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Added 17 mins ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 17 mins ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 17 mins ago
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Associate Wealth Advisor / Financial Planner
RBC
Vancouver, BC
- Full-time
Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor with their clients and prospects. Drawing on your…
Added 17 mins ago
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Banking Advisor
RBC
Temiskaming Shores, ON
- 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 17 mins ago
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Associate
RBC
Vancouver, BC
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 17 mins ago
R
Associate
RBC
Vancouver, BC
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 17 mins ago
R
Associate Advisor
RBC
Vancouver, BC
- Full-time
Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor with their clients and prospects. Drawing on your…
Added 17 mins ago
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Client Experience Associate
RBC
Surrey, BC
- Full-time
Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.
Added 17 mins ago
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Senior Manager, Risk Management & Compliance
RBC
Halifax, NS · Toronto, ON
- Full-time
Act as a key risk analyst and advisor to all teams under Enterprise Platform Services in RBC Tech Infrastructure with respect to Network & Collaboration Services, Shared Platform Services,…
Added 17 mins ago
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Financial Advisor - Greater Toronto Region
RBC
Aurora, ON · Brampton, ON · Markham, ON · Mississauga, ON · Newmarket, ON · Richmond Hill, ON · Toronto, ON · Vaughan, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
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Commission Data Specialist
RBC
Toronto, ON
- Full-time
Maintain advisor profiles and licensing data – Update FOS member profiles, add/terminate licenses, and manage database records based on Registration Department communications
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Client Advisor
RBC
Richibucto, NB
- 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 17 mins ago
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Administrative Assistant
RBC
Timmins, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 47 mins ago
AC
Senior Accountant, Tax
ACCA Careers
Toronto, ON
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 47 mins ago
AC
Accounting Technician, Assurance & Accounting
ACCA Careers
Virden, MB
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 47 mins ago
GP
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
Vancouver, BC
- Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 47 mins ago
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Registered Nurse (RN) - Med/Surg - General Surgery
VitalHires
Sechelt, BC
- Part-time
…evaluating care within an interdisciplinary team. Acts as a client advocate, teaches families about health promotion, and maintains clinical competence according to professional…
Added 47 mins ago
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Now Hiring: Client Advisor / Account Coordinator
AdEasy Inc.
Winnipeg, MB
- Full-time
Being an AdEasy Client Advisor means being responsible for developing sales and managing client accounts. Experience in client relationship management, a drive to find new opportunities for…
Added 1 hour ago
AC
Designated Professional, Assurance and Accounting - Public Companies
ACCA Careers
Toronto, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 hour ago
PM
Service Advisor
Pros Mechanics
Hamilton, ON · Dundas, Ontario
- Full-time
Our client in Dundas is looking for an experience service/Warranty Advisor to join their growing team.
Added 1 hour ago
WI
Senior Principal Engineer / Technical Director - Tailings & Mine Waste
WSP in Canada
Kelowna, BC
- Full-time
…will serve as a recognized technical authority and strategic advisor, leading some of the most complex and high-profile mining projects across Western Canada and beyond. You will provide…
Added 2 hours ago
M
Senior Field Supervision Manager
Manulife
Burlington, ON · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Senior Managers support both high-value and high-risk advisor offices through onsite visits and partners closely with the Regional Field Supervision Officer and Line 2 Compliance to ensure…
Added 3 hours ago
PH
Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
…to provide holistic and comprehensive services to best serve client needs. This team will be based in Surrey and support specific clients living in the…
Added 3 hours ago
M
Manager, National Tax Services
MNP
Ottawa, ON
- Full-time
…internally drive the success of our Tax practice. As a trusted advisor, you’ll work internally to support the delivery of tax services, the development and coordination of key training…
Added 4 hours ago
NB
RETIREMENT STRATEGY ADVISOR
National Bank of Canada
Rouyn-Noranda, QC
- Full-time

CIBC

Sr. Team Leader, Wealth Client Services

Toronto, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Oct 16, 2026
Posting language: English
Posted: Oct 2, 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

As part of a dynamic team of investment and private banking professionals in CIBC Wealth Management, CIBC Private Wealth Management (PWM) combines the strengths of CIBC Private Banking Private Investment Counsel and Trust to provide a broad selection of banking, investment and planning services. This integrated service is being offered to a limited number of High and Ultra High Net Worth clients of CIBC in the GTA. Private Banking Advisors offer high net worth clients a full range of exclusive and customized solutions including investment management, private banking, credit planning and cash management, wealth protection and business planning.

