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Added 9 mins ago
KS
Sales representative - retail
Kognitive Sales Solutions
Mississauga, ON
- From $17.6 CAD / hour
- Full-time
- Part-time
- On-site
Advertise and/or promote products, sales or services
Added 9 mins ago
KS
Sales representative - retail
Kognitive Sales Solutions
Chatham, ON · Windsor, ON
- From $17.95 CAD / hour
- Part-time
- On-site
Advertise and/or promote products, sales or services
Added 12 mins ago
I
2026 Seasonal Customer Experience Representative
Indigo
Toronto, ON
- $17.95 CAD / hour
- Part-time
Ability to be mobile on the sales floor for extended periods of time
Added 12 mins ago
RD
Associate Advisor
RBC Dominion Securities
Moncton, NB
- Full-time
Help build and execute business plans, client segmentation exercises, and client service plans.
Added 12 mins ago
WX
Senior Sales Representative
Westkey Xibita
Vancouver, BC · Greater Vancouver, BC
- $37,128 to $175,000 CAD / year
- Full-time
Westkey Graphics is seeking a driven Outside Sales Representative with experience in any of the following areas:
Added 12 mins ago
RC
Inside Sales Representative
Rexel Canada
Coquitlam, BC
- Full-time
As the Inside Sales Representative based in Coquitlam, BC, your essential duties will be to:
Added 12 mins ago
RD
Wealth Advisor
RBC Dominion Securities
Calgary, AB
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 13 mins ago
T
Full Time Sales Representative (Koodo) | Southcentre Mall
TELUS
Calgary, AB
- Full-time
We work tirelessly in our stores to provide best in class service to our customers, and in our communities to enrich the lives of Canadians with all acts of kindness - big and small
Added 13 mins ago
T
Part Time Sales Representative (Koodo) | Southcentre Mall
TELUS
Calgary, AB
- Part-time
We work tirelessly in our stores to provide best in class service to our customers, and in our communities to enrich the lives of Canadians with all acts of kindness - big and small
Added 13 mins ago
Sales Representative - Facility Services
Cintas
Langley (District), BC · Langley, BC
That is why we are seeking a goal-oriented, motivated, and energetic Sales Representative to join our growing Outside Sales team. This role provides our customers with solutions to their…
Added 13 mins ago
B
Customer Service Representative
BMO
Vancouver, BC
- Part-time
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of…
Added 28 mins ago
SE
Product Support Sales Representative
SMS Equipment Inc.
Regina, SK
- Full-time
…are seeking a driven and technically skilled Product Support Sales Representative to join our team. In this role, you’ll be the go-to expert for product support, building trusted customer…
Added 28 mins ago
D
Dyson Expert/Vancouver Island
Dyson
BC
- Full-time
…exponentially and expanded our reach with employees working in field sales and our growing number of Dyson Demo Store’s across the…
Added 28 mins ago
R
Associate Advisor
RBC
Moncton, NB
- Full-time
Help build and execute business plans, client segmentation exercises, and client service plans.
Added 41 mins ago
BG
Planner
Berean Group International, Inc.
Saskatoon, SK
- Contract
…execution workforce and that the closest, qualified FSR (Field Service Representative) is scheduled for the job to meet customer requirements and workforce optimization. This role interacts…
Added 43 mins ago
Customer Service Representative (Hybrid - Edmonton, Calmar, Wetaskiwin, Thorsby)
OTIP Group of Companies (OTIP, Orbit, Curo)
Thorsby, AB
…reimagines what it means to deliver meaningful benefits support and…
Added 43 mins ago
T
Financial Planner-Edmonton East
TD
AB
- Full-time
Contribute to team and department goals while strengthening customer service and dedication
Added 55 mins ago
KS
Sales representative - retail
Kognitive Sales Solutions
Essex, ON
- From $17.95 CAD / hour
- Full-time
- Part-time
- On-site
Advertise and/or promote products, sales or services
Added 57 mins ago
R
Technical sales representative
RobotHouse
Vernon, BC
- From $42.79 CAD / hour
- Full-time
- On-site
Estimate costs of installing and maintaining equipment or service
Added 58 mins ago
GF
Overnight Customer Service Representative (Motivator) – Saskatoon The Centre
GoodLife Fitness
Saskatoon, SK
- Part-time
Who is a Customer Service Representative (Motivator)?
Added 58 mins ago
D
Wealth Management Advisor
Desjardins
Bedford, QC · Farnham, QC · Caisse Desjardins de la Pommeraie
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Added 58 mins ago
D
Client Financial Services Agent
Desjardins
Bedford, QC · Farnham, QC · Caisse Desjardins de la Pommeraie
- Full-time
…communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide significant business development…
Added 58 mins ago
D
Personal Finance Advisor
Desjardins
Terrebonne, QC · Caisse Desjardins de Terrebonne
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Added 58 mins ago
C
Client Associate
CIBC
Barrie, ON
- Full-time
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…
Added 58 mins ago
C
Client Associate (IR licensed) Mandarin and Cantonese speaking
CIBC
Richmond, BC
- Full-time
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…

CIBC

Private Banking Advisor

Ottawa, ON, Canada

Full-time

Apply About employer

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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. 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) to support investments administered under this platform, 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.

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

150 Elgin St. Suite 1900

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

The Private Banking Advisor is responsible for managing and growing a portfolio of high-net-worth clients by providing specialized banking, credit, and investment solutions. They will also conduct holistic financial planning and actively engage in business development to acquire new clients and represent the firm in the community.

Requirements

Candidates must hold current accreditation as an Investment Representative with CIRO-ID and possess a Professional Financial Planning Course certification. Strong experience in private banking, wealth advisory, or brokerage, along with proven relationship management skills, is required.

Skills

Portfolio Management
Wealth Management
Financial Analysis
Credit Risk Assessment
Business Development
Relationship Management
Investment Planning
Retirement Planning
Estate Planning
Client Service
Analytical Thinking
Financial Products
Customer Experience
Client Issue Resolution

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
Investment Representative
Financial Planning
Credit Management
Portfolio Management
Business Development
Estate Planning
Retirement Planning
Risk Assessment
Financial Analysis
Relationship Management
Commercial Banking
Investment Products
Banking Services
Client Acquisition
Professional Services
Wealth Advisory

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