Private Wealth Advisor

CIBC Investor Services; Richmond Hill; On-site; CAD 70,000 - 100,000; Full time

Job summary

CIBC Investor Services is seeking a Wealth Advisor in Richmond Hill to enhance client relationships through expert financial planning and investment advice. The role involves collaboration with Private Bankers and requires at least 5 years of experience advising High Net Worth clients, emphasizing a strong client-centric approach and community involvement.

Benefits

Competitive salary and incentive pay

Employee share purchase plan

Wellbeing support

MomentMakers recognition program

Paid day off for personal growth (Purpose Day)

Qualifications

• Minimum 5 years of experience advising High Net Worth clients.
• Deep understanding of investment products and wealth management.
• Strong network-building skills to consolidate client relationships.

Responsibilities

• Attract and deepen client relationships through wealth planning.
• Support Private Bankers to earn business by providing expert advice.
• Mentor and support a team focused on client-centric financial solutions.

Skills

Analytical Thinking

Client Service

Financial Advising

Investment Planning

Portfolio Management

Job description

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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

What Youll Be Doing

You will be joining CIBC Private Wealth Management as part of the Wealth Planning Group. Your focus will be on attracting growing and deepening client relationships within CIBC Private Banking through sound wealth planning and advice. Your expert knowledge of financial planning wealth solutions in coordination with other professionals will help you meet the unique needs of a private wealth client.

You will be a part of a diverse team of HNW planners spanning across the country but your day to day focus will be in the business working alongside Private Bankers in North GTA and Southern Ontario to achieve business results.

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 Youll Succeed

• Client engagement - Support Private Bankers in attracting and earning client business. Establish and maintain a network of relationships within the delivery network in order to increase consolidation of High Value Client relationships by providing expert financial advice & wealth planning services. Cultivate your network to establish new client relationships and build a culture of collaboration across multiple client offers (One CIBC) so that clients are served by those best able to meet their financial goals
• Business expertise- Champion CIBC within the community to deepen existing client relationships and develop new ones. Build CIBC Private Banking market profile through active involvement in the community with key industry associations advocates and clients.
• Leading and mentoring- As a seasoned financial professional you will support a client-centric management culture with a strong focus on creating value for clients : through an emphasis on a strong advisory focus sales risk management and performance orientation for a team of Private Bankers. Lead efforts in achieving business results and work as one team supporting them as they make informed choices that benefit both the client and CIBC.

Who You Are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because its the right thing to do.
• Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
• You act like an owner. You thrive when youre empowered to take initiative go above and beyond and deliver results.
• You can demonstrate at least 5 years of experience in advising in the High Net Worth segment with a deep understanding of investment products with the ability to compare and contrast solutions and a proven track record of delivering results. You understand the wealth management business and can pull together expertise needed to support clients.
• Values matter to you . You bring your real self to work and you live our values - trust teamwork and accountability.

LI-TA

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

• 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

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 tests (such as simulation coding French proficiency MS Office). 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

Richmond Hill-Yonge&Levendale

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking Client Service Customer Experience (CX) Financial Advising Investment Planning Investment Products Portfolio Management Retirement Planning Work Collaboratively

Required Experience :

Unclear Seniority

Key Skills

Experience : years

Vacancy : 1

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Wealth Advisor • Richmond Hill, Ontario, Canada