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Added 2 days ago
H
Finance Expert (Up to $160/hr)
Huzzle.com
Canada
- Contract
Experience as an investor (VC, PE or growth), hedge fund professional or investment banker at a well-known firm or a legitimate startup.
Added 2 days ago
BC
Mergers & Acquisitions Executive
BuySell Consortium
Canada
- Contract
BuySell Consortium advises owners of established Canadian private companies on sales, acquisitions and valuations. Every engagement is partner-led and valuation-grade, and the firm works…
Added 3 days ago
Investment Banking Analyst
UBS
Toronto, ON
We’re looking for a junior Investment Banker to:
Added 3 days ago
Associate Private Banker
Scotiabank
Barrie, ON
We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and…
Added 3 days ago
C
Senior Private Banking Associate
CIBC
Mississauga, ON
- Full-time
…credit products and services and financial services experience (private client, private banking, advisory, brokerage, etc.) You have 3-5 years experience as a Private Banker would be…
Added 5 days ago
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Private Banking Officer, Private Wealth
BMO
Laval, QC · Montreal, QC · IBMM
- Full-time
Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.
Added 5 days ago
Associate Private Banker
Scotiabank
Vaughan, ON
We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and…
Added 6 days ago
T
Senior Private Banker
TD
Toronto, ON
- Full-time
TD Wealth, Private Wealth Management provides high-net worth & ultra-high-net worth clients with holistic discovery and planning towards customized wealth advice and solutions. As part of…
Added 7 days ago
NB
Senior Clerk
National Bank of Canada
Montreal, QC
- Full-time
You'll play a key role in supporting the Commercial, Private Banking 1859, NBF, NBDB and National Bank Trust sectors by maintaining a proactive, diligent and committed presence. With your…
Added 9 days ago
B
Private Banking Associate
BMO
Calgary, AB · CALG
- Full-time
Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and…
Added 10 days ago
NB
Private Banker
National Bank of Canada
Quebec, QC
- Full-time
a Private Banker with the Private Banking 1859 team at National Bank means
Added 10 days ago
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Associate Private Banker
TD
Vancouver, BC
- Full-time
We are currently hiring for an Associate Private Banker. This role is part of the Developing Private Banker program which is a 12 to 24-month accelerated training opportunity for…
Added 10 days ago
C
Associate Private Banking Advisor
CIBC
Mississauga, ON
- Full-time
As an Associate Private Banking Advisor, you will be responsible for working with a Senior Private Banker in effectively managing and growing a portfolio of cash management, lending and…
Added 10 days ago
C
Associate Private Banking Advisor
CIBC
Vancouver, BC
- Full-time
As an Associate Private Banking Advisor, you will be responsible for working with a Senior Private Banker in effectively managing and growing a portfolio of cash management, lending and…
Added 12 days ago
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President / COO - GovernGPT (Montreal)
GovernGPT
Montreal, QC
- $175,000 to $225,000 USD / year
- Full-time
We have a killer team with the only operational agent in the market (private markets).
Added 16 days ago
B
Private Banking Officer
BMO
Vancouver, BC · FBT
- Full-time
Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.
Added 16 days ago
Associate Private Banker - Toronto/Markham
Scotiabank
Toronto, ON · Markham, ON
We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and…
Added 17 days ago
NB
Private Banker
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Moncton, NB
- Full-time
A career as a Private Banker with the Private Banking 1859 team at National Bank means acting as a credit professional and providing financial planning advice to a high-net-worth clientele.…
Added 17 days ago
T
Senior Private Banker, Business Owner
TD
Barrie, ON
- Full-time
Located on the Commercial Banker Centers the Senior Private Banker – Business Owner is accountable for acquiring new business and managing relationships by providing personalized financial…
Added 17 days ago
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Private Banking Client Service Associate
TD
Toronto, ON
- Full-time
TD Wealth, Private Wealth Management provides high-net worth & ultra-high-net worth clients with holistic discovery and planning towards customized wealth advice and solutions. As part of…
Added 17 days ago
Service Support Officer
Scotiabank
Toronto, ON
The Service Support Officer contributes to the overall success of the Private Banking team by ensuring specific individual goals, plans and initiatives are executed/delivered in support of…
Added 17 days ago
Private Banker
Scotiabank
Waterloo, ON
Grow Continuously: A rewarding career path with diverse opportunities for professional development in Private Banking and Wealth Management.
Added 18 days ago
CI
Managing Director, Credit Restructuring
CPP Investments | Investissements RPC
Toronto, ON
- Full-time
With a long-term horizon and global reach, we deploy capital at scale across public and private markets. Our size, stability, and disciplined investment philosophy allow us to pursue…
Added 18 days ago
B
Private Banking Officer, Sales
BMO
Calgary, AB · CALG
- Full-time
Reviews overdraft and other monitoring reports with Private Banker and actions accordingly.
Added 18 days ago
Senior Manager, Healthcare & Professional Specialist
Scotiabank
Toronto, ON
Ensuring student professional relationships are managed and transitioned to the Right Banker upon graduation and becoming practicing professionals

