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Added 3 hours ago
AI
Now Hiring: Client Advisor / Account Coordinator
AdEasy Inc.
Winnipeg, MB
- Full-time
Being an AdEasy Client Advisor means being responsible for developing sales and managing client accounts. Experience in client relationship management, a drive to find new opportunities for…
Added 5 hours ago
TE
Marketing Manager
THE EMPIRE LIFE INS. CO
Kingston, ON · Toronto, ON
- Full-time
- Contract
Provide marketing support for product launches, advisor councils, regional meetings, campaigns, and branding initiatives
Added 5 hours ago
GV
Sales Advisor
Groupe Vision New Look Inc
London, ON
- Part-time
Added 5 hours ago
NM
Shop Foreperson
Nelson Motors and Equipment
Avonlea, SK
- Full-time
Experience servicing John Deere equipment and using Service Advisor software preferred.
Added 6 hours ago
A
Représentant(e) des ventes- Grands comptes (CHASSEUR)/Senior Sales Representative, Up Market Accounts (Hunter)
ADP
Montreal, QC
- Full-time
Added 7 hours ago
K
Customer Success Manager
Klue
Remote, Canada
- $75,000 to $105,000 CAD / year
- Full-time
- Remote
…and expansion. You're the connective tissue: keeping every account team aligned, every customer growing, and every risk on the radar before it becomes a problem. Klue's product moves fast.…
Added 8 hours ago
C
Director, Strategic Partnerships
Clarity
Vancouver, BC
- $200,000 to $350,000 CAD / year
- Full-time
Support national account relationships with wirehouses and wealth management firms, from diligence through firm-level agreements and platform placement.
Added 8 hours ago
SP
Platform and Security Growth Business Account Executive
Salesforce Partner Canada
Toronto, ON
- Full-time
In the role of Platform Account Executive, you'll unlock the untapped potential of our Platform by collaborating with Account Owners (Core Account Executives) to deliver relevant insights…
Added 8 hours ago
SP
Account Executive - Data Foundations, Public Sector
Salesforce Partner Canada
Quebec, QC
- Full-time
Our Canadian Public Sector team is seeking a Data Account Executive with a proven track record of selling enterprise software across Ontario, Quebec, and the Atlantic Provinces. Customers…
Added 8 hours ago
T
PIA Client Service Associate
TD
Kingston, ON
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very…
Added 9 hours ago
W
Labour and Employee Relations Specialist
Worley
AB · Edmonton, AB
- Full-time
Act as the primary advisor to operational leaders on labour relations issues, disciplinary matters, workforce concerns, and policy interpretation.
Added 10 hours ago
CG
Service Advisor
Capital GMC Buick Cadillac
Regina, SK · GMC Regina
- Full-time
We’re looking for a Service Advisor who brings energy, honesty, and a commitment to making customers feel at ease.
Added 10 hours ago
B
Senior Manager, Credit Risk Strategy Oversight
BMO
Toronto, ON · BMOPLACE
- Full-time
Assess conceptual soundness, core assumptions, data quality, and directional risk impacts across origination, account management, and collections strategies.
Added 10 hours ago
F
Strategic Account Manager - Rentals
Finning
Calgary, AB · Edmonton, AB
- Full-time
In this highly visible role, you will serve as a trusted advisor to key strategic customers, helping them solve complex operational challenges through innovative rental solutions. By…
Added 11 hours ago
D
Director- M&A Human Capital Due Diligence & Value Creation
Deloitte
Toronto, ON
- Full-time
Beyond leading engagements, you will serve as a trusted advisor to senior client stakeholders, collaborate with multidisciplinary deal teams, mentor and develop high-performing…
Added 11 hours ago
PB
Senior Performance Marketing Strategist
Powered by search
Remote, Canada
- Full-time
- Remote
If you can run a Google Ads account (LinkedIn and Meta, too) with precision, and guide conversations with conviction, composure and confidence, we want to talk to you.
Added 11 hours ago
B
Commercial Insurance Advisor- Sales & Service
BrokerLink
Vegreville, AB
- Full-time
- Multiple benefits offered to support physical and mental wellbeing, Wellness account and much more
Added 11 hours ago
CA
Service Advisor
Capital Automotive Group
Regina, SK · GMC Regina
- Full-time
We’re looking for a Service Advisor who brings energy, honesty, and a commitment to making customers feel at ease.
Added 12 hours ago
RD
Associate
RBC Dominion Securities
Red Deer, AB
- Full-time
…practice administration and maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with the Investment Advisors in…
Added 12 hours ago
A
Senior Manager, AI Strategy & Business Development
Avanade
Toronto, ON
- Full-time
Partner closely with sales and account teams to develop account-specific AI growth strategies.
Added 13 hours ago
B
SENIOR BUSINESS ADVISOR, AI
BDC
Montreal, QC
- Full-time
…Benefit Pension Plan, a $750 wellness and health care spending account, to name a…
Added 14 hours ago
W
People Advisor II
Worley
Edmonton, AB
- Full-time
Act as the primary advisor to operational leaders on labour relations issues, disciplinary matters, workforce concerns, and policy interpretation.
Added 15 hours ago
AD
Diagnostic Sales Manager (Ottawa, ON)
Antech Diagnostics
Ottawa, ON
- Full-time
…and Diagnostic (“SDx”) offerings. The DSM will serve as an advisor, leader, and technical expert to support peer mentorships and will support colleagues/functions to develop sales tactics…
Added 16 hours ago
TC
Loss Prevention Investigations Manager
TJX Canada – Winners, Marshalls, HomeSense
Mississauga, ON
- $89,208 to $135,086.4 CAD / year
- Full-time
Immediate access to our Group Benefits package, including a Health Care Spending Account, Associate & Family Assistance Program, and various well-being resources
Added 16 hours ago
DC
General Counsel and Corporate Secretary
Defence Construction Canada
Ottawa, ON
- Full-time
As DCC's chief legal advisor and governance leader, the incumbent safeguards the corporation's interests, helps shape strategic decisions, and provides leadership on complex legal,…

