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Added 2 days ago
Customer Care Advisor - Investments - Client Experience Centre - December 2026
Scotiabank
Toronto, ON · Scarborough, ON
As a Customer Care Advisor - Investments, you will be the voice of Scotiabank, delivering exceptional service to clients across Canada. You will support customers with investment and…
Added 2 days ago
C
Senior Private Banking Associate
CIBC
Mississauga, ON
- Full-time
…services which increases overall profit contribution to CIBC Private Wealth Management. As a Senior Private Banking Advisor, you will provide exceptional service to Private Banking clients…
Added 3 days ago
C
Senior Consultant, Fee Based Solutions
CIBC
Burlington, ON · London, ON
- Full-time
…ability to apply change management frameworks to influence advisor or client…
Added 4 days ago
C
Private Banking Associate
CIBC
Victoria, BC
- Full-time
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…
Added 4 days ago
C
Private Banking Associate
CIBC
Victoria, BC
- Full-time
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…
Added 4 days ago
B
CLIENT PARTNER, BDC ADVISORY SERVICES - Hamilton
BDC
Hamilton, ON
- Full-time
Experience in financial services (banking, consulting, private equity, venture capital) and working with SMEs is an asset.
Added 5 days ago
JC
Senior Client Executive - Real Estate Banking - Managing Director
JPMorgan Chase & Co.
Toronto, ON
- Full-time
Seeking a seasoned real estate business development/sales client manager specializing in Commercial Real Estate with proven revenue generating capabilities with the largest institutional…
Added 5 days ago
C
Credit Manager, Credit Structuring, CIBC Private Wealth
CIBC
Toronto, ON
- Full-time
The Credit Manager is accountable for the ongoing management and administration of the complex credit book within Private Banking working under the direction/guidance of the Director,…
Added 8 days ago
Customer Care Advisor - Investments - Client Experience Centre - November 2026
Scotiabank
Toronto, ON · Scarborough, ON
As a Customer Care Advisor - Investments, you will be the voice of Scotiabank, delivering exceptional service to clients across Canada. You will support customers with investment and…
Added 9 days ago
R
Financial Advisory Consultant- EN
RBC
Montreal, QC
- Full-time
…office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise…
Added 9 days ago
RB
Financial Advisory Consultant
Royal Bank of Canada
Montreal, QC
- Full-time
…office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise…
Added 9 days ago
RB
Financial Advisory Consultant
Royal Bank of Canada
Vancouver, BC
- Full-time
…office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise…
Added 9 days ago
RB
Financial Advisory Consultant
Royal Bank of Canada
Toronto, ON
- Full-time
…office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise…
Added 9 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
Customer Care Advisor, Bilingual - Investments - Client Experience Centre, Ottawa - Dec 2026
Scotiabank
Ottawa, ON
As a Customer Care Advisor - Investments, you will be the voice of Scotiabank, delivering exceptional service to clients across Canada. You will support customers with investment and…
Added 13 days ago
Wealth Advisor | Ongoing Opportunities
Sonance Wealth Partners
Ottawa, ON · Edmonton, AB · Lethbridge, AB
Follow applicable registration requirements, internal policies and standards for client care.
Added 14 days ago
R
Financial Advisory Consultant
RBC
Vancouver, BC
- Full-time
…office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise…
Added 14 days ago
R
Financial Advisory Consultant
RBC
Montreal, QC
- Full-time
…office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise…
Added 14 days ago
R
Financial Advisory Consultant
RBC
Toronto, ON
- Full-time
…office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise…
Added 15 days ago
S
Senior Insurance Advisor
SASCU
Salmon Arm, BC
- Full-time
As a Senior Insurance Advisor, you will supporting a capable, accountable team that delivers trusted advice, protects clients, and creates consistently strong service experiences. Through…
Added 16 days ago
AC
Investment Banking Associate - Public Private Partnership Transaction Advisory
Agentis Capital
Toronto, ON
- Full-time
…and qualitative skills necessary to excel in an investment banking career. You will receive both formal and on-the-job training throughout your tenure. You will gain increasing levels of…
Added 17 days ago
RB
Home Equity Referral Specialist
Royal Bank of Canada
Montreal, QC
- Full-time
Collaborate with Mortgage Specialists, Private Banking partners, and other RBC advisors to identify additional client financial needs and opportunities for repatriation
Added 17 days ago
R
Home Equity Referral Specialist- EN
RBC
Montreal, QC
- Full-time
Collaborate with Mortgage Specialists, Private Banking partners, and other RBC advisors to identify additional client financial needs and opportunities for repatriation
Added 17 days ago
R
Home Equity Referral Specialist
RBC
Montreal, QC · Quebec, QC
- Full-time
Collaborate with Mortgage Specialists, Private Banking partners, and other RBC advisors to identify additional client financial needs and opportunities for repatriation
Added 17 days ago
R
Home Equity Referral Specialist- EN
RBC
Quebec, QC
- Full-time
Collaborate with Mortgage Specialists, Private Banking partners, and other RBC advisors to identify additional client financial needs and opportunities for repatriation

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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