Private Wealth Advisor - HNW Banking & Investments

CIBC; Fredericton; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Pension plan

Share purchase plan

Vacation offering

Wellbeing support

MomentMakers program

Job summary

CIBC Private Wealth Management in Fredericton is seeking a relationship-focused professional to manage and grow a portfolio of cash management, lending and investment products, delivering tailored solutions to High Net Worth clients.

You will collaborate with Credit Specialists and Wealth Advisors, conduct holistic portfolio reviews, and develop new client relationships in the local market while upholding CIBC's commitment to client service, integrity, and community involvement.

Qualifications

• CIRO-ID licensing in good standing.
• Private banking/wealth advisory experience.
• Strong client relationship and portfolio analysis skills.

Responsibilities

• Manage and grow a portfolio of HNW clients with banking, credit and investment needs.
• Provide holistic planning and investment guidance across client portfolios.
• Develop new client relationships and opportunities in the local market.

Skills

Relationship mgmt

Portfolio mgmt

Financial analysis

Business development

Networking

Education

CIRO-ID Licensing

CFP designation

Professional Financial Planning Course

Job description

CIBC Private Wealth Management in Fredericton is seeking a relationship-focused professional to manage and grow a portfolio of cash management, lending and investment products, delivering tailored solutions to High Net Worth clients.

You will collaborate with Credit Specialists and Wealth Advisors, conduct holistic portfolio reviews, and develop new client relationships in the local market while upholding CIBC's commitment to client service, integrity, and community involvement.