Private Banking Advisor

Join to apply for the Private Banking Advisor role at CIBC 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 ambitions, empowering you 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. What You’ll Be Doing You will be responsible for working with a Senior Private Banker to effectively manage and grow a portfolio of cash management, lending and investment products and services that increase overall profit contribution to CIBC Private Wealth Management. You will provide exceptional service to your team’s UHNW Private Banking clients by assisting them with transactional banking needs on a reactive and proactive basis. You will support the Senior Private Banker as your team introduces your clients to partners across the Bank, including Wealth Strategy, Commercial Banking, Wood Gundy, Private Investment Counsel, Trust, Bank USA and others. Work arrangement (proportion of on‑site and remote work) will be discussed at the time of your interview. How You’ll Succeed Relationship and Portfolio Management – Contribute to the group’s High Net Worth (HNW) business by building a portfolio of HNW clients, performing risk assessment and in‑depth financial analysis, resolving complex credit issues, and providing specialized services to key HNW markets. Planning and Advice – Review client portfolios, identify opportunities for product and service solutions, and conduct portfolio reviews regularly. Business Development – Acquire new sophisticated clients, develop untapped opportunities, represent CIBC on boards, and participate in charitable organizations. Continuous Learning – Stay updated on economic, financial, and legislative changes, communicate developments to clients, and build a professional network. Who You Are You’re a certified professional with completed Canadian Securities Course, Professional Financial Planning Course, Conduct & Practices Handbook, and continuing education to the Certified Financial Planner designation. You have experience in personal financial planning and strong knowledge of banking, investment, and credit products and services. You place our clients first, building strong relationships and consolidating partnership opportunities. You have an established profile in the local business community and actively participate in community events, charitable organizations, and industry associations. You live CIBC’s values of trust, teamwork, and accountability. What CIBC Offers Competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and MomentMakers recognition program. Modern workspaces and technology to collaborate and innovate. Culture that encourages ambition through programs like Purpose Day and a paid personal development day. What You Need To Know CIBC is committed to an inclusive environment where all team members and clients feel they belong. You must be legally eligible to work in the specified location and have a valid work or study permit. Applications may include attribute‑based assessment and skills tests. Job Details Location: Calgary – 301‑8th Ave. SW, 3rd FloorEmployment Type: Regular (Full‑time)Weekly Hours: 37.5Skills: Analytical Thinking, Business Development, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Products, Portfolio Management, Wealth Management #J-18808-Ljbffr