CIBC

Associate Private Banking Advisor

Mississauga, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 28, 2026
Posting language: English
Posted: Oct 14, 2026

Original 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

What You'll be Doing

As an Associate Private Banking Advisor, 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 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 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.
Business Development – 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, trends, product developments, legislative changes, 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.

Who You Are

You’re a certified professional. You have current accreditation and are in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID), Professional Financial Planning Course and continuing education to Certified Financial Planners Designation.
You can demonstrate experience in concepts of personal financial planning and strong knowledge of all banking, investment and credit products and services. You have Financial services experience in private banking, wealth advisory, or brokerage.
You put our clients first. You have relationship management skills sufficient to build strong relationships with customers, to identify partnership and consolidation opportunities. You have demonstrated success in ability to build and maintain new client relationships.
You have an established profile in the local business community. You have knowledge of a diverse marketplace and needs of local clients. You enjoy an active role in community events, charitable organizations and industry associations.
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
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. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

ON-Mississauga, 1 City Centre Dr, Suite 105

Employment Type

Regular

Weekly Hours

37.5

Skills

Private Banking

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More about this job

Responsibilities

Manage and grow a portfolio of high-net-worth clients by supporting their banking, credit, investment, and transactional needs, while assessing risk and resolving complex credit issues. Conduct holistic portfolio reviews, identify opportunities to expand client relationships, acquire new clients, and collaborate with internal partners on sophisticated financial solutions.

Requirements

Candidates must have current Investment Representative accreditation in good standing with CIRO-ID, have completed the Professional Financial Planning Course, and be pursuing continuing education toward the Certified Financial Planner designation. They should have private banking, wealth advisory, or brokerage experience, strong knowledge of banking, investment, credit, and personal financial planning, and demonstrated relationship-building and business development abilities.

Skills

Private Banking
Relationship Management
Portfolio Management
Financial Analysis
Risk Assessment
Credit Analysis
Financial Planning
Investment Products
Banking Products
Business Development
Client Service
Wealth Advisory
Credit Solutions
Client Acquisition
Community Networking
Regulatory Knowledge

Benefits

Competitive Salary
Incentive Pay
Banking Benefits
Benefits Program
Defined Benefit Pension Plan
Employee Share Purchase Plan
Vacation
Wellbeing Support
Employee Recognition Program
Paid Personal Development Day

Visa sponsorship

Not detected in the job text

Keywords

Private Banking
High-Net-Worth Clients
Ultra-High-Net-Worth Clients
Portfolio Management
Cash Management
Lending
Investment Products
Credit
Risk Assessment
Financial Analysis
Personal Financial Planning
Investment Representative
CIRO-ID
Professional Financial Planning Course
Certified Financial Planner
Wealth Advisory
Brokerage
Business Development
Credit Specialists
Commercial Banking
Wealth Strategy
Trust Services
Private Investment Counsel
Wood Gundy
Global Financial Solutions
Financial Needs Analysis
Portfolio Reviews

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