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 feel empowered at work. Our team members have what they need to make a meaningful impact and feel truly valued for who they are and what they contribute.
To learn more about CIBC, please visit
What You’ll Be Doing
As a Wealth Strategist you will work closely with CIBC Private Banking Advisors, CIBC Wood Gundy Investment Advisors and CIBC Private Investment Counselors and their clients to establish a roadmap for their future financial success.
You will review High Net Worth (HNW) clients’ financial circumstances and goals and develops the appropriate strategies and solutions to meet their long term and short term needs.
How You’ll Succeed
Work with the client’s other external advisors as appropriate (i.e. lawyers and accountants) in gathering and validating information to support development of plans and recommendations.
Assemble a multi-disciplined team to develop innovative domestic and global solutions for the client’s personal and business needs (banking, investing, estate and trust planning, tax minimization, education, business valuation, sale of a business, charitable giving etc.)
Play an active role in the acquisition and retention of HNW clients through proactive networking. Build and sustain a network of experts (lawyers, accountants, tax experts, etc) who can be leveraged to support the development of complex financial plans and identify potential referral sources for clients.
Who You Are
You have extensive experience working with High Net Worth clients.
What CIBC Offers
At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well.
As part of our team, you will :
What You Need to Know
If you need accommodation during the application or interview process, please contact
Ottawa-150 Elgin St., #2100
However this may change dependent on business need.