Private Banking Advisor at CIBC

Elevate your career with CIBC as a Private Banking Advisor in Ottawa, ON. Manage high net worth portfolios while providing tailored financial solutions for clients.
This full-time role focuses on relationship management for sophisticated financial clients. You will grow a portfolio of investment and credit products while contributing to the Wealth Advisory services including retirement and estate planning. Your impact is significant as you help CIBC build a relationship-oriented bank.
Key Responsibilities:
• Manage and grow a high net worth client portfolio
• Conduct in-depth financial analyses and risk assessments
• Provide specialized financial planning and advice
• Develop new business opportunities within HNW markets
• Stay updated on economic and industry trends
Requirements:
• Current certification as an Investment Representative (IR)
• Strong experience in private banking and wealth advisory
• Proven relationship management skills
• Local mark...