To learn more about CIBC, please visit CIBC.com What you'll be doing The Regional Private Banking Administrator holds a critical role within the CIBC Private Banking Regional team. The primary ...
To learn more about CIBC, please visit CIBC.com What you'll be doing The Regional Private Banking Administrator holds a critical role within the CIBC Private Banking Regional team. The primary ...
To learn more about CIBC, please visit CIBC.com What you'll be doing The Regional Private Banking Administrator holds a critical role within the CIBC Private Banking Regional team. The primary ...
To learn more about CIBC, please visit CIBC.com What you'll be doing The Regional Private Banking Administrator holds a critical role within the CIBC Private Banking Regional team. The primary ...
Credit Analyst I
Montreal, QC · On-site
CA$69K - CA$98K/yr
The group has direct accountability and responsibility to assist and educate Private Banking managers and their teams across the country in credit structures. Reporting to the Regional Credit Manager ...
Credit Analyst I
Montreal, QC · On-site
CA$69K - CA$98K/yr
The group has direct accountability and responsibility to assist and educate Private Banking managers and their teams across the country in credit structures. Reporting to the Regional Credit Manager ...
The Service Support Officer contributes to the overall success of the Private Banking team by ... Friendly, Willing to Assist, Efficient and Professional * Demonstrating confidence and knowledge by ...
The Service Support Officer contributes to the overall success of the Private Banking team by ... Friendly, Willing to Assist, Efficient and Professional * Demonstrating confidence and knowledge by ...
Medical
Retirement
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Medical
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A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you ... Your role: * Assist advisors or private advisors with the administrative tasks related to managing ...
Medical
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A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you ... Your role: * Assist advisors or private advisors with the administrative tasks related to managing ...
Medical
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A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you ... Your role: * Assist advisors or private advisors with the administrative tasks related to managing ...
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Wealth Associate
Sherbrooke, QC · Hybrid
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Retirement
Develop business development plans * Assist the Regional Vice-President in achieving objectives ... You will join a team of specialists in Commercial and private Banking 1859 who support business ...
Senior Manager Commercial Banking and Real Estate
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Medical
Retirement
Develop business development plans * Assist the Regional Vice-President in achieving objectives ... You will join a team of specialists in Commercial and private Banking 1859 who support business ...
Medical
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Administration Assistant - Wealth Management, Nesbitt Burns
Montreal, QC · On-site
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Medical
Life
Retirement
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Administration Assistant - Wealth Management, Nesbitt Burns
Montreal, QC · On-site
CA$33K - CA$50K/yr
Medical
Life
Retirement
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Retirement
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Senior Advisor, Executive Communciations
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Medical
Retirement
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Senior Advisor, Executive Communciations
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Senior Advisor, Executive Communciations
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Senior Advisor, Executive Communciations
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Within the Commercial and Private Banking 1859 sector, you will be part of the Governance and Leadership Activation team, reporting to the Senior Manager, Governance and Leadership Activation. Our ...
Senior Advisor, Executive Communciations
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Medical
Retirement
Within the Commercial and Private Banking 1859 sector, you will be part of the Governance and Leadership Activation team, reporting to the Senior Manager, Governance and Leadership Activation. Our ...
Senior Advisor, Executive Communciations
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Medical
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Private Banker Assistant information
See Quebec salary details
$10.10 - $17.31
23% of jobs
$17.69 is the 25th percentile. Wages below this are outliers.
$17.31 - $24.52
30% of jobs
$24.52 - $31.73
19% of jobs
$35.34 is the 75th percentile. Wages above this are outliers.
$31.73 - $38.94
5% of jobs
$38.94 - $46.15
4% of jobs
$46.15 - $53.37
5% of jobs
$53.37 - $60.58
2% of jobs
$60.58 - $67.79
3% of jobs
$67.79 - $75
3% of jobs
$75 - $82.21
2% of jobs
$82.21 - $89.42
2% of jobs
$10
$35
$89
How much do private banker assistant jobs pay per hour?
What is the difference between Private Banker Assistant vs Financial Advisor?
| Aspect | Private Banker Assistant | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a high school diploma or bachelor's degree; certifications like FINRA Series 7 or 66 are common | Requires a bachelor's degree; certifications such as CFP, Series 7, or Series 66 are often necessary |
| Work Environment | Supports private banking teams in banks or financial institutions, assisting with client service | Works directly with clients to develop financial plans and investment strategies |
| Employer & Industry | Financial institutions, private banks | Financial advisory firms, banks, independent practices |
While both roles support financial services, a Private Banker Assistant primarily assists private banking teams with client support, whereas a Financial Advisor works directly with clients to create personalized financial plans. The roles share similar credentials and work environments but differ in client interaction and responsibilities.
