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Added 1 day ago
R
Commercial FX Advisory Sales
RBC
Toronto, ON
- Full-time
Support client acquisition and market expansion through participation in banker-led RFPs, new business initiatives, and the introduction of innovative FX products and capabilities.
Added 1 day ago
RB
Commercial FX Advisory Sales
Royal Bank of Canada
Toronto, ON
- Full-time
Support client acquisition and market expansion through participation in banker-led RFPs, new business initiatives, and the introduction of innovative FX products and capabilities.
Added 1 day ago
T
Relationship Manager
TD
Toronto, ON
- Full-time
Act as a confident business banker expected to meet the needs of customers by providing creative products/solutions
Added 1 day ago
R
Commercial FX Advisory Sales
RBC
Toronto, ON
- Full-time
Support client acquisition and market expansion through participation in banker-led RFPs, new business initiatives, and the introduction of innovative FX products and capabilities.
Added 1 day ago
T
Senior Personal Banker - Home Borrowing
TD
Grimsby, ON
- Full-time
…that best suit customers' financial needs? Then join us as a Senior Personal Banker – Home Borrowing and demonstrate your subject matter expertise in providing sound financial planning…
Added 2 days ago
C
Senior Private Banking Associate
CIBC
Mississauga, ON
- Full-time
…profit contribution to CIBC Private Wealth Management. As a Senior Private Banking Advisor, you will provide exceptional service to Private Banking clients by assisting them with their…
Added 3 days ago
T
Account Manager III, National Real Estate Group (ATHN 399)
TD
AB
- Full-time
Act as a confident business banker expected to meet the needs of customers by providing creative products/solutions
Added 3 days ago
T
Senior Personal Banker - Home Borrowing - Mandarin and/or Cantonese
TD
Toronto, ON
- Full-time
…that best suit customers' financial needs? Then join us as a Senior Personal Banker – Home Borrowing and demonstrate your subject matter expertise in providing sound financial planning…
Added 4 days ago
T
Senior Personal Banker Trainee - Investing
TD
Calgary, AB
- Full-time
…that best suit customers' financial needs? Then join us as a Senior Personal Banker– Investing Trainee and demonstrate your subject matter expertise in providing sound financial planning…
Added 4 days ago
T
Relationship Manager
TD
Burlington, ON
- Full-time
Act as a confident business banker expected to meet the needs of customers by providing creative products/solutions
Added 4 days ago
T
Relationship Manager
TD
Toronto, ON
- Full-time
Act as a confident business banker expected to meet the needs of customers by providing creative products/solutions
Added 4 days ago
T
Senior Personal Banker Trainee - Investng
TD
Mississauga, ON
- Full-time
…that best suit customers' financial needs? Then join us as a Senior Personal Banker– Investing Trainee and demonstrate your subject matter expertise in providing sound financial planning…
Added 4 days ago
T
Senior Personal Banker Trainee - Home Borrowing
TD
Brampton, ON
- Full-time
…that best suit customers' financial needs? Then join us as a Senior Personal Banker – Home Borrowing Trainee and demonstrate your subject matter expertise in providing sound financial…
Added 5 days ago
T
Senior Private Banker
TD
Toronto, ON
- Full-time
…solutions and Credit Management to affluent HNW & UHNW clients. Our Senior Private Bankers support everyday banking transactions, personal credit management. Our Senior Private Bankers…
Added 6 days ago
NB
Senior Clerk
National Bank of Canada
Montreal, QC
- Full-time
As a Senior Receptionist in the Business Centre, your role goes beyond welcoming people: You'll be the first point of contact for clients, guests and colleagues by embodying the Bank's…
Added 8 days ago
T
Senior Personal Banker Trainee - Investing
TD
Burnaby, BC
- Full-time
…that best suit customers' financial needs? Then join us as a Senior Personal Banker– Investing Trainee and demonstrate your subject matter expertise in providing sound financial planning…
Added 9 days ago
BU
Retail Relationship Banker
BMO U.S.
Vaudreuil-Dorion, QC
- Full-time
Added 9 days ago
T
Senior Personal Banker - Home Borrowing
TD
Mississauga, ON
- Full-time
…that best suit customers' financial needs? Then join us as a Senior Personal Banker – Home Borrowing Trainee and demonstrate your subject matter expertise in providing sound financial…
Added 9 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 9 days ago
T
Senior Personal Banker Trainee – Home Borrowing
TD
Mississauga, ON
- Full-time
…that best suit customers' financial needs? Then join us as a Senior Personal Banker – Home Borrowing Trainee and demonstrate your subject matter expertise in providing sound financial…
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 9 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 11 days ago
T
Senior Personal Banker - Investing (Seeking Mandarin or Cantonese Applicants)
TD
Mississauga, ON
- Full-time
…that best suit customers' financial needs? Then join us as a Senior Personal Banker– Investing and demonstrate your subject matter expertise in providing sound financial planning advice to…
Added 11 days ago
T
Relationship Manager
TD
Hamilton, ON
- Full-time
Act as a confident business banker expected to meet the needs of customers by providing creative products/solutions
Added 15 days ago
T
Senior Personal Banker Trainee – Home Borrowing - Mandarin and/or Cantonese language skills considered an asset
TD
Coquitlam, BC
- Full-time
…that best suit customers' financial needs? Then join us as a Senior Personal Banker – Home Borrowing Trainee and demonstrate your subject matter expertise in providing sound financial…

