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Added 7 mins ago
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Legal Documentation Specialist
Dexian
Mississauga, ON
- $27 to $29 CAD / hour
- Contract
2–4 years of banking experience as a Financial Advisor, working with clients and demonstrating strong knowledge of banking products and services, including debit and credit, chequing and…
Added 36 mins ago
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Client Advisor Business Services
RBC
Regina, SK
- Full-time
We have an exciting opportunity to join our team in Regina as a Client Advisor, Business Services. Applicants who have cash and custody experience is considered mandatory for this position
Added 36 mins ago
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Head of Digital Marketing, Vanguard Canada
Vanguard
Toronto, ON
- Full-time
The ideal candidate will bring extensive experience leading digital marketing organizations within the financial services industry, with a strong understanding of investor and advisor…
Added 41 mins ago
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Wealth Management Advisor
Desjardins
Quebec, QC · Ste.-Foy, QC · Caisse Desjardins de Sainte-Foy
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 41 mins ago
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Personal Finance Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Centre-est de Montréal
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 41 mins ago
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Wealth Management Advisor
Desjardins
Ormstown, QC · Caisse Desjardins du Haut-Saint-Laurent
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 1 hour ago
Advisor Associate Wealth
Scotiabank
Toronto, ON
Play an important role in booking and preparing files for client meetings, responding to time-sensitive requests from Advisors during client meetings, preparing correspondence and ensuring…
Added 1 hour ago
Practice Transformation Lawyer - Litigation and Dispute Resolution
Dentons
Toronto, ON · Ottawa, ON · Montreal, QC · Vancouver, BC · Edmonton, AB · Calgary, AB
…of legal processes. This individual will act as a strategic advisor, helping identify and deploy AI-enhanced and technology-enabled innovative practice solutions that improve litigation…
Added 1 hour ago
TP
Coordonnateur / Coordonnatrice de projets numériques
Tink Profitabilité Numérique
Montreal, QC
- Contract
Notre client cherche une ressource polyvalente, débrouillarde et proactive pour un mandat de 3 mois. Le rôle est axé sur la gestion et la coordination des projets numériques. La personne…
Added 1 hour ago
AC
Senior Manager, Indigenous External Financial Advisory Services
ACCA Careers
Terrace, BC
- Full-time
Make an impact as aSenior Manager with our Indigenous External Financial Advisory Services team. This diverse team of professionals works with more than 270 Indigenous peoples, groups and…
Added 1 hour ago
RB
Banking Advisor Intern
Royal Bank of Canada
Oakville, ON
- Full-time
This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking,…
Added 1 hour ago
MW
Junior Investment Advisor Opportunity
Manulife Wealth
Montreal, QC
- Full-time
As a Junior Wealth Management Advisor, you will begin by learning the foundations of the industry while developing your own client base from the ground up. This role requires a high level…
Added 1 hour ago
NC
Member Advisor
Northern Credit Union
Barry's Bay, ON · Barrys Bay, ON
- Full-time
…financial institution offering personal and commercial banking services along with financial planning expertise to members across our footprint. Northern is committed to making a difference…
Added 1 hour ago
R
Client Advisor
RBC
NS
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 1 hour ago
Senior Project Manager, Land Development
ISL Engineering & Landservices
Edmonton, AB
Strong experience leading multidisciplinary teams, client relationships and construction-phase services (tendering, contractor coordination, scope/schedule/budget).
Added 1 hour ago
SL
Adjoint(e) à la Gestion, Centre Financier
Sun Life
Sherbrooke, QC
- Full-time
…provenant du siège social, recevoir et gérer le personnel des services de messagerie, répondre efficacement à toutes les demandes de renseignements ou transmettre ces demandes à la personne…
Added 1 hour ago
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Communications Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Centre-est de Montréal
- Full-time
…support to managers on communication activities for various client segments, community organizations, officers, managers and employees, and help them carry out these…
Added 2 hours ago
AG
Recruitment Relationship Manager II 6-Month Contract
Allegis Global Solutions
Mississauga, ON
- $43 CAD / hour
- Full-time
Partner with and utilize AGS internal COEs and shared services groups to best navigate client
Added 2 hours ago
Client Solutions Advisor - Lakeshore Centre, Kelowna, BC
Scotiabank
Kelowna, BC
As a Client Solutions Advisor, in you will be responsible for onboarding customers that have purchased a mortgage through our indirect mortgage salesforce. Your role will be to deepen…
Added 2 hours ago
Senior Lending Advisor - Galeries de Hull, Gatineau, QC
Scotiabank
Gatineau, QC
As a Senior Lending Advisor, you’ll help clients achieve their homeownership goals by delivering expert mortgage advice, strengthening relationships, and driving lending growth.
Added 2 hours ago
Client Solutions Advisor - Rochdale Station, Regina Saskatchewan
Scotiabank
Regina, SK
As a Client Solutions Advisor, in you will be responsible for onboarding customers that have purchased a mortgage through our indirect mortgage salesforce. Your role will be to deepen…
Added 2 hours ago
Manager, Business Intelligence and Analytics (18 month contract)
Scotiabank
Toronto, ON
…business acumen, and an in-depth understanding of GTB products, services, and operations are…
Added 2 hours ago
Client Solutions Advisor - Wye Road, Sherwood Park, Alberta
Scotiabank
Sherwood Park, AB
As a Client Solutions Advisor, in you will be responsible for onboarding customers that have purchased a mortgage through our indirect mortgage salesforce. Your role will be to deepen…
Added 2 hours ago
Business Development (Student Position)
The Canada Life Assurance Company
Winnipeg, MB
…Counsel - “VPIC”) that provides discretionary wealth management services. Value Partners is currently registered as an investment fund manager, portfolio manager and exempt market…
Added 2 hours ago
AG
Recruitment Relationship Manager II 6-Month Contract
Allegis Global Solutions
Mississauga, ON
- $43 CAD / hour
- Full-time
Partner with and utilize AGS internal COEs and shared services groups to best navigate client

