Associate Private Banking Advisor

1 week ago

Thornhill, Ontario, Canada CIBC Full time
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work.

Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit

Job Description:

What You'll Be Doing

You will provide administrative and sales support to one or more Private Banking Advisors.

As a Private Banking Associate, 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.

  • Details on your work arrangement (proportion of onsite and remote work) will be discussed at the time of your interview._
How You'll Succeed

  • Client Service
  • Greet customers arriving for meetings and arrange contact with appropriate individual. Effectively deal with any client issues, concerns or problems promptly or refer to others as appropriate. 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 Client Service Manager 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 lookups and provide information on accounts, loans and process cheque orders, and input credit details and loan notes into system.
Who You Are

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
  • You can demonstrate some experience with loan, mortgage, and investment products sufficient to respond to general customer inquiries. Working knowledge of branch routine and operations of other departments and CIBC partners, sufficient to address client inquires adequately and/or refer to appropriate source.
  • You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.
  • Values matter to you. You bring your real self to work and you live our values trust, teamwork and accountability.
What CIBC offers

At CIBC, your goals are a priority.

We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

We aspire to give you a career, rather than just a paycheck.

  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, pointsbased recognition program.
  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.


What you need to knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Thornhill-123 Commerce Valley

Employment Type

Regular

Weekly Hours

37.5

Skills:

Banking, Private Banking, Retirement Planning Services, Taking Initiative

  • Financial Advisor

    1 week ago

    Thornhill, Ontario, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Administrative Assistant

    1 week ago

    Thornhill, Ontario, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Aml Deputy Manager

    1 week ago

    Thornhill, Ontario, Canada Bank of China (Canada) Full time

    ROLE PURPOSE/SUMMARYThe Deputy Manager assists the Senior AML Manager and the CAMLO in developing, implementing and administering all aspects of the Bank's compliance programs. Including but not limited to, the development and implementation of compliance systems, policies and procedures to identify and assess the compliance risks and compliance related...

  • Estates Planning Assistant

    1 week ago

    Thornhill, Ontario, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Community Relations

    1 week ago

    Thornhill, Ontario, Canada JEWISH RUSSIAN COMMUNITY CENTER OF ONTARIO Full time

    Office Location: 1416 Centre St. Unit 6, Thornhill, Ontario L4J 8A1Work hours: part-time (4 hrs/day)Compensation: $23-$30/HR (commensurate with experience)Organization:JRCCReport to: Senior Director, Social ServicesJRCC Cares is growing and looking to fill a Community Relations & Evaluation position tocoordinate and maintain strategic collaborations, grant...

  • Manager Operations Analytics

    1 week ago

    Thornhill, Ontario, Canada CAA Club Group Full time

    About Us:As Canada's largest automobile association, we are passionate about keeping our Members safe- whether they are on the road, at home, or travelling abroad. Meeting the diverse needs of our two-million Members requires high performing, forward thinking, and innovative people who work collaboratively to keep propelling our business forward. Life at CAA...

  • Front Desk Member Service Associate

    1 week ago

    Thornhill, Ontario, Canada Bayview Golf & Country Club Limited Full time

    MEMBER SERVICE ASSOCIATE (SEASONAL PART TIME)Reports to:Director of Member ExperienceDepartment:Member ServiceStart Date:JUNE 2023SUMMARY:The Company & Working Environment:The Bayview Golf & Country Club is Centrally located in the GTA, Bayview has been a treasured part of the lives of our families for over 60 years. Bayview members enjoy a world-class Golf...

  • Team Lead

    4 weeks ago

    Thornhill, Ontario, Canada Roots Full time

    Team Lead Promenade - Store 190, 1 Promenade Circle, Main Floor, Thornhill, Ontario, Canada Req #100 Tuesday, March 12, WHY JOIN ROOTS? Roots is not only a brand, it's a culture and lifestyle. We look for dynamic individuals who are not only interested in retail and fashion, but who enjoy challenges and share our vision for a safer, cleaner, healthier...

  • Team Lead

    1 month ago

    Thornhill, Ontario, Canada Roots Full time

    Team Lead Promenade - Store 190, 1 Promenade Circle, Main Floor, Thornhill, Ontario, Canada Req #100 Tuesday, March 12, WHY JOIN ROOTS? Roots is not only a brand, it's a culture and lifestyle. We look for dynamic individuals who are not only interested in retail and fashion, but who enjoy challenges and share our vision for a safer, cleaner, healthier...

