Private Wealth Advisor

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 CIBC.com

What You'll Be Doing

You will be joining CIBC Private Wealth Management as part of the Wealth Planning Group. Your focus will be on attracting, growing and deepening client relationships within CIBC Private Banking through sound wealth planning and advice. Your expert knowledge of financial planning, wealth solutions, in coordination with other professionals will help you meet the unique needs of a private wealth client. You will be a part of a diverse team of HNW planners spanning across the country, but your day to day focus will be in the business working alongside Private Bankers to achieve business results. As a senior member of the team, you will lead initiatives to drive business results through sound practice management and strong business development, while maintaining high standards of client service.

Success will be found in demonstrating CIBCs ability and desire to help clients meet their wealth ambitions.

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 engagement - Establish and maintain a network of relationships within the delivery network in order to increase consolidation of High Value Client business. Enhance relationships by providing expert financial advice & wealth planning services. Cultivate your network to establish new client relationships and build a culture of collaboration across multiple client offers (One CIBC) so that clients are served by those best able to meet their financial goals
• Business expertise- Champion CIBC within the community to deepen existing client relationships and develop new ones. Build CIBC Private Banking market profile through active involvement in the community, with key industry associations, advocates and clients.
• Leading and mentoring- As a seasoned financial professional, you will support a client-centric management culture with a strong focus on creating value for clients: through an emphasis on a strong advisory focus, sales, risk management and performance orientation, for a team of Private Bankers. Lead efforts in achieving business results and work as one team, supporting them as they make informed choices that benefit both the client and CIBC.

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.
• Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
• You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
• You’re a certified professional (IIROC). You have current accreditation and good standing for IIROC licensing, Conduct and Practices Handbook Course (CPH) and will complete the Wealth Management Essentials Course (WME) upon hire.
• You’re a certified professional. You have current accreditation and good standing, holding the Certified Financial Planner (CFP) designation.
• You can demonstrate at least 5 years of experience in advising in the High Net Worth segment, with a deep understanding of investment products with the ability to compare and contrast solutions and a proven track record of delivering results. You understand the wealth management business and can pull together expertise needed to support clients.
• 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-carrieres@cibc.com

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 .

Job Location

Toronto 25 King Street West

Employment Type

Regular

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 CIBC.com

What You'll Be Doing

You will be joining CIBC Private Wealth Management as part of the Wealth Planning Group. Your focus will be on attracting, growing and deepening client relationships within CIBC Private Banking through sound wealth planning and advice. Your expert knowledge of financial planning, wealth solutions, in coordination with other professionals will help you meet the unique needs of a private wealth client. You will be a part of a diverse team of HNW planners spanning across the country, but your day to day focus will be in the business working alongside Private Bankers to achieve business results. As a senior member of the team, you will lead initiatives to drive business results through sound practice management and strong business development, while maintaining high standards of client service.

Success will be found in demonstrating CIBCs ability and desire to help clients meet their wealth ambitions.

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 engagement - Establish and maintain a network of relationships within the delivery network in order to increase consolidation of High Value Client business. Enhance relationships by providing expert financial advice & wealth planning services. Cultivate your network to establish new client relationships and build a culture of collaboration across multiple client offers (One CIBC) so that clients are served by those best able to meet their financial goals
• Business expertise- Champion CIBC within the community to deepen existing client relationships and develop new ones. Build CIBC Private Banking market profile through active involvement in the community, with key industry associations, advocates and clients.
• Leading and mentoring- As a seasoned financial professional, you will support a client-centric management culture with a strong focus on creating value for clients: through an emphasis on a strong advisory focus, sales, risk management and performance orientation, for a team of Private Bankers. Lead efforts in achieving business results and work as one team, supporting them as they make informed choices that benefit both the client and CIBC.

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.
• Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
• You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
• You’re a certified professional (IIROC). You have current accreditation and good standing for IIROC licensing, Conduct and Practices Handbook Course (CPH) and will complete the Wealth Management Essentials Course (WME) upon hire.
• You’re a certified professional. You have current accreditation and good standing, holding the Certified Financial Planner (CFP) designation.
• You can demonstrate at least 5 years of experience in advising in the High Net Worth segment, with a deep understanding of investment products with the ability to compare and contrast solutions and a proven track record of delivering results. You understand the wealth management business and can pull together expertise needed to support clients.
• 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-carrieres@cibc.com

• 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 .

Job Location

Toronto 25 King Street West

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Client Relationship Management, Customer Experience (CX), Financial Advising, Investment Planning, Investment Products, Portfolio Management, Retirement Planning, Work Collaboratively

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

#J-18808-Ljbffr

---