Cibc

Financial Services

PrivateWealthAdvisor-Bilingual

CA$115–185k ~AI est. Montréal, Quebec, Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Private Wealth Advisor-Bilingual at Cibc. Skills: Wealth planning, Client relationships, Revenue generation. Attract, grow, and deepen client relationships. Provide sound wealth planning and advice”

What You'll Achieve.

Achieve business results

Industry & Context.

Financial Services

What They're Looking For.

Must Have

Registered Representative (RR) with CIRO-ID, Institut québécois de planification financière (IQPF) license, 5+ years advising High Net Worth segment, Fluent in French, Fluent in English

Nice to Have

Experience with investment products, Ability to compare and contrast solutions, Proven track record of delivering results, Understand wealth management business, Pull together expertise to support clients

What You'll Do.

and deepen client relationships

Provide sound wealth planning and advice

Meet unique needs of private wealth client

Support Private Bankers in attracting business

Maintain network of relationships

Increase consolidation of High Value Client business

Enhance relationships by providing expert advice

Provide wealth planning services

Cultivate network to establish new client relationships

Build culture of collaboration

Serve clients by meeting financial goals

Champion CIBC within community

Deepen existing client relationships

Develop new client relationships

Build CIBC Private Banking market profile

Involve in industry associations

Involve with advocates

Support client-centric management culture

Create value for clients

Emphasize advisory focus

Emphasize risk management

Emphasize performance orientation

Lead efforts in achieving business results

Support Private Bankers

Make informed choices benefiting client

Make informed choices benefiting CIBC

How You'll Work.

Team & Collaboration

Work alongside Private Bankers; Diverse team of HNW planners; One CIBC offers

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 joining CIBC Private Wealth as part of the Wealth Planning Group. Your focus will be on attracting, growing and deepening client relationships within CIBC Private Banking through sound wealth planning and advice. Your expert knowledge of financial planning, wealth solutions, in coordination with other professionals will help you meet the unique needs of a private wealth client. You will be a part of a diverse team of HNW planners spanning across the country, but your day to day focus will be in the business working alongside Private Bankers in North GTA and Southern Ontario, to achieve business results. _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** * **Client engagement -** Support Private Bankers in attracting and earning client business. Establish and maintain a network of relationships within the delivery network in order to increase consolidation of High Value Client business. Enhance relationships by providing expert financial advice & wealth planning services. Cultivate your network to establish new client relationships and build a culture of collaboration across multiple client offers (One CIBC) so that clients are served by those best able to meet their financial goals * **Business expertise-** Champion CIBC within the community to deepen existing client relationships and devel

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