Director, Wealth Strategies

2 weeks ago

Montreal, Quebec, 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

  • At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of onsite 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 ultrahigh networth 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 ultrahigh networth clients.
  • Client Acquisition & Retention
  • Increase the acquisition, loyalty and consolidation of existing ultrahigh networth 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 knowYou 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

  • Wealth Management Advisor

    2 weeks ago

    Montreal, Quebec, Canada SFL Wealth Management Full time

    If you have outstanding interpersonal skills, aspire to be part of a winning team , and can clearly explain financial products, then this role is for youABOUT USIT360 Financial stands out as a dynamic and forward-thinking company, providing tailored insurance and investment solutions primarily for independent IT consultants. IT360 Financial is currently...

  • Director of Brand Strategy

    2 weeks ago

    Montreal, Quebec, Canada GardaWorld Full time

    Select how often (in days) to receive an alert: Director of Brand Strategy Business Unit: Corporate Career Area: Operations and Administration Location: Montréal, Quebec, CA Based in Ville St-Laurent GardaWorld is currently looking for a Director of Brand Strategy. Reporting to the Senior Director, Global Communications The Director of Brand...

  • Director of Brand Strategy

    2 weeks ago

    Montreal, Quebec, Canada GardaWorld Full time

    Based in Ville St-LaurentGardaWorld is currently looking for a Director of Brand Strategy.Reporting to the Senior Director, Global CommunicationsThe Director of Brand Strategy plays an instrumental role in shaping GardaWorld brands and their success, ensuring alignment with overarching business goals and market positioning. This position involves utilizing...

  • Director of Brand Strategy

    2 weeks ago

    Montreal, Quebec, Canada GardaWorld Full time

    Based in Ville St-LaurentGardaWorld is currently looking for a Director of Brand Strategy. Reporting to the Senior Director, Global CommunicationsThe Director of Brand Strategy plays an instrumental role in shaping GardaWorld brands and their success, ensuring alignment with overarching business goals and market positioning. This position involves utilizing...

  • Senior Analyst, Investment Management

    2 weeks ago

    Montreal, Quebec, Canada Altium Wealth Architecture Full time

    Altium Wealth Architecture is an independent firm that provides clients with wealth management, investment management and a proprietary operating platform. Altium is a multi-family office that serves high-net-worth clients across Quebec and Canada. Its clientele is made up of entrepreneurs, executives and members of their families. Altium's mission is to...

  • Wealth Manager

    2 weeks ago

    Montreal, Quebec, Canada Desjardins Group Full time

    Wealth Management Advisor page is loaded Wealth Management Advisor Apply remote type The work arrangement for the position is hybrid work locations Montréal time type Full time posted on Posted 2 Days Ago job requisition id R As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with...

  • Director of Strategy

    2 weeks ago

    Montreal, Quebec, Canada Cosmetic Physician Partners Full time

    Cosmetic Physician Partners is in the process of building a network of physician-led medical aesthetic clinics across the United States. Our focus is on providing exceptional leadership, market-leading support services, and a unique brand experience that allows us to deliver exceptional results. Ultimately, our mission is to enhance the quality of life for...

  • Associate Director, Sales Communication

    2 weeks ago

    Montreal, Quebec, Canada iA Private Wealth Inc. Full time

    Description iA Private Wealth / Permanent / Montreal, Quebec or Toronto / French & English The Associate Director Sales Communication will oversee the firm's compliance with rules and regulations related to sales and marketing communications. This role will ensure that all communications align with regulatory requirements and are fair, balanced, and...

  • Director/Senior Director, HR Strategy and Governance

    2 weeks ago

    Montreal, Quebec, Canada PSP's Private Debt & Credit Investment (PDCI) group Full time

    Director/Senior Director, HR Strategy and Governance page is loaded Director/Senior Director, HR Strategy and Governance Apply locations Montreal time type Full time posted on Posted 5 Days Ago job requisition id R3820 ABOUT US We're one of Canada's largest p

  • Professional Wealth Branch Manager

    2 weeks ago

    Montreal, Quebec, Canada TD Bank Full time

    Professional Wealth Branch Manager:BRJob Category - Primary Wealth ManagementWork Location 1350 Rene-Levesque Blvd CorporateEmployment Type RegularCity MontrealTime Type Full TimeProvince/State QuebecHours 37.5Workplace Model OnsitePay DetailsDepartment Overview TD Private Wealth Management is a premier fullservice brokerage and wealth management business...

  • Private Wealth Associate, Bilingual

    2 weeks ago

    Montreal, Quebec, Canada CWB Financial Group Full time

    AtCWB, we strive to build value for the people who choose us every day: our people, our clients and our investorsWe do this by: Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we doPrivate Wealth Associate, BilingualLocation: Montreal, QuebecAtCWB...

  • Director/Senior Director, HR Strategy and Governance

    2 weeks ago

    Montreal, Quebec, Canada PSP Investments Full time

    EXPERIENCE THE EDGE At PSP, we encourage our employees to grow, forge powerful relationships, contribute and fuel inspired investment launchpads. We are committed to a culture that fosters collaboration and allows us to think beyond, in an interconnected way. We advocate for our employees to speak-up, learn, experiment, share, and be part of an where...

  • Wealth Management Advisor

    2 weeks ago

    Montreal, Quebec, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Coordinator - External Transfers In

    2 weeks ago

    Montreal, Quebec, Canada IG Wealth Management Full time

    Location: MontrealIGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are...

  • Receptionist, Scotia Wealth Management

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Investment Advisor at ScotiaMcLeodAs a key player in Scotia Wealth Management, ScotiaMcLeod is well-known for its dedication to providing top-notch service and reliable investment guidance. Our financial advisors are committed to finding creative strategies to safeguard and increase their clients' capital.

  • Director of Development Strategy and Support

    2 weeks ago

    Montreal, Quebec, Canada PlayStation Global Full time

    Director of Development Strategy and SupportAs the Director of Development Strategy and Support, you help drive and manage the periodic global portfolio title review process across PlayStation Studios, including tracking and reporting on multiple projects in various development stages, coordinating internal reviews, assisting in collecting and reviewing...

  • Director/Senior Director, HR Strategy and Governance

    2 weeks ago

    Montreal, Quebec, Canada Invest PSP Full time

    ABOUT US We're one of Canada's largest pension investment managers, with CAD$243.7 billion of net assets as at March 31, 2023. We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in...

  • Director of Development Strategy and Support

    2 weeks ago

    Montreal, Quebec, Canada PlayStation Full time

    Why PlayStation? PlayStation isn't just the Best Place to Play — it's also the Best Place to Work. Today, we're recognized as a global leader in entertainment producing The PlayStation family of products and services including PlayStation5, PlayStation4, PlayStationVR, PlayStationPlus, acclaimed PlayStation software titles from PlayStation Studios, and...

  • Global Wealth Management Intern

    2 weeks ago

    Montreal, Quebec, Canada UBS Full time

    Canada Business management, administration and support Global Wealth ManagementJob Reference #BRCity MontrealJob Type Temporary / ContractYour role Are you a motivated selfstarter? Can you take an assignment and run with it? If you're ready to dive into a fastpaced, clientfocused work environment, an internship may be the right fit for you. You will work...

  • Senior Total Wealth Planner

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Senior Total Wealth Planner - Montreal Requisition ID: 197060Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: Financial Planning is a key service provided to clients of Scotia Wealth...