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Added 5 mins ago
Customer Experience Associate - Grand Falls-Windsor, Newfoundland (18.75 Hours/ Week)
Scotiabank
Grand Falls-Windsor, NL
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 5 mins ago
G&
Associate Investment Advisor
Groom & Associés / Associates
Dorval, QC
- Full-time
Maintain and building relationship with existing clients.
Added 20 mins ago
RB
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Calgary, AB
- Part-time
Communication, Critical Thinking, Customer Service, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Time Management
Added 21 mins ago
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- Full-time
Document new cases and follow-up information into the safety database and the Client Relationship Management Software (CRM)
Added 21 mins ago
SD
Pharmacovigilance Specialist
Shoppers Drug Mart
Mississauga, ON
- Full-time
Document new cases and follow-up information into the safety database and the Client Relationship Management Software (CRM)
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- Full-time
…Associates' scheduling according to business needs, ongoing associate assessment and periodic performance reviews. Responsible for developing and executing business action plans to meet the…
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Customer-focused approach grounded in active listening, empathy, and solution-oriented problem-solving to deliver positive user experiences.
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- Full-time
Trusted Advisory: Act as a trusted technical advisor throughout the entire customer lifecycle, maintaining a continuous, deep relationship with key stakeholders from initial onboarding…
Added 36 mins ago
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Store Associate
The Salvation Army in Canada
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- Full-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 36 mins ago
IG
Bilingual Customer Excellence Associate
IMCD Group
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Senior Associate Advisor
RBC Wealth Management
Toronto, ON
- Full-time
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job Details
Added 50 mins ago
BS
Full-Time Sales Associate
Browns Shoes
Ottawa, ON
- Full-time
At Browns Shoes, we’re all about creating exceptional customer experiences filled with style, service, and passion.
Added 50 mins ago
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PIA Client Service Associate (12M STA)
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Added 50 mins ago
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Personal Banking Associate
TD
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- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 50 mins ago
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Personal Banking Associate
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Part Time Flex Sales Associate
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The Flex Sales associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class experience, surpassing sales goals, and continually finding innovative ways…
Added 50 mins ago
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Client Engagement Associate - Part-time (20hours/week)
CIBC
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- Part-time
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.
Added 50 mins ago
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Client Engagement Associate (Contract/Secondment)
CIBC
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- Full-time
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.
Added 50 mins ago
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Client Engagement Associate [Hourly]
CIBC
Mississauga, ON
- Part-time
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.
Added 50 mins ago
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Summerside, PE
- Full-time
…you’ll make a meaningful 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…
Added 50 mins ago
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Client Engagement Associate - Part-time (15 hours/week)
CIBC
St. John's, NL
- Part-time
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.
Added 1 hour ago
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Business Development Associate
Manulife
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- Full-time
Added 1 hour ago
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Part Time Flex Sales Associate
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The Flex Sales associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class experience, surpassing sales goals, and continually finding innovative ways…

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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