Senior Private Wealth Advisor

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

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Pension plan

Employee share plan

Vacation

Wellbeing support

MomentMakers program

Job summary

CIBC is seeking a Senior Private Banking Advisor in Mississauga to manage and grow a portfolio of Private Wealth clients, delivering tailored banking, credit and investment solutions. You will conduct regular portfolio reviews and work with clients to fulfill sophisticated financial needs.

The role emphasizes holistic wealth advisory services, including Investment, Retirement and Estate Planning, with a focus on exceptional service and building strong client relationships.

Qualifications

• 3–5 years of experience in private banking preferred.
• Strong knowledge of banking, investment and credit products.
• Experience serving high net worth clients.

Responsibilities

• Manage and grow a portfolio of Private Wealth clients.
• Provide banking, credit and investment solutions.
• Conduct portfolio reviews and identify opportunities.
• Collaborate with internal networks to deliver holistic wealth advice.

Skills

Client service

Wealth management

Financial products knowledge

Job description

CIBC is seeking a Senior Private Banking Advisor in Mississauga to manage and grow a portfolio of Private Wealth clients, delivering tailored banking, credit and investment solutions. You will conduct regular portfolio reviews and work with clients to fulfill sophisticated financial needs.

The role emphasizes holistic wealth advisory services, including Investment, Retirement and Estate Planning, with a focus on exceptional service and building strong client relationships.