Cibc
Financial Services
PrivateWealthAdvisor-Bilingual
Neural analysis suggests this role is
optimal for Mid+ candidates.
“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.
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
Applying for this Private Wealth Advisor-Bilingual role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Cibc?
Real rants from real employees. Read before you apply.