CIBC
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Fintech • Payments • Financial Services
Manage and grow a portfolio of high-net-worth clients by delivering investment and wealth advisory services, acquiring new clients through networking and events, driving revenue and profitability, ensuring compliance and risk controls, and collaborating with internal partners to provide exceptional service.
Fintech • Payments • Financial Services
Build and manage a client portfolio by providing personalized financial advice across banking, investments, lending, and estate planning. Develop new relationships through networking, community involvement, lead conversion, and needs-based sales. Serve as a trusted point of contact while meeting performance goals and delivering exceptional client experiences. The role is full-time, on-site, and may require work across multiple banking centres, including evenings and weekends.
Fintech • Payments • Financial Services
Lead a cross-functional team delivering Record Remediation and PrivateLink Update initiatives, overseeing OpenText implementations, integrations, testing, change and incident management. Ensure operational stability, drive project delivery, coordinate stakeholders (business, risk, compliance, vendors), and coach the team to improve processes and service performance.