Senior Wealth Strategist
About The Position
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. As a Senior 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. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
Requirements
- Bachelor's degree and Juris Doctorate.
- Estate planning experience.
- Attorney with 10-15+ years of estate planning experience with expertise in estate planning, insurance planning, business succession planning, executive compensation, and philanthropic planning.
- Experience in income tax planning and accounting preferred.
- Experience in the trust and financial services industry with broad connections in the trust and estate legal community.
- Excellent verbal and written communication skills, with demonstrated ability to present complex information to internal and external clients in a clear, focused and concise manner.
- Strong analytical skills.
- Demonstrated experience identifying and quantifying problems and providing effective resolutions.
- 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 bring your real self to work and you live our values - trust, teamwork, and accountability.
- Legally eligible to work at the location(s) specified.
- May be asked to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office).
Nice To Haves
- Experience in income tax planning and accounting preferred.
- You have a network.
Responsibilities
- 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.
- Develop strategies for wealth transfer, asset protection, and philanthropic goals.
- 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.
- Support business development activities by actively participating in prospect calls.
- Contribute to the development of educational and marketing materials.
- Participate in educational seminars internally.
- Present to client and intermediary groups externally.
- Promote the wealth strategies offering across the firm.
Benefits
- Medical
- Dental
- Vision
- Health Savings Account
- Life Insurance
- Disability
- Other Insurance Plans
- Paid Time Off (including Sick Leave, Parental Leave and Vacation)
- Holidays
- 401(k)
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
5,001-10,000 employees
