Senior Private Banking Advisor in Thornhill, managing cash management, lending, and investment products while supporting high net worth clients. Portfolio analysis and service excellence matter.
At CIBC Private Wealth Management, this senior advisor manages and grows portfolios while addressing transactional banking needs. The work includes client reviews, business development, relationship building, and financial analysis. You will support investment, retirement, and estate planning services for broader wealth advisory needs.
Key Responsibilities: Manage and grow cash management, lending, and investment portfolios
Review client portfolios and identify broader product opportunities
Acquire high net worth clients with sophisticated financial needs




Build relationships and develop client action plans
Perform risk assessments and in-depth financial analyses
Requirements: Solid knowledge of banking, investment, and credit products
Experience with personal financial planning concepts
Financial services experience in private banking or advisory
Three to five years of private banking experience preferred
Critical thinking and strong client service skills
Bring private banking, portfolio management, and financial analysis expertise to CIBC’s high net worth clients in Thornhill.

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📌 Senior Private Banking Advisor Thornhill (Ontario)
🏢 CIBC
📍 Ontario