Description:
services.
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
- Client Service – 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 - Through business development activities, 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 High Net Worth market. Develop and maintain high quality, effective relationships with internal and external networks. 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 (i.e. mutual funds, fixed income products, GICs, Imperial Investor Services, PPS, etc.)
- Relationship Building - Increase retention and consolidation of CIBC Private Wealth Management clients’ business by understanding the clients and developing strong relationships and action plans to provide appropriate investment, credit, banking solutions and wealth advisory services. Provide consistent service excellence at all client touch points to meet High Net Worth client’s expectations for service delivery and issue resolution.
- Analysis - Ensure quality of account portfolio by performing risk assessment and in-depth financial analysis on all potential or existing High Net Worth clients on an ongoing basis. Ensure that all recommendations and actions adhere to all Bank risk standards and guidelines. Assess performance through review of Local Level Reporting (LLR) and build target plans to enable achievement of required business objectives and to support execution of annual portfolio plan.
Who You Are
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
- You can demonstrate experience with concepts of personal financial planning and strong knowledge of all banking, investment and credit products and services and financial services experience (private client, private banking, advisory, brokerage, etc.) You have 3-5 years experience as a Private Banker would be preferred.
- You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.
- You a certified professional. Combined with your previous private wealth experience, you have your Canadian Securities Course (CSC), Professional Financial Planning Course, Conduct & Practices Handbook (CPH) and continuing education to Certified Financial Planners Designation.
- 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 health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, points-based recognition program.
- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.