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Added 12 mins ago
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Agentic AI Architect
CGI
Toronto, ON
- Full-time
The Emerging Technologies team in Global Technology and Operations (GTO) Canada at CGI is a trusted Data, Cloud and AI advisor and go-to implementation partner for our global clients' Data…
Added 12 mins ago
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Americas Marketing Lead - Transport
Arup
Toronto, ON
- Full-time
The Americas Marketing Lead - Transport is a critical role within the context of Arup’s client and market focus, acting as an advisor to the businesses (Rail, Aviation, Roads and Streets,…
Added 12 mins ago
HR
Specialist, Designated Beauty Advisor (DBA) - Cartier
Holt Renfrew
Vancouver, BC
- Full-time
The Specialist, Designated Beauty Advisor develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DBA) is also…
Added 12 mins ago
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Associate Financial Advisor
CIBC
Fort St. John, BC · Fort Saint John
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 12 mins ago
CA
Quick Lane Service Advisor
Capital Automotive Group
Regina, SK · Ford Regina New
- Full-time
Capital Ford Lincoln Regina is looking for a Quick Lane Service Advisor to join our team!
Added 41 mins ago
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Lead, Program Partnerships & Projects, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Full-time
Leads the evaluation of client feedback, service performance measures, operational data, and market trends to identify opportunities for improvement and evolution of Professional &…
Added 41 mins ago
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Insurance Advisor - Calgary, AB
Optiom
Calgary, AB
- Full-time
Your clients are already with us - and they deserve someone who knows their name. As an Insurance Advisor at Optiom, you are the person our existing clients call when they have questions,…
Added 57 mins ago
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Administrative Assistant
MNP
Abbotsford, BC
- Full-time
…firm by supporting internal and external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our business. This role is based in our Abbotsford office with…
Added 1 hour ago
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Technicienne ou technicien de service sur la route – Équipement lourd – C&F | Service Technician - Field - Heavy Equipment - C&F (Val d'Or)
Brandt Group of Companies
Val-d'Or, QC
- Full-time
Brandt est une entreprise privée et familiale, guidée par le client. Notre solidité repose sur la diversification de nos activités et notre succès sur la spécialisation de nos expertises.…
Added 1 hour ago
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Talent Acquisition Advisor
BRP
Valcourt, QC
- Full-time
We're looking for a Talent Acquisition Advisor to share the BRP Story and find and onboard the best talent that will help us continue our growth. If you enjoy taking on challenges and you…
Added 1 hour ago
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Talent Acquisition Advisor
BRP
Sherbrooke, QC
- Full-time
We're looking for a Talent Acquisition Advisor to share the BRP Story and find and onboard the best talent that will help us continue our growth. If you enjoy taking on challenges and you…
Added 1 hour ago
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Estate Planning Assistant, Wood Gundy-Bilingual
CIBC
Montreal, QC
- Full-time
Client Service – Distribute client anniversary statements and notifications to the appropriate Investment Advisor on a timely basis. Follow-up with the Investment Advisors to ensure timely…
Added 1 hour ago
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Senior Insurance Advisor
BCAA
Vancouver, BC · Cambie Village
- Full-time
As a Senior Insurance Advisor, you’ll build strong, trusting client relationships by helping our customers select the right mix of insurance products and services to meet their life’s…
Added 1 hour ago
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Auto Insurance Advisor
HUB International
Moosomin, SK
- Full-time
Acting as the first point of contact to all clients, the Auto Insurance Advisor is responsible for providing professional, accurate, efficient, and courteous advice to all clients with…
Added 1 hour ago
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Manager, M&A Execution, Human Capital
Deloitte
Toronto, ON
- Full-time
Stakeholder management: Develop and maintain relationships with senior client stakeholders and key decision makers, and establish credibility as a trusted advisor on M&A and Human Capital…
Added 1 hour ago
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Community Care Assistant (Community Health Worker)
Vancouver Coastal Health
Powell River, BC
- $29.76 to $31.64 CAD / hour
- Part-time
Come work as a Community Health Worker in Powell River, BC with Vancouver Coastal Health (VCH)! Apply today to speak to a Talent Acquisition Advisor!
Added 1 hour ago
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Banking Advisor
Royal Bank of Canada
Steinbach, MB
- 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
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Client Advisor - Casual
Royal Bank of Canada
London, ON
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
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Banking Advisor
Royal Bank of Canada
Moose Jaw, SK
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
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Westland Insurance Group Ltd has an exciting opportunity for a Trainee, Insurance Advisor at our Ucluelet, BC office. Do you love to provide exceptional client service? If so, you will love…
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Client Advisor Intern
RBC
Ajax, ON
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
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Investment Advisor
RBC
Toronto, ON
- Full-time
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but…
Added 1 hour ago
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Client Advisor
RBC
Iqaluit, NU
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
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Pharmacy Technician - Squamish General Hospital
Fraser Health
North Vancouver, BC
- Part-time
…where you work, and the people around you. From the financial advisor handling our health care resources, to the IT professional enabling life-saving data, to the nurse and physician on the…
Added 1 hour ago
EC
Director, Communications and Engagement
ErinoakKids Center for Treatment and Development
Mississauga, ON
- Full-time
…high-performing teams in creating a positive overall experience for client families and all who visit, support or work with ErinoakKids. This includes leading teams responsible for…

CIBC

Senior Private Banking Associate

Thornhill, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 11, 2026
Posting language: English
Posted: Oct 28, 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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.

Expected End Date

2026-11-30

Job Location

Thornhill-123 Commerce Valley

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

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

Requirements

Requires 3-5 years of experience in private banking and a strong understanding of financial planning, investment, and credit products. Candidates must demonstrate excellent critical thinking skills and a client-first approach to relationship management.

Skills

Private banking
Portfolio management
Financial analysis
Risk assessment
Business development
Investment planning
Retirement planning
Estate planning
Cash management
Lending
High net worth client service
Critical thinking
Financial planning
Account management

Benefits

Competitive compensation
Banking benefit
Wellbeing support
Employee and family assistance programs
MomentMakers recognition program

Visa sponsorship

Not detected in the job text

Keywords

Private Banking
Wealth Management
Portfolio Management
Financial Analysis
Risk Assessment
Business Development
High Net Worth
Investment Planning
Retirement Planning
Estate Planning
Cash Management
Lending
Mutual Funds
Fixed Income
GICs
Client Service
Relationship Building
Financial Services
Banking
Credit Products

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