UHNW Private Banking Associate — Growth & Wealth Advisory

CIBC; Mississauga; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Comprehensive benefits

Defined benefit pension plan

Employee share purchase plan

Job summary

CIBC is seeking an Associate Private Banking Advisor in Mississauga to work with a Senior Private Banker and manage UHNW client needs across cash management, lending, and investments. You will support the team with proactive service and collaborate with Wealth Strategy, Trust, Wood Gundy and other partners to deliver comprehensive solutions.

You will contribute to relationship and portfolio management, conduct holistic reviews, and pursue opportunities to grow the client base while maintaining

Qualifications

• Certified private banking professional with current accreditation.
• Knowledge of banking, investment and credit products and services.
• Experience in private banking, wealth advisory, or brokerage.

Responsibilities

• Manage a portfolio of High Net Worth clients under guidance of a Senior Private Banker.
• Perform risk assessments and financial analysis for clients.
• Provide private banking services and coordinate with partners across the bank.
• Develop new business opportunities within the HNW market.

Skills

Private Banking

Education

CIRO-ID Investment Representative

Professional Financial Planning Course

Certified Financial Planner Designation

Job description

CIBC is seeking an Associate Private Banking Advisor in Mississauga to work with a Senior Private Banker and manage UHNW client needs across cash management, lending, and investments. You will support the team with proactive service and collaborate with Wealth Strategy, Trust, Wood Gundy and other partners to deliver comprehensive solutions.

You will contribute to relationship and portfolio management, conduct holistic reviews, and pursue opportunities to grow the client base while maintaining