Wealth Strategist

Join to apply for the Wealth Strategist role at CIBC. 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 ambitions, empowering you at work. Our team members make a meaningful impact and are valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com. The expected annualized base salary range for this role is $92,490 to $127,200. The base salary is determined by candidate skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles. In addition to base pay, compensation includes participation in an annual discretionary incentive or bonus program. What You’ll Be Doing High net worth clients often require additional expertise due to their level of wealth and the complexities involved. The role of a Wealth Strategist is to partner with CIBC Private Banking Advisors, CIBC Wood Gundy Investment Advisors, and CIBC Private Investment Counselors to understand the unique and complex needs of the high net worth client, and offer recommendations to optimize and grow the clients’ wealth. Wealth Strategists develop a holistic and integrated wealth management strategy – one that combines investment management, estate planning, tax planning, and retirement planning strategies amongst others so they all work together to achieve your clients’ goals. How You’ll Succeed Client First – Prepare and present comprehensive financial plans that meet existing and prospective client’s needs and objectives for HNW clients (minimum $5 million in investible assets) by leveraging internal CIBC expertise. Work with the client’s other external advisors as appropriate (i.e. lawyers and accountants) in gathering and validating information to support development of plans and recommendations. Collaboration – Work proactively with Investment Advisors, Private Banking Advisors and Private Investment Counselors 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.). Relationship Building – Make an impact in your community, and show clients they’re appreciated by engaging in marketing and outreach activities. Play an active role in the acquisition and retention of HNW clients through proactive networking. 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 You’re an expert financial planner. You can demonstrate superior financial planning skills and proven success in developing comprehensive financial plans for HNW and UHNW clients. Experience in Law or Accounting with a financial planning base would be a huge asset. 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. You have extensive experience working with High Net Worth clients. You're a certified professional. You have successfully completed the Certified Financial Planning (CFP) designation or have other designations such as CPA, CA, CMA, LLB. TEP and FEA are considered an asset. Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability. What CIBC Offers 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 CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. 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. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location Toronto-81 Bay, 10th Floor Employment Type Regular Weekly Hours 37.5 Skills Client Needs Assessments, Client Service, Commercial Acumen, Customer Experience (CX), Financial Products, Mutual Funds, Strategic Objectives, Teamwork #J-18808-Ljbffr