Teams at CIBC

Manage and grow a dedicated client portfolio through relationship management, create comprehensive financial plans using CIBC tools, deliver investment advice, develop and execute local business development and marketing activities, and represent CIBC in the community to generate referrals and deepen client relationships.

Leads Wealth Management Operations for specialized investment products, including portfolio administration, fee-based servicing, custodial and post-trade support, client administration, billing, reporting, and controls. Sets strategic direction, manages risk and governance, drives process automation and digitization, oversees budgets and workforce planning, and leads multiple Director-level teams. Partners with business, product, technology, governance, and change leaders to support growth, regulatory change, and operational transformation.

Manage and grow a dedicated client portfolio by building comprehensive financial plans, delivering investment and lending advice, and developing long-term client relationships. Generate new business through networking, local market outreach, referrals, and community involvement. Provide personalized service, use CIBC financial planning tools, and work on-site across multiple banking centres, including some evenings and weekends.