Wealth Strategist

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  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.comWhat you'll be doing

As a Wealth Strategist, you are responsible for supporting and working closely with Relationship Managers and high net worth (HNW) clients to develop and implement wealth planning as part of CIBC Private Wealth’s integrated wealth management process. You will help clients understand their estate planning, tax planning, philanthropic vehicles, life insurance programs, and business succession planning.  In this consultative role, you’ll help clients navigate complex planning considerations, coordinate with internal and external partners, and support the development of tailored solutions that reflect each client’s priorities.

You’ll also contribute to business development efforts and help elevate the wealth strategies offering through education, thought leadership, and collaboration across the firm.

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.

How you'll succeed

Comprehensive Planning:
Partner with Relationship Managers and HNW clients in a consultative role, developing holistic wealth plans to enhance the overall client experience with CIBC Private Wealth.

Estate & Legacy Planning:
Develop strategies for wealth transfer, asset protection, and philanthropic goals.

Client

Collaboration:

Review estate planning and trust documents. Serve as a bridge between clients and outside advisors (i.e., attorneys, CPAs) to implement strategies. Research and review fiduciary and tax issues. Prepare written and graphical summaries.

Business Development Support:
Support business development activities by actively participating in prospect meetings.

Thought Leadership:
Contribute to the development of educational and marketing materials.

External & Internal Engagement:
Participate in educational seminars internally. Present to client and intermediary groups externally. Promote the wealth strategies offering across the firm.

Who you areYou have the education and professional background to lead complex planning conversations. You have a bachelor’s degree and a Juris Doctor. You bring expertise in estate planning and related wealth planning disciplines.

You have relevant estate planning experience. You’re an attorney with 6-10+ years of experience in estate planning, with expertise in insurance planning, business succession planning, executive compensation, and philanthropic planning. Experience in income tax planning and accounting is an asset.

You're passionate about people and have a network. You bring experience in the trust and financial services industry and have built strong relationships within the trust and estate legal community. You know how to build credibility and foster trusted partnerships.

You are a strong communicator. You can present complex information to internal and external partners in a way that is clear, focused, and concise. Your verbal and written communication skills help clients and colleagues make informed decisions.

You give meaning to data. You can identify and assess complex issues, evaluate options, and develop effective recommendations. You use sound judgment to turn analysis into practical solutions.

You're motivated by collective success. You know that teamwork can transform a good idea into a great…