Bank jobs in Canada

Cidel (www.cidel.com) is a Canadian-based global private bank and asset manager that designs and implements customized financial solutions to help clients build, preserve, and transfer wealth. With a strategic network of operations in Canada and internationally, Cidel offers a broad range of investment, trust, and structuring capabilities, providing clients with solutions that are global, innovative, transparent, and compliant. Cidel is recognized as a dedicated, high-caliber advisor with exceptional, longstanding relationships in the private banking and trust sectors.

Are you an experienced investments professional with investment advisory or financial planning expertise interested in transitioning to a global private bank and asset manager? Are you looking to build your book at a growing firm that will take care of all the wealth needs of your clients? If so, please read on — this is an exciting career opportunity.

Cidel, located in downtown Toronto and Calgary, is seeking to hire an experienced professional. You will be responsible for sourcing, developing, and managing client relationships with high-net-worth and ultra-high-net-worth individuals and families. Along with our talented team, you will provide integrated financial services advice, including asset management, trust & estate planning, and liquidity-based lending. You will deliver customized financial solutions to individuals, families, professional service firms, and endowments and foundations. Our client is known for exceptional service and the ability to integrate and execute strategies across investment management and wealth planning.

To be considered for this role, you should possess the following:

1. Undergraduate university degree. CFA and/or CIM preferable. CFP/FEA, graduate degrees, or designations are an added advantage.
2. 7+ years of relevant experience in client acquisition and management within financial services.
3. Progressive career with a successful track record in private banking, wealth management, or portfolio strategy groups. Alternatively, experience in advisory, professional services, or philanthropic fundraising roles.
4. Deep knowledge and interest in investment products across all asset classes (public and private) suitable for high-net-worth clients.
5. Excellent interpersonal, verbal, and written communication skills. Proficiency in second languages is a plus.
6. Demonstrated presentation-building and delivery capabilities, with proven success in sales and marketing abilities.

Please apply as soon as possible and in confidence to be considered. A competitive compensation package is on offer.