Director, Wealth Strategies

3 weeks ago

Montreal, Canada Canadian Imperial Bank of Commerce Full time

Director, Wealth Strategies - Bilingual page is loaded Director, Wealth Strategies - Bilingual Apply locations Montréal, QC time type Full time posted on Posted 3 Days Ago job requisition id 2405932

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

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 Mailbox.careers-carrieres@cibc.com

  • 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

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

#J-18808-Ljbffr

  • Director, Wealth Strategies

    3 weeks ago

    Montreal, 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...

  • Director, Wealth Strategies

    3 weeks ago

    Montreal, 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...

  • Director, Wealth Strategies

    3 weeks ago

    Montreal, 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...

  • Associate Director, Sales Communication

    2 weeks ago

    Montreal, 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,...

  • Director, eCommerce Strategy

    3 weeks ago

    Montreal, Canada GroupM Full time

    Description Position at Wavemaker About Wavemaker We believe there always is a better way to grow. We positively provoke growth for our clients by reshaping consumer decision-making and experiences through media, content and technology. The Wavemaker way is globally consistent. Fueled by the world’s most powerful consumer data, we understand where...

  • Senior Director

    3 weeks ago

    Montreal, Canada Patrimonica Full time

    Located in Montreal, Patrimonica is a multi-Family Office that caters to wealthy individuals and families who are looking for a trusted team to oversee their entire financial situation. Patrimonica offers accounting and tax advisory services, as well as portfolio management services through its subsidiary Patrimonica Asset Management Inc. and its iNFiNi-t...

  • Associate Wealth Advisor

    3 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team's wealth management strategy for clients is the...

  • Associate Wealth Advisor

    1 week ago

    Montreal, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team’s wealth management strategy for clients is...

  • Associate Wealth Advisor

    4 weeks ago

    Montreal, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team's wealth management strategy for clients is the...

  • Director of CX Strategy

    3 weeks ago

    Montreal, Canada Nurun Full time

    Job Description What is the role? As the Director of CX Strategy and Performance at Nurun, you will lead the practices of Strategy, Data Scientist, and SEO/Analytics. By leading this multifunctional team your mission is to find the right insights for our clients to generate value to their business and problem-solve their challenges. What...

  • Wealth Management Advisor

    7 days ago

    Montreal, Canada Desjardins Full time

    As a wealth management advisor at the , you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet...

  • Wealth Management Advisor

    2 weeks ago

    Montreal, Canada Desjardins Full time

    As a wealth management advisor at the , you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet...

  • MRO Strategy Manager- Engine Division

    3 weeks ago

    Montreal, Canada Morson Canada Full time

    MRO Strategy Manager- Engine Division General overview Reporting to the Chief Technology Officer, you will be responsible for developing a Maintenance Repair & Overhaul (MRO) strategy for our engine fleets. This will include analyzing current MRO performance, defining performance improvement requirements, performing options analysis, and leading make or buy...

  • MRO Strategy Manager- Engine Division

    3 weeks ago

    Montreal, Canada Morson Canada Full time

    MRO Strategy Manager- Engine Division General overview Reporting to the Chief Technology Officer, you will be responsible for developing a Maintenance Repair & Overhaul (MRO) strategy for our engine fleets. This will include analyzing current MRO performance, defining performance improvement requirements, performing options analysis, and leading make or buy...

  • MRO Strategy Manager- Engine Division

    3 weeks ago

    Montreal, Canada Morson Canada Full time

    MRO Strategy Manager- Engine Division General overview Reporting to the Chief Technology Officer, you will be responsible for developing a Maintenance Repair & Overhaul (MRO) strategy for our engine fleets. This will include analyzing current MRO performance, defining performance improvement requirements, performing options analysis, and leading make or buy...

  • MRO Strategy Manager- Engine Division

    3 weeks ago

    Montreal, Canada Morson Canada Full time

    MRO Strategy Manager- Engine Division General overview Reporting to the Chief Technology Officer, you will be responsible for developing a Maintenance Repair & Overhaul (MRO) strategy for our engine fleets. This will include analyzing current MRO performance, defining performance improvement requirements, performing options analysis, and leading make or buy...

  • Manager, Strategy

    3 weeks ago

    Montreal, Canada Dialogue Full time

    What you’ll be doing : Leading a robust and comprehensive process to identify and evaluate new services and innovation opportunities, including conducting market/competitive research, analyzing market size and growth trends, interviewing clients and users to assess needs, and building financial projections Managing our full pipeline of opportunities...

  • Technology Director

    3 weeks ago

    Montreal, Canada Ubisoft Full time

    Job Description As Technology Director, you will join Ubisoft IT and more precisely Engineering and Platform with the passion to offer managed service experience that enables engineering and product teams to autonomously develop and deliver to their goals. In this role, you will oversee the development and timely and on budget delivery of all products...

  • MRO Strategy Manager- Engine Division

    3 weeks ago

    Montreal, Canada Morson Canada Full time

    MRO Strategy Manager- Engine DivisionGeneral overviewReporting to the Chief Technology Officer, you will be responsible for developing a Maintenance Repair & Overhaul (MRO) strategy for our engine fleets. This will include analyzing current MRO performance, defining performance improvement requirements, performing options analysis, and leading make or buy...

  • MRO Strategy Manager- Engine Division

    3 weeks ago

    Montreal, Canada Morson Canada Full time

    MRO Strategy Manager- Engine DivisionGeneral overviewReporting to the Chief Technology Officer, you will be responsible for developing a Maintenance Repair & Overhaul (MRO) strategy for our engine fleets. This will include analyzing current MRO performance, defining performance improvement requirements, performing options analysis, and leading make or buy...