Senior Wealth Strategist

About the role

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.

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.

Requirements

• You have a Bachelor's degree and Juris Doctorate.
• You have estate planning experience.
• You are an attorney with 10-15+ years of estate planning experience with expertise in estate planning, insurance planning, business succession planning, executive compensation, and philanthropic planning.
• You have a network.
• You have experience in the trust and financial services industry with broad connections in the trust and estate legal community.
• You are a strong communicator. You possess 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.
• You possess strong analytical skills. You have demonstrated experience identifying and quantifying problems and providing effective resolutions.
• You are 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.

Qualifications

• Your values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

Skills

• Business Development
• Client Service
• Customer Experience (CX)
• Ensure Compliance
• Group Problem Solving
• Investment Advising
• People Management
• Profitability Management
• Risk Management and Mitigation
• Wellness Management
• Wellness Support
• Wellness Toolkit
• Wellness Training
• Wellness Workshops
• Wellness Workspaces
• Wellness Programs
• Wellness Initiatives
• Wellness Events
• Wellness Activities
• Wellness Resources
• Wellness Benefits
• Wellness Incentives
• Wellness Rewards
• Wellness Recognition
• Wellness Celebrations
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