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 portfoliosReview client portfolios and identify broader product opportunitiesAcquire high net worth clients with sophisticated financial needsBuild relationships and develop client action plansPerform risk assessments and in-depth financial analysesRequirements: Solid knowledge of banking, investment, and credit productsExperience with personal financial planning conceptsFinancial services experience in private banking or advisoryThree to five years of private banking experience preferredCritical thinking and strong client service skillsBring private banking, portfolio management, and financial analysis expertise to CIBC’s high net worth clients in Thornhill.#J-18808-Ljbffr

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