Senior Private Banking Advisor (12-Month Secondment)

Location: Toronto, Ontario, Canada. Work arrangement details, including the proportion of onsite and remote work, will be discussed during the interview. Candidates must be legally eligible to work at the specified location and hold a valid work or study permit where applicable.

Company

CIBC is a relationship-oriented bank providing banking, private wealth management, lending, investment, and financial advisory services.

What you will do

• Manage and grow a portfolio of cash management, lending, investment, and wealth advisory products for high-net-worth clients.
• Review client portfolios and financial needs holistically, conduct regular portfolio reviews, and identify opportunities to expand products and services.
• Acquire new high-net-worth clients with sophisticated financial needs and develop business opportunities within the private wealth market.
• Build and maintain strong relationships with clients, internal teams, and external networks to improve retention, consolidation, and service delivery.
• Resolve complex credit issues and develop banking, credit, investment, and wealth management solutions.
• Perform ongoing risk assessments and in-depth financial analyses while ensuring recommendations follow bank risk standards and guidelines.

Requirements

• Experience with personal financial planning and strong knowledge of banking, investment, and credit products and services.
• Relevant financial services experience, including private client, private banking, advisory, or brokerage work.
• Postsecondary degree or diploma and/or at least 4 years of relevant experience.
• Current Canadian Investment Regulatory Organization Investment Dealer accreditation in good standing, with CFP certification required upon hire.
• Strong client service, relationship-building, business development, analytical thinking, and financial analysis skills.
• Legal eligibility to work in Canada at the specified location; a valid work or study permit is required where applicable.

Culture & Benefits

• Inclusive work environment focused on trust, teamwork, accountability, and accessibility.
• Competitive compensation and banking benefits, subject to program terms and conditions.
• Wellbeing support, employee and family assistance programs, and a points-based recognition program.
• Modern workspaces and technology designed to support collaboration and innovation.

Hiring process

• The process may include an attribute-based assessment and additional skills tests, such as simulations or French proficiency testing.
• Artificial intelligence tools may be used during recruitment.