Manage high-net-worth banking relationships at CIBC through portfolio analysis, lending solutions, and exceptional Private Wealth Management service. Work arrangements are discussed during interviews.

As a Senior Private Banking Advisor, you will manage and grow cash management, lending, and investment products. You will support transactional banking needs and broader Investment, Retirement, and Estate Planning services. The role serves clients with sophisticated financial needs.

Key Responsibilities:

- Review portfolios and identify broader product opportunities
- Meet clients for portfolio reviews and solution introductions
- Acquire high-net-worth clients through business development
- Build relationships and action plans for client needs




- Perform risk assessments and in-depth financial analysis

Requirements:

- Experience with personal financial planning concepts
- Robust knowledge of banking, investment, and credit products
- Financial services experience in relevant sectors
- Three to five years of private banking experience preferred
- Critical thinking and detail-oriented decision-making skills

Apply private banking, financial analysis, and relationship-building expertise to grow CIBC Private Wealth Management client portfolios.

📌 Senior Private Banking Advisor (Mississauga)
🏢 CIBC
📍 Mississauga