Private Wealth Advisor-Bilingual

CIBC•Montreal, QC

8d•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. 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

You’re a certified professional. You have current accreditation and are in good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) and have the Institut québécois de planification financière (IQPF) license.
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.
Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
You can demonstrate at least 5 years of experience in advising in the High Net Worth segment, with a deep understanding of investment products with the ability to compare and contrast solutions and a proven track record of delivering results.
You understand the wealth management business and can pull together expertise needed to support clients.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
You're fluent in French and English to serve our clients in the community.

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
a benefits program
defined benefit pension plan
an employee share purchase plan
a 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