Sr. Private Banking Advisor

7 days ago

Halifax, Nova Scotia, Canada CIBC Full time
Job Description:Job information Sr. Private Banking Advisor from the Company CIBC, this latest Sr. Private Banking Advisor job vacancy is located in the city Halifax, NS located in the country Canada . This latest job opening is open to job seekers who have the latest education / graduate Bachelor Degree . Job Vacancies in this Banking field have been opened and published up to the specified time.Job Responsibility: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 What you'll be doing As a member of CIBC Private Wealth Management, you will be responsible for effectively managing and growing a portfolio of cash management, lending and investment products and services which increases overall profit contribution. As a Senior Private Banking Advisor, you will apply extensive in-depth knowledge and skills to ensure quality of account portfolio by performing risk assessment and in-depth financial analysis on all potential or existing high net worth clients on an ongoing basis. The Senior Private Banking Advisor delivers solutions that make it easy for clients to bank with us, resolving extremely complex credit issues for clients by working closely with the business, fostering a dedicated team spirit, and partnering behaviors with internal teams and building a strong partnership with them. The role has ownership of processes and milestones, connecting people and networks, drawing on the Bank's broader team and supporting our community. The role devises new methods using strong analytic and inductive thinking to deliver excellence, reviewing the client's financial needs from a holistic perspective, and identifying opportunities to broaden the client's suite of products and services. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview How you'll succeed
  • Client Service - Review client portfolios and financial needs from a holistic perspective and identify opportunities to broaden the client's suite of products and services. Meet regularly with clients to conduct portfolio reviews and introduce new product and service solutions. Understand wealth generation by small to medium business enterprises and the complexity of monetizing their value.
  • Business Development - Through business development activities, acquire new clients who have sophisticated financial needs, are people of influence and/or who require complex global financial solutions. Search for and develop untapped opportunities to promote CIBC Private Wealth Management within the High-Net-Worth market. Develop and maintain high quality, effective relationships with internal and external networks. Contribute to the group's High Net Worth (HNW) business by building a portfolio of HNW clients whose needs are primarily banking, credit and investment based (i.e., mutual funds, fixed income products, GICs, Imperial Investor Services, PPS, etc.)
  • Relationship Building - Increase retention and consolidation of CIBC Private Wealth Management clients' business by understanding the clients and developing strong relationships and action plans to provide appropriate investment, credit, banking solutions and wealth advisory services. Provide consistent service excellence at all client touch points to meet High Net Worth client's expectations for service delivery and issue resolution.
  • Analysis - Ensure quality of account portfolio by performing risk assessment and in-depth financial analysis on all potential or existing High Net Worth clients on an ongoing basis. Ensure that all recommendations and actions adhere to all Bank risk standards and guidelines. Assess performance through review of Local Level Reporting (LLR) and build target plans to enable achievement of required business objectives and to support execution of annual portfolio plan.
Who you are
  • You can demonstrate experience with concepts of personal financial planning and strong knowledge of all banking, investment and credit products and services and financial services experience (private client, private banking, advisory, brokerage, etc.)
  • You are a certified professional. You have your Canadian Securities Course (CSC), Professional Financial Planning Course, Conduct & Practices Handbook (CPH) and continuing education to Certified Financial Planners Designation.
  • You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do.
  • You act like an owner. You thrive when you are empowered to take the initiative, go beyond, and deliver results.
  • Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
  • 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 benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based 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.
  • Subject to plan and program terms and conditions
What you need to know
  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-
  • 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 tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location Halifax-1809 Barrington St. 16 Employment Type Regular Weekly Hours 37.5 Skills Analytical Thinking, Banking, Business Development, Client Issue Resolution, Client Relationship Management, Customer Experience (CX), Financial Advising, Financial Analysis, Financial Products, Goal Planning, High Net Worth Individuals, Investments, Lending, Portfolio Management, Private Banking, Wealth Management

Keywords : Halifax jobs

Closed Date :

#J-18808-Ljbffr

  • Banking Associate Private Banking 1859

    6 days ago

    Halifax, Nova Scotia, Canada National Bank of Canada Full time

    Primary Locations:Halifax, Nova Scotia**:Attendance:Hybrid**:Employee Status:Regular**:Schedule:Full-time**:Private Banking 1859 is dedicated to providing wealth management services and advice to a distinctive and wealthy clientele. It is part of the National Bank, which offers a wide range of financial services to individuals, businesses and governments...

  • Regional Director, Private Banking, Atlantic

    7 days ago

    Halifax, Nova Scotia, Canada Banque Scotia Full time

    Numéro de la demande: 197947Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement.PurposeLeads and oversees a portion of the GTA Private Banking business ensuring business strategies, plans and initiatives are executed / delivered in compliance with governing regulations, internal...

  • Regional Director, Private Banking, Atlantic

    7 days ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    Numéro de la demande: Joignez une équipe gagnante, engagée et axée sur les résultats qui évolue dans une culture inclusive et de haut rendement. Purpose Leads and oversees a portion of the GTA Private Banking business ensuring business strategies, plans and initiatives are executed / deliver

  • Virtual Small Business Advisor, Halifax

    6 days ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    Requisition ID: 194365Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Virtual Small Business Advisor, Virtual Advice Team, Halifax Nova ScotiaAbout the Role...Our Virtual Small Business Advisors are customer-centric and able to connect with people in a relatable way.As an essential member of the Canadian...

  • Virtual Small Business Advisor Trainee, Small

    6 days ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    Requisition ID: 180751Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Virtual Small Business Advisor, Virtual Advice Team, Halifax Nova ScotiaAbout the Role...Our Virtual Small Business Advisors (VSBA) are customer-centric and able to connect with people in a relatable way.As an essential member of the...

  • Lab Engineering Lead

    7 days ago

    Halifax, Nova Scotia, Canada Lloyds Banking Group Full time

    Job Title: Engineering LeadLocation(s): Halifax or LondonHours: Full timeWorking Pattern: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at our office site.About this opportunity:The Identity & Authentication Platform delivers capabilities to enable LBG business areas secure client and digital authentication...

  • Consultant, SR&ED Services

    7 days ago

    Halifax, Nova Scotia, Canada BDO Full time

    Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a with a high priority on your personal and...

  • Agriculture Specialist, Agriculture banking

    7 days ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Agriculture Specialist, Agriculture banking - Nova Scotia Requisition ID: 200098Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. This role contributes to the overall success of the Agricultural segment of...

  • Senior Engineering Lead

    7 days ago

    Halifax, Nova Scotia, Canada Lloyds Banking Group Full time

    We support agile working Click here for more information on agile working options. Agile Working Options Agile Working Options Hybrid WorkingJOB TITLE :Engineering Lead LOCATION ( S): Halifax or LondonHOURS :Full time Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at our office site. The Identity &...

  • Treasury Specialist

    7 days ago

    Halifax, Nova Scotia, Canada Strategic Risk Solutions Full time

    SRS Managers (Canada) Limited, a fast-growing privately-owned insurance services company, is currently seeking a Treasury Specialist for our Halifax office to provide superb Treasury and Cash Management Services to our colleagues in Bermuda and the Cayman Islands. This role reports to the Cayman Chief Administrative Officer.This role can be remote, anywhere...

  • Senior Fund Accountant, Private Markets

    6 days ago

    Halifax, Nova Scotia, Canada Mufg Investorservices Full time $3

    MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks in the world with $2.8 trillion in assets – we provide clients access to a range of leading solutions from fund administration, middle-office outsourcing, custody,...

  • Sr. Software Test Developer

    7 days ago

    Halifax, Nova Scotia, Canada Iris Software Inc. Full time

    Iris's direct client, one of the Top 5 Bank in Canada, is looking to hire a Sr. Software Test Developer for a long term opportunity at Halifax, NS(Hybrid Position).Our Client is a Canadian multinational financial services company and the largest bank in Canada by market capitalization. The bank serves over 17 million clients and has more than 89,000...

  • Senior Fund Accountant, Private Markets

    6 days ago

    Halifax, Nova Scotia, Canada Mufg Investorservices Full time

    MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks in the world with $2.8 trillion in assets – we provide clients access to a range of leading solutions from fund administration, middle-office outsourcing, custody,...

  • Financial Advisor

    6 days ago

    Halifax, Nova Scotia, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA's continued growth and member satisfaction reflects a team of...

  • Senior Fund Accountant, Private Markets

    7 days ago

    Halifax, Nova Scotia, Canada MUFG Investor Services Full time

    Company Description About MUFG Investor Services: MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks in the world with $ trillion in assets – we provide clients access to a range of leading solutions from fund...

  • Agriculture Specialist, Agriculture banking

    7 days ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    Requisition ID: 200098 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. This role contributes to the overall success of the Agricultural segment of the Business Banking department(s) in Canada ensuring specific individual goals, plans and initiatives are executed/delivered in support of the team's...

  • Financial Advisor

    7 days ago

    Halifax, Nova Scotia, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA's continued growth and member satisfaction reflects a team of...

  • Financial Advisor

    3 weeks ago

    Halifax, Nova Scotia, Canada Royal Bank of Canada Full time

    Job SummaryWhether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child's education or recommending how to borrow for their "Someday", your expertise will contribute to creating meaningful and memorable client experiences.Job DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract,...

  • Financial Advisor

    2 months ago

    Halifax, Nova Scotia, Canada Royal Bank of Canada Full time

    Job SummaryWhether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child's education or recommending how to borrow for their "Someday", your expertise will contribute to creating meaningful and memorable client experiences.Job DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract,...

  • Financial Advisor

    6 days ago

    Halifax, Nova Scotia, Canada Royal Bank of Canada Full time

    Job SummaryWhether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child's education or recommending how to borrow for their "Someday", your expertise will contribute to creating meaningful and memorable client experiences.What is the opportunity?As an RBC Financial Advisor, you attract, nurture, and...