Wealth Strategist-Bilingual

CIBC Asset Management Inc; Montreal; Hybrid; CAD 95,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Pension plan

Employee share purchase plan

Wellbeing support

Job summary

CIBC is seeking a Wealth Strategist in Montreal to partner with Private Banking and Investment teams for high net worth clients. You will design integrated wealth plans, blending investment management, estate planning, and tax strategies to meet complex client needs.

You’ll collaborate with lawyers, accountants and other advisors, while building and growing a client network and delivering tailored advice in a bilingual environment.

Qualifications

• Expert financial planner with proven success delivering comprehensive plans for HNW/UHNW clients.
• Fluent in French and English to serve community clients.
• Strong collaboration with private banking and investment teams.

Responsibilities

• Develop holistic wealth management strategies combining banking, investing, estate and tax planning.
• Lead multi-disciplinary teams to create integrated domestic and global solutions for clients.
• Engage in client outreach to acquire and retain HNW clients and build professional networks.

Skills

Wealth planning

HNW client service

Bilingual English/French

Client advisory

Education

CFP designation

Related designations (CPA/CA/CMA/LLB/TEP/FEA) asset

Job description

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

As a Wealth Strategist, you'll work closely with CIBC Private Banking Advisors, CIBC Wood Gundy Investment Advisors, and CIBC Private Investment Counselors to support high net worth clients. These clients often require specialized expertise due to the complexity and scale of their financial needs. You'll take the time to understand each client's unique situation and collaborate with our advisors to provide tailored recommendations that help optimize and grow their wealth. You'll develop a holistic and integrated wealth management strategy, bringing together investment management, estate planning, tax planning, retirement planning, and other solutions to ensure all aspects work seamlessly toward achieving your clients' goals. 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

• 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-disciplinary 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. Other designations such as CPA, CA, CMA, LLB. TEP and FEA are considered an asset. You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best. You're fluent in French and English to serve our clients in the community. #LI-TA

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 [e-mail] 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 QC-Montréal, 1250 René-Lévesque W Blvd, Suite 3100 Employment Type Regular Weekly Hours 37.5 Skills Analytical Thinking, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Investment Products, Portfolio Management, Retirement Planning, 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 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.