What does a private banker assistant do?
How does a private banker assistant support client relationship management?
What skills and qualifications are needed to be a private banker assistant?
What are the most commonly searched types of Private Banker jobs in Quebec?
The most popular types of Private Banker jobs in Quebec are:
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For Private Banker Assistant jobs in Quebec, the most frequently searched job titles are:
What job categories do people searching Private Banker Assistant jobs in Quebec look for?
The top searched job categories for Private Banker Assistant jobs in Quebec are:
What cities in Quebec are hiring for Private Banker Assistant jobs?
Cities in Quebec with the most Private Banker Assistant job openings:
Full-time
Retirement
Posted 16 days ago
Job description
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What you'll be doing
The Regional Private Banking Administrator holds a critical role within the CIBC Private Banking Regional team. The primary purpose is to provide operational and tactical support to the Region's Managing Director and team, ensuring the achievement of regional operational goals. The role coordinates and implements multiple management functions associated with the region's daily business, delivering high-level service to internal and external clients through effective consulting with leadership, Private Bankers, and internal partners.
In addition, a key element of this role is supporting the MD's local focus on building strategic partnerships across CIBC Capital Markets, Commercial Banking, Wood Gundy/PIC, and Imperial Service to drive new business to Private Banking. The Administrator is responsible for capturing, analyzing, and presenting data that enables the MD to track and measure partnership success and present results to senior leadership.
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be on-site full-time Monday through Friday.
How you'll succeed
- Business Enablement & Administration - Understand regional business goals, objectives, and operating environment; develop and implement plans to enable the business in meeting goals and objectives. implementation and reporting requirements are met. Act as the single point of contact for all regional administrative activities. Manage day-to-day administrative activities in support of the Regional Managing Director. Develop administrative procedures and processes as needed. Manage headcount and the allocation of human resources across the region. Oversee office business processes and act as a resource for business management issues (e.g., facilities/equipment procurement). Build strong partnerships with key support groups and business partners.
- Data Capture, Reporting & Analysis - Capture, track, and analyze partnership and client data across CIBC Capital Markets, Commercial Banking, Wood Gundy/PIC, and Imperial Service to support Private Banking growth. Develop and maintain reporting structures and dashboards that enable the MD to monitor strategic partnership effectiveness, client acquisition, and business development initiatives. Present data and insights in a clear, actionable format for senior leadership review, supporting measurement of success and decision-making. Ensure regular contact with relationship managers and partners to collect relevant information for reporting and analysis. Proactively identify and recommend improvements to data capture and reporting processes, leveraging CRM systems and tools such as Salesforce, Excel, and PowerPoint. Proactively identify and recommend improvements to data capture and reporting processes, leveraging CRM systems and tools such as Salesforce, Excel, and PowerPoint.
- Research & Special Projects - Conduct research and analysis on behalf of the Regional Managing Director as it relates to special projects that may influence strategic and/or operational initiatives. Analyze industry trends and client data to identify opportunities for attracting and retaining HNW and UHNW clients. Support the MD in developing strategies to earn new business and deepen existing client relationships.
- Communication & Relationship Management - Serve as the primary point of contact and conduit for the flow of communication for the region. Collaborate with partners (Finance, HR, Compliance, Business Risk, Technology, Marketing, Product, Corporate Real Estate, Training & Development) to meet job requirements and resolve business issues. Champion CIBC's values and provide support consistent with the highest quality standards and CIBC objectives.
- Operational Problem Solving - Resolve routine operational problems by investigating, analyzing, and providing informed opinions or recommendations. Modify established procedures and approaches to suit specific situations and escalate issues as required.
Who you are
- You can demonstrate experience in the banking industry.
- You give meaning to data. You enjoy investigating complex problems and making sense of information. You have experience with data capture, analysis, and reporting to senior management. You take a proactive approach to understanding and applying technological advances, including AI, to daily business. You have strong technical skills in Microsoft Office (Word, Excel, PowerPoint), CRM systems (e.g., Salesforce), and data presentation tools.
- You have strong organizational and administrative skills at a senior level with the ability to ability to handle multiple requests and varying degrees of priority. You are resourceful and exercise creative problem-solving skills.
- You are a strong communicator. You have exemplary interpersonal and communication skills to interact with a wide range of individuals. You have the ability to present complex information in a clear, actionable manner.
- Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise. You use developed influential skills to promote and elicit cooperation and consensus.
- 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.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we're actively recruiting for, unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
QC-Montreal, 1155 Rene-Levesque Blvd, Suite B1Employment Type
RegularWeekly Hours
37.5Skills
Active Listening, Analytical Thinking, Client Service, Customer Experience (CX), Interpersonal Communication, Operational Efficiency, Work Collaboratively