CIBC

Senior Private Banking Associate

Mississauga, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 5, 2026
Posting language: English
Posted: Oct 22, 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. As a Senior Private Banking Advisor, you will provide exceptional service to Private Banking clients by assisting them with their transactional banking needs and responding to their queries. You 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

Client Service – 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 - Through business development activities, 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 High Net Worth market. Develop and maintain high quality, effective relationships with internal and external networks. 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 (i.e. mutual funds, fixed income products, GICs, Imperial Investor Services, PPS, etc.)
Relationship Building - Increase retention and consolidation of CIBC Private Wealth Management clients’ business by understanding the clients and developing strong relationships and action plans to provide appropriate investment, credit, banking solutions and wealth advisory services. Provide consistent service excellence at all client touch points to meet High Net Worth client’s expectations for service delivery and issue resolution.
Analysis - Ensure quality of account portfolio by performing risk assessment and in-depth financial analysis on all potential or existing High Net Worth clients on an ongoing basis. Ensure that all recommendations and actions adhere to all Bank risk standards and guidelines. Assess performance through review of Local Level Reporting (LLR) and build target plans to enable achievement of required business objectives and to support execution of annual portfolio plan.

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 concepts of personal financial planning and strong knowledge of all banking, investment and 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 preferred.
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

ON-Mississauga, 1 City Centre Dr, Suite 1100

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Ensure Compliance, Financial Products, Transaction Banking, Wealth Management

Apply About employer

More about this job

Responsibilities

Manage and grow a portfolio of cash management, lending, and investment products for high-net-worth clients. Provide comprehensive wealth advisory services including investment, retirement, and estate planning while ensuring adherence to risk standards.

Requirements

Requires 3-5 years of experience in private banking or a related financial advisory role. Candidates must demonstrate strong knowledge of banking, investment, and credit products along with excellent critical thinking and relationship-building skills.

Skills

Client service
Financial analysis
Wealth management
Business development
Relationship management
Risk assessment
Investment planning
Retirement planning
Estate planning
Cash management
Lending
Portfolio management
Critical thinking
Financial planning
High net worth client management

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
Financial Analysis
Portfolio Management
Business Development
Investment Products
Credit Products
Retirement Planning
Estate Planning
Risk Assessment
Cash Management
Relationship Management
Banking
Financial Planning
Client Service
Mutual Funds
Fixed Income
GICs
Imperial Investor Services
PPS
Local Level Reporting

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