Wealth Strategist

CIBC US; Chicago (IL); Hybrid; USD 200,000 - 225,000; Full time

Benefits offered by this job

Health benefits

401(k) retirement plan

Paid time off

Job summary

CIBC US in Chicago seeks a Wealth Strategist to partner with Relationship Managers and high net worth clients to develop and implement comprehensive wealth plans, including estate and tax planning, philanthropic strategies, and business succession.

You will collaborate with attorneys, CPAs, and external partners, contributing to education, thought leadership, and broader wealth-management initiatives while supporting business development and client education across the firm.

Qualifications

• Bachelor’s degree and Juris Doctor required.
• 6–10+ years of estate planning experience as an attorney.
• Experience in insurance planning, business succession planning, executive compensation, and philanthropic planning.
• Tax planning and accounting experience is a plus.

Responsibilities

• Develop holistic wealth plans with Relationship Managers and HNW clients.
• Coordinate with attorneys, CPAs, and outside advisors to implement strategies.
• Review estate planning documents and prepare summaries for clients.
• Support business development activities and contribute to educational materials.
• Promote the wealth strategies offering across the firm.

Skills

Strong communicator

Relationship management

Strategic thinking

Leadership

Attention to detail

Education

Bachelor’s degree

Juris Doctor

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 are responsible for supporting and working closely with Relationship Managers and high net worth (HNW) clients to develop and implement wealth planning as part of CIBC Private Wealth’s integrated wealth management process. You will help clients understand their estate planning, tax planning, philanthropic vehicles, life insurance programs, and business succession planning. In this consultative role, you’ll help clients navigate complex planning considerations, coordinate with internal and external partners, and support the development of tailored solutions that reflect each client’s priorities. You’ll also contribute to business development efforts and help elevate the wealth strategies offering through education, thought leadership, and collaboration across the firm.

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

• Comprehensive Planning: Partner with Relationship Managers and HNW clients in a consultative role, developing holistic wealth plans to enhance the overall client experience with CIBC Private Wealth.
• Estate & Legacy Planning: Develop strategies for wealth transfer, asset protection, and philanthropic goals.
• Client Collaboration: Review estate planning and trust documents. Serve as a bridge between clients and outside advisors (i.e., attorneys, CPAs) to implement strategies. Research and review fiduciary and tax issues. Prepare written and graphical summaries.
• Business Development Support: Support business development activities by actively participating in prospect meetings.
• Thought Leadership: Contribute to the development of educational and marketing materials.
• External & Internal Engagement: Participate in educational seminars internally. Present to client and intermediary groups externally. Promote the wealth strategies offering across the firm.

Who You Are

• You have the education and professional background to lead complex planning conversations. You have a bachelor’s degree and a Juris Doctor. You bring expertise in estate planning and related wealth planning disciplines.
• You have relevant estate planning experience. You’re an attorney with 6-10+ years of experience in estate planning, with expertise in insurance planning, business succession planning, executive compensation, and philanthropic planning. Experience in income tax planning and accounting is an asset.
• You’re passionate about people and have a network. You bring experience in the trust and financial services industry and have built strong relationships within the trust and estate legal community. You know how to build credibility and foster trusted partnerships.
• You are a strong communicator. You can present complex information to internal and external partners in a way that is clear, focused, and concise. Your verbal and written communication skills help clients and colleagues make informed decisions.
• You give meaning to data. You can identify and assess complex issues, evaluate options, and develop effective recommendations. You use sound judgment to turn analysis into practical solutions.
• You’re motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.
• 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.

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $200,000 - $225,000 for the Chicago, IL market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidaysand 401(k), in addition to other special perks reserved for our team members.

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*, 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]
• 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 tests (such as simulation, coding, MS Office). 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.

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Job Location

IL-Chicago, 181 W Madison Fl 36

Employment Type

Regular

Weekly Hours

40

Skills

Business Development, Client Service, Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment Advising, People Management, Profitability Management, Risk Management and Mitigation, Wealth Management