Wealth Strategist

CIBC

Toronto, ON, Canada
Base: $92,490 to $127,200; bonus: annual discretio...
Fully remote
High net worth client experience
Comprehensive financial planning skills
Collaboration with investment advisors
The role involves partnering with Private Banking Advisors to create integrated wealth management strategies for clients with minimum $5 million in investible assets

Job Summary

  • The role involves partnering with Private Banking Advisors to create integrated wealth management strategies for clients with minimum $5 million in investible assets.
  • Candidates must demonstrate superior financial planning skills and hold a CFP designation or equivalent professional certification such as CPA or LLB.
  • CIBC offers a competitive salary range of $92,490 to $127,200 plus an annual discretionary bonus and comprehensive benefits including a defined benefit pension plan.

Matching Summary

The role involves partnering with Private Banking Advisors to create integrated wealth management strategies for clients with minimum $5 million in investible assets.

Salary

Base: $92,490 to $127,200; Bonus: Annual discretionary incentive program; Benefits: Banking benefits, defined benefit pension plan, employee share purchase plan

Skills & Requirements

Must-have

  • High Net Worth client experience
  • Comprehensive financial planning skills
  • Collaboration with investment advisors

Nice-to-have

  • Experience in law or accounting
  • Proactive networking abilities
  • Community engagement mindset

Key Requirements

  • Certified Financial Planning (CFP) designation
  • CPA, CA, CMA, LLB, TEP, or FEA designations
  • Extensive experience with High Net Worth clients

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter