Director, Wealth Strategies

1 month ago

Montréal QC, Canada CIBC Full time

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

What You’ll Be Doing

Reporting to the Executive Director of Family Enterprise Advising, the role is accountable for acting as the subject matter expert on complex Financial Planning, Tax, Trust, Estate, and Family Enterprise Advising matters for high profile and ultra-high net-worth clients in province of Quebec. In addition to the advisory, sales and client-facing accountabilities, the incumbent will act as an ambassador for all Wealth Management areas to internal partners and clients. The role includes representing CIBC Family Office at local client and industry events. The incumbent is responsible for leading and advocating the wealth integrated offer in their markets and as such, provides informal leadership and mentorship to other wealth professionals in the market.

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

In addition to providing expertise to their own referral sources, the incumbent is also accountable for undertaking and fulfilling the following role accountabilities:

Complex Planning Solutions- You provide complex planning and advice strategies to ultra-high net-worth clients focusing on financial planning suitability recommendations. In providing advice to clients, you may work closely with other CIBC professionals in generating comprehensive recommendations.

CIBC Ambassador- Promote our brand, focus on holistic advice and initiatives through CIBC Work Place, internal and external videos, public speaking and client events.

Partnerships- Work closely with Wealth and Retail Distribution senior leadership team to - promote and support business development and local initiatives. Focus on Family Enterprise planning initiatives including Business Succession Planning and Philanthropic strategies for ultra-high net-worth clients.

Client Acquisition & Retention- Increase the acquisition, loyalty and consolidation of existing ultra-high net-worth clients across CIBC; and increase the depth and breath of planning through the wealth management integrated offer.

Who You Are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do. Your Strong confidence, customer service orientation and effective when interacting with wealthy clients and their advisors.

You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity. Excellent influential/interviewing/communication/relationship management skills with proven ability to build strong lifetime client relationships, identify and realize appropriate partnership and consolidation of opportunities.

You have knowledge in the following area: tax, investment management, financial planning, law, trust, credit, commercial banking and private banking.

You can demonstrate experience as a financial professional working with clients with significant assets and wealth management complexities. You have 10-15 years of financial experience focused in wealth planning. You have a financial planning designation (CFP or IQPF) in good standing. Consideration will be given to individuals holding a FEA, CPA, LLB,. LLQP or TEP designation.

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

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.

Job Location Montreal-1250 Rene Levesque

Employment Type Regular

Weekly Hours 37.5

Skills Client Relationship Management, Customer Retentions, Financial Advising, High Net Worth Individuals, Leadership, People Management, Work Collaboratively

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