Senior business strategy advisor guiding Desjardins transformation initiatives and strategic decision - making. Developing policies, recommendations, and complex cross - sector business solutions.
About the role
- Private Banking Advisor managing high-net-worth banking, credit, and investment portfolios for CIBC, a Canadian relationship-oriented bank. Expanding client relationships and delivering wealth-planning solutions across Markham and Richmond Hill.
Responsibilities
- Manage and grow a portfolio of cash management, lending, and investment products and services
- Increase overall profit contribution to CIBC Private Wealth Management
- Support client needs for investment, retirement, and estate planning services
- Build and manage a portfolio of high-net-worth clients with banking, credit, and investment needs
- Perform risk assessments and in-depth financial analysis for prospective and existing high-net-worth clients
- Resolve complex credit issues with Credit Specialists and Commercial Banking
- Provide specialized private banking services to professional-services partners and Wood Gundy high-net-worth clients
- Review client portfolios and financial needs holistically and identify opportunities to expand products and services
- Conduct regular portfolio reviews and introduce new product and service solutions
- Acquire new clients with sophisticated financial needs and develop untapped high-net-worth market opportunities
- Represent CIBC on boards, in charitable organizations, social networks, business associations, and industry associations
- Participate in large deal teams focused on ultra-high-net-worth clients
- Maintain current knowledge of economic, financial, legislative, and product developments
- Communicate relevant developments to clients and build a professional target-segment network
Requirements
- Current accreditation and good standing as an Investment Representative (IR) with the Canadian Investment Regulatory Organization – Investment Dealer (CIRO-ID)
- Professional Financial Planning Course and continuing education toward the Certified Financial Planner designation
- Experience with personal financial planning concepts
- Strong knowledge of banking, investment, and credit products and services
- Financial services experience in private banking, wealth advisory, or brokerage
- Relationship management skills to build strong customer relationships and identify partnership and consolidation opportunities
- Demonstrated ability to build and maintain new client relationships
- Established profile in the local business community
- Knowledge of diverse marketplaces and local client needs
- Active participation in community events, charitable organizations, and industry associations
- Legal eligibility to work at the specified location; valid work or study permit where applicable
- Ability to complete attribute-based assessments and other skills tests if requested
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Purpose Day: paid day off dedicated to growth and development
- Accessible candidate experience and accommodation support
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