CIBC

Private Banking Associate

Victoria, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 3, 2026
Posting language: English
Posted: Oct 20, 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 provide administrative and sales support to one or more Private Banking Advisors. As a Private Banking Associate, you will provide exceptional service to Private Banking clients by assisting them with their transactional banking needs and responding to their queries. This could include lending, borrowing, investing or commercial lending needs.

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 Service – Greet customers arriving for meetings and arrange contact with appropriate individual. Effectively deal with any client issues, concerns or problems promptly or refer to others as appropriate. Service the financial needs of existing clients when the Private Banking Advisor is not available (including sale of high value products and services within established guidelines).
Operational Excellence - Respond to incoming telephone calls and clients requests to process wires/cables and visa, tax and bill payments, and ensure requests get completed. Manage all fax requests for money orders, drafts, currency exchanges, etc. and ensure all requests are ready for customer to pick up in the branch. Complete complex investigations for clients concerning account activity.
Sales Support – Support Private Banking Advisor in the management of their portfolios by reviewing all customer documentation with respect to compliance with regulations and bank policies. Coordinate communication to customers regarding obtaining necessary financial information for completion of credit renewals, reviews and temporary overdraft protection. Monitor diary for upcoming maturities/renewals/expiries and advise the Private Banking Advisor.
Administrative Support – Assist the Manager, Private Banking Operations in rolling out special marketing or client events, and ensure the marketing material is current. Carry out a range of activities related to building and maintaining deposits as well as investment accounts. Process look-ups and provide information on accounts, loans and process cheque orders, and input credit details and loan notes into system.

Who You Are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
You can demonstrate experience with loan, mortgage, and investment products sufficient to respond to general customer inquiries. Working knowledge of branch routine and operations of other departments and CIBC partners, sufficient to address client inquires adequately and/or refer to appropriate source.
You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.
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

BC-Victoria, 730 View St., 6th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Customer Experience (CX), Customer Service, Office Administration, Prioritization, Private Banking, Product Knowledge, Reception Duties

Apply About employer

More about this job

Responsibilities

Provide administrative and sales support to Private Banking Advisors while delivering exceptional service to clients regarding their transactional, lending, and investment needs. Manage operational tasks such as processing wires, payments, and account investigations while ensuring compliance with bank policies.

Requirements

Requires experience with loan, mortgage, and investment products along with a working knowledge of branch operations. Candidates must demonstrate strong critical thinking skills, attention to detail, and a commitment to client-focused service.

Skills

Customer service
Administrative support
Sales support
Private banking
Financial services
Lending
Investment products
Operational excellence
Critical thinking
Compliance
Relationship management
Account management
Transaction processing
Communication
Problem solving

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
Administrative Support
Sales Support
Financial Services
Lending
Mortgages
Investments
Compliance
Account Management
Customer Service
Operational Excellence
Banking Operations
Credit Renewals
Transaction Processing
Relationship Management
Financial Planning
Client Relations
Banking Regulations
Portfolio Management
Marketing Support

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