Managing Director & Head, Cibc Family Office

CIBC

Toronto, ON, Canada
Competitive salary; incentive pyy; banking benefit...
10+ years leadership in uhnw wealth management
Experience scaling complex advisory platforms
Expertise in balance sheet and cash-flow planning
The Managing Director will lead the CIBC Family Office in Canada by setting the vision, strategy, and operating model for integrated advisory services to Ultra-High Net Worth individuals and families

Job Summary

  • The Managing Director will lead the CIBC Family Office in Canada by setting the vision, strategy, and operating model for integrated advisory services to Ultra-High Net Worth individuals and families.
  • This role personally oversees a select portfolio of 25–50 high-profile UHNW relationships while coordinating with internal specialists to ensure seamless service and holistic financial stewardship.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and a culture that values employee strengths and ambitions through initiatives like Purpose Day.

Matching Summary

The Managing Director will lead the CIBC Family Office in Canada by setting the vision, strategy, and operating model for integrated advisory services to Ultra-High Net Worth individuals and families.

Salary

Competitive salary; Incentive pay; Banking benefits and pension plan

Skills & Requirements

Must-have

  • 10+ years leadership in UHNW wealth management
  • Experience scaling complex advisory platforms
  • Expertise in balance sheet and cash-flow planning
  • Knowledge of Canadian estate and succession planning
  • Ability to manage sensitive high-profile client portfolios

Nice-to-have

  • Executive presence for family governance discussions
  • Strong stakeholder management across senior executives
  • Comfort with multi-jurisdiction considerations
  • Designations such as CFP, CFA, CPA, or TEP

Key Requirements

  • Bachelor's degree required; MBA preferred
  • Extensive leadership experience in private banking or family office
  • Proven capability managing highly sensitive UHNW relationships
  • Strong knowledge of investment governance and tax strategies
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter