We’re building a relationship-oriented bank for the modern world. You will provide administrative and sales support to one or more Private Banking Advisors. As an Associate Co‑op, Private Banking, you will provide exceptional service to Private Banking clients by assisting them with their transactional banking needs and responding to their queries.

This could include lending, borrowing, investing or commercial lending needs. To successfully perform the work, you’ll be in office full-time. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office).

You must be currently enrolled in post-secondary education and returning to full-time studies to be eligible.

Duration of term: 4 months (January 2027 – April 2027).

Client

Service – Greet customers arriving for meetings and arrange contact with appropriate individual. Service the financial needs of existing clients when the Private Banking Advisor is not available (including sale of high value products and services within established guidelines).

Operational

Excellence – Respond to incoming telephone calls and clients requests to process wires/cables and visa, tax and bill payments, and ensure requests get completed. Manage all fax requests for money orders, drafts, currency exchanges, etc. and ensure all requests are ready for customer to pick up in the branch. Complete complex investigations for clients concerning account activity.

Sales

Support – Support Private Banking Advisor in the management of their portfolios by reviewing all customer documentation with respect to compliance with regulations and bank policies. Coordinate communication to customers regarding obtaining necessary financial information for completion of credit renewals, reviews and temporary overdraft protection.



Monitor diary for upcoming maturities/renewals/expiries and advise the Private Banking Advisor.

Administrative

Support – Assist the Sr. Team Leader, Wealth Client Services or Manager, Private Banking Operations in rolling out special marketing or client events, and ensure the marketing material is current. Carry out a range of activities related to building and maintaining deposits as well as investment accounts.

Process look‑ups and provide information on accounts, loans and process cheque orders, and input credit details and loan notes into system. You can demonstrate experience with loan, mortgage, and investment products sufficient to respond to general customer inquiries. Your critical thinking skills help to inform your decision making.

We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program. You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

We use artificial intelligence tools during the recruitment process.

Employment Type

Temporary (Fixed Term) Skills Banking, Business Education, Critical Thinking, Customer Service, Finance Education, Office Administration, Self-Starter At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #

📌 Private Banking Associate Co-op - Winter 2027 (Toronto)
🏢 CIBC US
📍 Toronto