CIBC

Private Banking Advisor

Fredericton, NB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 21, 2026
Posting language: English
Posted: Oct 7, 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

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 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. Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID). You have current accreditation and good standing for CIRO-ID licensing, 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.
Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

At CIBC, we seek individuals who value innovation, collaboration and client service. This posting is for a role we regularly recruit for to support our talent pipeline. Apply to be considered for future opportunities.

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

Fredericton-448 Queen Street

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Development, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Products, Portfolio Management, Wealth Management

Apply About employer

More about this job

Responsibilities

You will manage and grow a portfolio of high-net-worth clients by providing specialized banking, credit, and investment solutions. Additionally, you will conduct holistic financial planning and actively pursue new business development opportunities within the community.

Requirements

Candidates must hold a valid CIRO-ID license and possess professional financial planning certification. You should have significant experience in private banking or wealth advisory with a proven ability to build and maintain complex client relationships.

Skills

Portfolio management
Wealth advisory
Financial analysis
Risk assessment
Credit management
Business development
Relationship management
Investment planning
Retirement planning
Estate planning
Client service
Financial planning
Banking products
Investment products
Networking
Analytical thinking

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

Private Banking
Wealth Management
High Net Worth
CIRO-ID
Financial Planning
Credit Specialists
Commercial Banking
Investment Dealer
Estate Planning
Retirement Planning
Portfolio Management
Business Development
Financial Analysis
Risk Assessment
Relationship Management
Banking Products
Investment Products
Wealth Advisory
Client Service
Networking
Analytical Thinking
Professional Services
Wood Gundy
Monetization
Global Financial Solutions
Economic Environment
Legislative Changes
Industry Associations
Talent Pipeline
Innovation

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