  • Indirect Tax Manager

    1 week ago

    Thornhill, Ontario, Canada CAA Club Group Full time

    About Us:The tax team prides themselves to be trusted partners and advisors to its various departments and business groups. As the Manager, Indirect Tax, you will leverage your business acumen and in-depth knowledge of Canadian indirect taxation to provide practical and pragmatic solutions to the various stakeholders and manage all the indirect tax processes...

  • Manager, Investments

    1 week ago

    Thornhill, Ontario, Canada CAA Club Group Full time

    About Us:As Canada's largest automobile association, we are passionate about keeping our Members safe - whether they are on the road, at home, or travelling abroad. Meeting the diverse needs of our 2.4M+ Members requires high-performing, forward-thinking, and innovative people who work collaboratively to keep propelling our business forward.Reporting to the...

  • Assistant Store Manager

    4 weeks ago

    Thornhill, Ontario, Canada Roots Full time

    WHAT WE'RE LOOKING FOR?The Assistant Manager supports the daily operations of the store while acting in accordance to Roots principles and standards. The Assistant Manager is required to provide sales and customer service leadership to employees and project the Roots culture and brand through both excellent customer service and strong visual presentation...

  • Assistant Store Manager

    1 month ago

    Thornhill, Ontario, Canada Roots Full time

    WHAT WE'RE LOOKING FOR?The Assistant Manager supports the daily operations of the store while acting in accordance to Roots principles and standards. The Assistant Manager is required to provide sales and customer service leadership to employees and project the Roots culture and brand through both excellent customer service and strong visual presentation...

  • Claims Investigator Siu

    1 week ago

    Thornhill, Ontario, Canada CAA Club Group Full time

    About Us:Our P&C Insurance Company offers a dynamic professional environment which strives to offer the ultimate customer experience. We share in each other's successes, drive change and support each other while cultivating a great working environment to deliver on what is best for the customer.Who we are:As Canada's largest automobile association, we are...

  • Assistant Store Manager

    1 week ago

    Thornhill, Ontario, Canada Roots Full time

    Assistant Store Manager Promenade - Store 190, 1 Promenade Circle, Main Floor, Thornhill, Ontario, Canada Req #585 Friday, June 22, WHAT WE'RE LOOKING FOR? The Assistant Manager supports the daily operations of the store while acting in accordance to Roots principles and standards. The Assistant Manager is required to provide sales and customer...

  • Assistant Store Manager

    4 weeks ago

    Thornhill, Ontario, Canada Roots Full time

    Assistant Store Manager Promenade - Store 190, 1 Promenade Circle, Main Floor, Thornhill, Ontario, Canada Req #585 Friday, June 22, WHAT WE'RE LOOKING FOR? The Assistant Manager supports the daily operations of the store while acting in accordance to Roots principles and standards. The Assistant Manager is required to provide sales and customer...

  • Assistant Store Manager

    4 weeks ago

    Thornhill, Ontario, Canada Roots Full time

    Assistant Store Manager Promenade - Store 190, 1 Promenade Circle, Main Floor, Thornhill, Ontario, Canada Req #585 Friday, June 22, WHAT WE'RE LOOKING FOR? The Assistant Manager supports the daily operations of the store while acting in accordance to Roots principles and standards. The Assistant Manager is required to provide sales and customer...

  • In Clinic

    1 week ago

    Thornhill, Ontario, Canada Speech Link Full time

    Our newly renovated Speech Link clinic is NOW OPEN and WE ARE HIRINGAbout the clinic: Newly renovated space Located in the heart of Thornhill, inside the Promenade Mall. On site amenities available for both clients and clinicians; coffee shops, food court, Dollarama, grocery store, gym, banks, retail, direct access to the TTC, and unlimited parkingAbout...

  • Communicative Disorders Assistant

    1 week ago

    Thornhill, Ontario, Canada Speech Link Full time

    Our newly renovated Speech Link clinic is NOW OPEN and WE ARE HIRINGAbout the clinic: Newly renovated space Located in the heart of Thornhill, inside the Promenade Mall. On site amenities available for both clients and clinicians; coffee shops, food court, Dollarama, grocery store, gym, banks, retail, direct access to the TTC, and unlimited parkingAbout...

  • 1x College Teacher

    1 week ago

    Thornhill, Ontario, Canada Rudolf Steiner College Canada] Full time

    Rudolf Steiner College Canada (RSCC) located at 9100 Bathurst St. #4, Thornhill, Ontario, L4J 8C7, in a registered private career college that administers anthroposophical vocational programs, adult education and cultural outreach programs, and anthroposophical social services (e.g., Star Seedlings Family and Childcare Centres). For more information on RSCC...