Private Wealth Advisor-Bilingual

CIBC • Montreal, QC

11d • Hybrid

About The Position

You will be joining CIBC Private Wealth as part of the Wealth Planning Group. Your focus will be on attracting, growing and deepening client relationships within CIBC Private Banking through sound wealth planning and advice. Your expert knowledge of financial planning, wealth solutions, in coordination with other professionals will help you meet the unique needs of a private wealth client. You will be a part of a diverse team of HNW planners spanning across the country, but your day to day focus will be in the business working alongside Private Bankers in North GTA and Southern Ontario, to achieve business results. 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.

Requirements

• Certified professional with current accreditation and in good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
• Institut québécois de planification financière (IQPF) license.
• At least 5 years of experience in advising in the High Net Worth segment.
• Deep understanding of investment products with the ability to compare and contrast solutions.
• Proven track record of delivering results.
• Understanding of the wealth management business and ability to pull together expertise needed to support clients.
• Fluent in French and English.

Responsibilities

• Support Private Bankers in attracting and earning client business.
• Establish and maintain a network of relationships within the delivery network in order to increase consolidation of High Value Client business.
• Enhance relationships by providing expert financial advice & wealth planning services.
• Cultivate your network to establish new client relationships and build a culture of collaboration across multiple client offers (One CIBC) so that clients are served by those best able to meet their financial goals.
• Champion CIBC within the community to deepen existing client relationships and develop new ones.
• Build CIBC Private Banking market profile through active involvement in the community, with key industry associations, advocates and clients.
• As a seasoned financial professional, you will support a client-centric management culture with a strong focus on creating value for clients: through an emphasis on a strong advisory focus, sales, risk management and performance orientation, for a team of Private Bankers.
• Lead efforts in achieving business results and work as one team, supporting them as they make informed choices that benefit both the client and CIBC.

Benefits

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program
• Purpose Day (a paid day off dedicated for you to use to invest in your growth and development)

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed