Teams at CIBC

Manage and grow a substantial client portfolio through relationship management, comprehensive financial planning, investment advice, lending solutions, and exceptional service. Develop new business through networking, local market knowledge, referrals, sales planning, and community involvement. Build trusted client relationships, use financial planning tools, deliver needs-based recommendations, and support clients in achieving their financial goals.

Manages complex credit portfolios for high-net-worth Private Banking clients. Responsibilities include assessing personal and commercial credit requests, structuring lending facilities and security, preparing credit applications and deal summaries, negotiating terms with risk management, coordinating loan and security documentation, monitoring credit expiries, and advising Private Banking teams on credit policies and procedures. Requires financial statement analysis, lending expertise, estate planning knowledge, strong computer skills, and fluency in French and English.

Supports Treasury data integrity through reconciliation, reporting, data quality monitoring, issue remediation, manual adjustments, controls, and process improvements. Analyzes variances, assists with regulatory reporting, documents activities, addresses stakeholder inquiries, and supports Treasury data management projects. The role also maintains internal controls, assists auditors, and develops technical or business solutions under SOX guidelines.