Nous btissons une banque axe sur les relations pour un monde moderne.

Nous recrutons des professionnels talentueux et passionns qui ont cur de faire ce quil faut pour nos clients. la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir dagir.

Les membres de notre quipe disposent de ce dont ils ont besoin pour apporter une contribution significative et tre valoriss, la fois pour ce quils sont et ce quils font.

Pour en savoir plus sur la Banque CIBC, visitez le site .

What Youll Be Doing This role is accountable for providing leadership to the Private Bankers and has an assigned portfolio (up to 20 connections).

As a Market Leader, Private Banking, this position will work with a dynamic team of investment, private banking and trust professionals in CIBC Private Wealth Management to service the needs of CIBCs High Net Worth clients.

Effectively manage and grow a portfolio of cash management, lending and investment products and services increasing overall profit contribution to CIBC Private Wealth Management.

Support clients overall needs for broader Wealth Advisory services including Investment, Retirement and Estate Planning services.

In addition to his/her regular advisory, sales and client-facing duties, as the Market Leader, the incumbent will also play a local leadership role for employees and act as an ambassador for the Private Wealth Management offer to internal partners and clients.

The incumbent will report to the Executive Director and Regional Head, Private Wealth Management and be delegated management and leadership responsibilities for the local Centre.

How youll succeed Client Engagement- Review the clients portfolio and financial needs from a holistic perspective.

Identify opportunities to broaden the clients suite of products and services.

Meet regularly with clients to conduct portfolio reviews and introduce new product and service solutions.

Understand wealth generation by small to medium business enterprises and the complexity of monetizing their value.

Provide Investment Advice- Increase retention and consolidation of CIBC Private Wealth Management clients business by knowing the clients and developing strong relationships and action plans to provide appropriate investment, credit, banking solutions and wealth advisory services.

Provide consistent service excellence at all client touch points to meet High Net Worth clients expectations for service delivery and issue resolution.

Manage Portfolio Performance- Ensure quality of account portfolio by performing risk assessment and financial analysis on all potential or existing High Net Worth clients on an ongoing basis.





Ensure that all recommendations and actions adhere to all Bank risk standards and guidelines.

Who You Are You are an seasoned professional.

You have a minimum of 7+ years of demonstrated private banking (private client, private banking, advisory, brokerage, etc.) success in the ability to establish, maintain and grow high net worth portfolios, combined with a generalist knowledge in the following areas: tax, investment management, financial planning, law, trust, credit, commercial banking, international private banking, and 3 years financial services experience in building and maintaining relationships with high net worth clients.

You have current accreditation or continuing education to obtain the Certified Financial Planners designation, is an asset.

Your influence makes an impact.

You know that relationships and networks are essential to success.

You inspire outcomes through partnership and collaboration.

You have consolidation opportunities, and to realize on them. excellent influential/interviewing/relationship management skills with proven ability to build strong lifetime relationships with clients, to screen for appropriate partnership and consolidation opportunities, and to realize on them.

You are a bold and authentic leader.

You''re passionate about developing and coaching to bring out the best in people.

You have led diverse, high performing teams.

You take initiative and proactively build upon past successes with a sense of urgency that matches the speed of your business partners.

You have exemplary communication skills.

You have a creative mind and use both your spoken communication and experienced writing skills when dealing with financial professionals.

You enjoy working in a collaborative team environment focused on supporting the growth of our Wealth Management team.

You''re passionate about people .

You find meaning in relationships, and surround yourself with a diverse network of partners.

You build trust through respect and authenticity.

You look beyond the moment.

You make decisions and take actions that will make a difference today and tomorrow.

You proactively seek current opportunities to define what''s possible.

Youre naturally curious and passionate about exploring new ideas that can be measured and built upon.

Values matter to you .

You bring your real self to work and you live our values - trust, teamwork,



and accountability. #LI-TA Ce que la Banque CIBC vous offre la BanqueCIBC, vos objectifs sont une priorit.

En fonction de vos forces et de vos ambitions en tant quemploy, nous nous efforons de crer des occasions qui vous permettront dexploiter votre potentiel.

Notre objectif est de vous offrir une carrire, pas uniquement un chque de paie.

Nous nous efforons de vous rcompenser de faon personnalise et pertinente, notamment en vous offrant un salaire concurrentiel, une rmunration au rendement, des avantages bancaires, ladhsion un programme davantages sociaux*, un rgime de retraite prestations dtermines* et un rgime dachat dactions par les employs, des vacances, du soutien pour votre bien-tre et Crateur de moments, notre programme social de reconnaissance bas sur des points.

Grce nos espaces et nos outils technologiques, il devient facile de runir les grands esprits pour crer des solutions novatrices qui amliorent les choses pour nos clients.

Nous favorisons une culture qui encourage lexpression de vos ambitions au moyen dinitiatives comme la journe Raison dtre, une journe de cong pay dont vous pouvez profiter pour investir dans votre croissance et votre perfectionnement. *Sous rserve des modalits du rgime et du programme Ce que vous devez savoir La BanqueCIBC sest engage crer un milieu de travail intgrateur o tous les membres de lquipe et les clients se sentent leur place.

Nous recherchons des candidats dots dun large ventail de comptences et offrons une exprience accessible aux candidats.

Si vous avez besoin dune solution dadaptation, crivez .

La Banque CIBC sengage faire preuve de clart dans le cadre de son processus dembauche.

Tous les affichages visent pouvoir des postes pour lesquels nous recrutons activement, moins davis contraire.

Vous devez tre lgalement admissible travailler au Canada dans les lieux prciss ci-dessus et, sil y a lieu, dtenir un permis de travail ou dtudes valide.

Nous pourrions vous demander de remplir une valuation fonde sur les attributs et dautres tests de comptences (comme la simulation, la programmation, la matrise du franais) Nous utilisons des outils dintelligence artificielle pendant le processus de recrutement.

Notre objectif pour le processus de demande est den apprendre davantage sur vous et sur tout ce que vous avez offrir, et de vous donner loccasion den apprendre davantage sur nous.

Lieu de travail Winnipeg-One Lombard Place Type demploi Permanent Heures de travail hebdomadaires 37.5 Comptences Attnuation et gestion du risque, Consultation financire, Dveloppement d''entreprise, Gestion de portfolios, Gestion des personnes, Service client, Services bancaires privs

📌 Market Leader, Private Banking (Winnipeg)
🏢 CIBC
📍 Winnipeg