Location
ottawa, on, Canada
Posted
July 16, 2026
Job Description
Lead client relationships at CIBC as a High Net Worth Advisor, focusing on personalized banking, investment, and wealth management solutions. Utilize your skills to grow client portfolios and enhance service.
CIBC is seeking a dedicated Private Banking Advisor to manage and grow portfolios of high-net-worth clients. This role emphasizes relationship management, risk assessment, and financial analysis within Private Wealth Management. You'll be responsible for providing holistic wealth advisory services, including lending, investment, and estate planning.
Key Responsibilities:
• Manage and grow a portfolio of high-net-worth clients
• Conduct risk assessments for potential and existing clients
• Review and enhance clients' investment portfolios
• Acquire new clients with complex financial needs
• Stay updated on financial trends and legislative changes
Requirements:
• Certification as an Investment Representative ...
CIBC is seeking a dedicated Private Banking Advisor to manage and grow portfolios of high-net-worth clients. This role emphasizes relationship management, risk assessment, and financial analysis within Private Wealth Management. You'll be responsible for providing holistic wealth advisory services, including lending, investment, and estate planning.
Key Responsibilities:
• Manage and grow a portfolio of high-net-worth clients
• Conduct risk assessments for potential and existing clients
• Review and enhance clients' investment portfolios
• Acquire new clients with complex financial needs
• Stay updated on financial trends and legislative changes
Requirements:
• Certification as an Investment Representative ...