with introductions from Commercial Banking; collaboration
Communication Scope
proactively communicate developments or changes to client as applicable to their financial situation
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 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 also support overall client needs for broader Wealth Advisory services including Investment, Retirement and Estate Planning Services. _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 business as well as providing private banking services to HNW clients of Wood Gundy. * **Planning and Advice** – Review client portfolios and financial needs from a holistic perspective and identify opportunities to broaden the client’s suite of products and services. Meet regularly with clien
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