Wealth Strategist Ottawa

2 weeks ago

Ottawa, 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

**Job Description**:
What You'll be Doing

You will be joining CIBC Private Wealth Management as part of the Wealth Planning Group. As an experienced wealth planner, you will support advisors across CIBC Private Wealth in advising high net worth clients and families through thoughtful financial planning. Your plans will help them navigate the complexities of their wealth and ultimately help them achieve their ambitions.

The needs of a HNW client will draw on your experience and knowledge in the areas of:

- Tax considerations & optimization
- Cross boarder strategies
- Risk management
- Estate & legacy planning
- Philanthropic intentions
- Business succession & continuity
- Goal planning
- Cashflow management
- 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

You are an accredited financial planner and seasoned professional with 10 or more years of experience planning in the HNW segment. You are comfortable managing complex engagements and have a broad base of experience and knowledge to draw on. You recognize needs for additional expertise and collaborate well with partners & professionals to advise, advance, and implement plans. Client duty and service are hallmarks of your practice and fuel your purpose. You are a strategic partner to advisors and are committed to helping deliver an exceptional client experience, growing the business, and delivering an integrated wealth management service. You are organized and are comfortable juggling multiple engagements while staying mindful of commitments & deadlines.

Business Growth and Revenue:

- Increase the acquisition, retention and consolidation of new and existing HNW and UHNW clients across CIBC by:

- Preparing comprehensive financial plans or consultation as appropriate for existing and prospective client’s with minimum investable assets of $5 million and/or $25 million in net worth.
- Providing highly specialized advice on a broad range of complex financial planning needs
- Offering expertise in strategies and solutions, incorporating investment solutions, retirement planning, life & wealth protection, milestones, purchases planning, business succession planning and tax planning
- Work proactively with Advisors across CIBC to lead the development of an integrated financial plan for new and existing HNW clients
- Assemble a multi-disciplined team to develop innovative domestic and global solutions for the client’s personal and business needs (banking, investing, estate and trust planning, tax minimization, education, business valuation, sale of a business, charitable giving etc.)
- Lead team-based presentations of the recommendations to the client, overcoming objections, answering questions and gaining client agreement to financial solutions
- Contribute to business growth through delivery of comprehensive & compelling financial plans.
- Work with the client’s external advisors as appropriate (i.e. lawyers and accountants) to obtain or validate information required to support the development/implementation of recommendations.
- Build and sustain a network of experts (lawyers, accountants, tax experts, etc.) who can be leveraged to support the development of complex financial plans and identify potential referral sources for clients.

Who You Are
- 10+ years of expert financial planning experience and proven success in developing comprehensive financial plans for HNW clients with $5+ million in investable assets
- Accredited Certified Financial Planning (CFP) designation (or IQPF in Quebec), CPA,CA,LLB, TEP or other designations are desirable
- Excellent interpersonal/relationship building skills required to build strong, positive, trusting advisor and client relationships
- Working knowledge of business/finance/economics/tax acquired through the combination of a university degree within a related field, and/or relevant experience
- Strong knowledge in the following areas: tax, investment management, financial planning, law, trust, credit, commercial banking, international private banking and private banking
- Excellent influential/interviewing/communication/relationship management skills with proven ability to build life-long client relationships
- Strong organization and time management skills to effectively manage priorities and meet business/client requirements within tight deadlines/constraints
- Strong confidence, customer service orientation and effective when interacting with wealth clients and their advisors
- Ability to quickl

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