Associate Private Banking Advisor

7 months ago

Ottawa, 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

What You'll be Doing

You will be responsible for working with one or more Senior Private Banker, in effectively managing and growing a portfolio of cash management, lending and investment products and services which increases 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 their 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.
- 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
- Relationship and Portfolio Management - 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. Ensure quality of account portfolio by performing risk assessment and in-depth financial analysis on all potential or existing High New Worth clients on an ongoing basis. Resolve extremely complex credit issues for clients by working closely with Credit Specialists and Commercial Banking. Provide specialized services to key HNW markets like professional services to partners of major law, accounting and medical business as well as providing private banking services to HNW clients of Wood Gundy.
- Planning and Advice - 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 - 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 HNW market. Represent CIBC on Boards, participate in charitable organizations and engage in appropriate social networks. Play an active role in large deal teams focusing on ultra HNW clients, especially with introductions from Commercial Banking.
- Continuously update your knowledge and skills - Demonstrate a commitment to keep up-to-date with current events, overall economic and financial environment, trends, product developments, legislative changes, etc. and proactively communicate developments or changes to client as applicable to their financial situation. Be involved in the community through participation in business and industry associations, and aid in the development of a professional network comprised of the target client segment.

Who You Are
- You’re a certified professional. You have successfully completed the Canadian Securities Course, Professional Financial Planning Course, Conduct & Practices Handbook and continuing education to Certified Financial Planners Designation.
- You can demonstrate experience in concepts of personal financial planning and strong knowledge of all banking, investment and credit products and services. You have Financial services experience in private banking, wealth advisory, or brokerage.
- You put our clients first. You have relationship management skills sufficient to build strong relationships with customers, to identify partnership and consolidation opportunities. You have demonstrated success in ability to build and maintain new client relationships.
- You have an established profile in the local business community. You have knowledge of a diverse marketplace and needs of local clients. You enjoy an active role in community events, charitable organizations and industry associations.
- 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

  • Banking Advisor/Financial Advisor

    3 weeks ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleFinancial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching,...

  • Private Banking Officer, Sales

    6 months ago

    Ottawa, Canada BMO Financial Group Full time

    1600 Carling Ave Ottawa Ontario,K1Z 1B4 Supports the delivery of the customer experience for private banking clients. Provides high quality customer service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients’ needs and works collaboratively...

  • Banking Advisor Carling

    6 months ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 195563 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Private Banking Officer

    6 months ago

    Ottawa, Canada BMO Financial Group Full time

    1600 Carling Avenue Ottawa Ontario,K1Z 1B4 Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and...

  • Banking Advisor

    8 months ago

    Ottawa, Canada National Bank of Canada Full time

    A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients. **Your job**: - Greet clients and...

  • Associate Portfolio Manager

    1 week ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 211300 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Portfolio Manager to join our team. As an Associate Portfolio Manager, you will...

  • Associate Director, Roynat Equity Partners, Canadian Banking

    4 weeks ago

    Ottawa, Canada Scotiabank Full time

    Title: Associate Director, Roynat Equity Partners, Canadian Banking Requisition ID: 201583Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Associate Director, Roynat Equity Partners, Canadian Banking Roynat Equity Partners (“REP”) facilitates growth and creates wealth in established mid-market private...

  • Associate Director, Roynat Equity Partners, Canadian Banking

    4 weeks ago

    Ottawa, Canada Scotiabank Full time

    Title: Associate Director, Roynat Equity Partners, Canadian BankingRequisition ID: 201583Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Associate Director, Roynat Equity Partners, Canadian BankingRoynat Equity Partners (“REP”) facilitates growth and creates wealth in established mid-market private...

  • Scotiamcleod Investment Associate

    5 months ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 194642 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Associate Director, Roynat Equity Partners, Canadian Banking

    5 months ago

    Ottawa, Canada Scotiabank Full time

       Requisition ID: 201583Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Associate Director, Roynat Equity Partners, Canadian Banking Roynat Equity Partners (“REP”) facilitates growth and creates wealth in established mid-market private companies by providing patient private equity capital,...

  • Banking/Financial Advisor

    3 weeks ago

    Ottawa, Canada Scotiabank Full time

       Requisition ID: 210375Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Investment Associate Director, Private Equity

    2 weeks ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Job SummaryReporting to a Director of Roynat Equity Partners, the Associate Director plays a key role in making and managing private equity/venture capital fund investments.Key ResponsibilitiesProvide ongoing support in the form of financial modelling, screening potential investment opportunities, conducting market research, providing assistance with due...

  • Associate Portfolio Manager

    1 week ago

    Ottawa, Canada Scotiabank Full time

        Requisition ID: 211300 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Portfolio Manager to join our team.As an Associate Portfolio Manager, you...

  • Customer Experience Associate

    6 months ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 183280 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial...

  • Scotiamcleod Investment Associate

    1 month ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 209895 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • (Associate) Fixed Income Portfolio Manager

    2 days ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 211300Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Portfolio Manager to join our team.As an Associate Portfolio Manager, you will provide...

  • Associate Financial Advisor

    5 months ago

    Ottawa, 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...

  • Team Lead, Small Business, Canadian Banking

    1 month ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 209842 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: The Team Lead is responsible for leading, overseeing and providing strategic direction to the Canadian Small Business (SB) sales force. This role ensures business strategies, plans and initiatives are executed in...

  • Scotiamcleod Administrative Associate

    5 months ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 191285 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Associate Advisor

    7 months ago

    Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    ASSOCIATE ADVISOR Desjardins Financial Security Independent Network  Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a...