Working in close partnership with the Manager of Private Banking Operations, the Senior Leader, Wealth Client Services ensures that the ongoing operation of the Private Wealth Management platform performs effectively and efficiently and acts as their delegate in the absence of the Manager of Private Banking Operations. This requires ongoing leadership, direction and coaching of several direct reports, which may consist of Banking Associates, Client Service Associates, and Client Service Representatives. Liaises and works collaboratively with the Head of UHNW Private Banking, Market Leader, Senior Manager, Risk Manager and other staff within the Centre(s) including Private Wealth Management partners, CIBC Partners and external contacts. In partnership with the Manager of Private Banking operations, the Sr. Leader, Wealth Client Services is responsible for the overall client experience of the region.

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

People Management- Understand and improve the client experience by demonstrating, championing and coaching direct reports in the delivery of high quality of service and problem resolution to meet or exceed, internal and external client expectations. Lead, motivate, and coach direct reports within Private Banking to ensure they are capable of performing at or developing to the necessary standards. Provide regular feedback on performance using the Performance Management and Measurement (PMM) tools. Ensure Annual Performance objectives and Individual Development plans are in place for all direct reports ensuring performance appraisals and developmental needs are fair, accurate and effectively communicated. Recognize and support learning time and accomplishments. Partner with the Manager of Private Banking Operations to effectively manage and resource staffing requirements (i.e. interview, hiring, training, orientation) to ensure client service needs are met and Private Banking Advisors have appropriate level of support.
Sales Effectiveness- Proactively seek and initiate opportunities for client acquisition and client growth activities. Coach to ensure joint participation between each Advisor and Associates as it relates to monthly contact planning. Lead product knowledge meetings with the Private Wealth team. Ensure that the team has a level of product knowledge that meets or exceeds client expectations and results in increased referral business.
Client Experience- Lead the identification and escalation of process improvements to enhance service quality. Ensure ongoing use of support tools and escalation contacts to continuously improve service levels. Provide quick and effective responses to resolve client complaints and queries.
Operational- Responsible for analyzing and monitoring the regional monthly profit and loss statements. Identify discrepancies and outliers in order to escalate to the Head of UHNW Private Banking as appropriate. Oversee and supervise the workflow of Private Banking Associates and branch staff . Lead and/or participate in sales and service management activities including pilot projects and national or regional initiatives.
Risk Management- Manage operational risk by maintaining vigilance and through education of others. Also manage special client requests from time to time, ensuring all required operational compliance issues are addressed, and involve the Management team, Risk Manager and Head Office resources as required. Monitor and audit standard procedures to ensure proper attention is given to security concerns. In conjunction with the Management team to ensure consistency and completion of all operational processes relating to Mutual Fund compliance, IDA compliance, Money Laundering, GRLR, including KAR. Identify non-compliance areas, document and execute corrective action.

Who You Are

You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity. You have strong knowledge of human resources policies and procedures sufficient to interview, hire, develop and manage performance. You have strong problem-solving skills sufficient to assess service/support issues of a routine/non-routine nature and resolve issues related to client service and staff.
You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results. You have working knowledge of banking and investment products/services offered by Private Wealth Management sufficient to conduct product knowledge meetings with the service and support team and promote/sell as opportunities arise. You have strong knowledge of sales techniques and Private Wealth Management strategies and initiatives sufficient to promote banking and investment products/services.
You're digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends. You have working knowledge of PC software and mainframe applications sufficient to enter and access customer information (CIF, COINS, CLASS, HORIZON). Your proficiency in Excel and Powerpoint, is considered an asset
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

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

Toronto 25 King Street West

Employment Type

Regular

Weekly Hours

37.5

Skills

Communication, Customer Experience (CX), Customer Service, Efficiency Improvements, Office Administration, Operational Compliance, Operations Processes, Process Improvements

Apply About employer

More about this job

Responsibilities

The Senior Team Leader oversees the effective operation of the Private Wealth Management platform and manages a team of banking and client service associates. They are responsible for driving client acquisition, ensuring high-quality service delivery, and managing regional operational risks and compliance.

Requirements

Candidates must possess strong leadership and human resources management skills, including experience in hiring and performance development. A solid understanding of banking and investment products, along with proficiency in sales techniques and operational software, is required.

Skills

People management
Coaching
Performance management
Client experience
Operational risk management
Financial analysis
Sales effectiveness
Relationship management
Problem-solving
Banking products
Investment products
Compliance
Staffing
Leadership
Communication
Digital literacy

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

Wealth Management
Private Banking
Team Leadership
Performance Management
Client Acquisition
Operational Risk
Compliance
Mutual Fund Compliance
Money Laundering
Financial Analysis
Profit and Loss
Banking Associates
Client Service
Relationship Management
Staffing
Coaching
Excel
Powerpoint
Mainframe applications
CIF
COINS
CLASS
HORIZON
Business Planning
Wealth Protection
Investment Management
Credit Planning
Cash Management
Stakeholder Management

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