Toronto, Ontario, Canada · Hybrid
$92k–$120k/yr
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,…
Skills: Analytical Thinking, Client Service, Customer Experience (CX), Financial Advising, Investment Planning
Toronto, Ontario, Canada · On-site
$56k–$104k/yr
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Toronto, Ontario, Canada · On-site
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Toronto, Ontario, Canada · On-site
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Toronto, Ontario, Canada · On-site
$82k–$115k/yr
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Skills: Portfolio Construction, Investment Management, Financial Planning, Managed Solutions, Portfolio Analysis
Toronto, Ontario, Canada · Hybrid
$63k–$138k/yr
At Lilly, we unite caring with discovery to make life better for people around the world. We are a global healthcare leader headquartered in Indianapolis, Indiana. Our employees around the world work to discover and brin…
Skills: Patient Support Program Management, Project Management, Budget Management, Data Analysis, CRM Platforms
Toronto, Ontario, Canada · On-site
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Toronto, Ontario, Canada · Remote OK
$103k–$154k/yr
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Toronto, Ontario, Canada · On-site
$110k–$130k/yr
Location Brookfield Place - 181 Bay Street Business - Global Client Group Brookfield is one of the world’s largest alternative asset managers, distinguished by a 100+ year heritage of owning and operating assets and busi…
Skills: Due Diligence Management, Private Equity, Project Management, Fundraising, Investor Relations
Toronto, Ontario, Canada · Hybrid
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,…
Skills: Accounting, Analytics Insights, Compliance Oversight, Finance, Financial Reporting and Analysis
Toronto, Ontario, Canada · Hybrid
$97k–$137k/yr
Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: Data & Analytics Pay Details: $96,900 - $136,800 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Gro…
Skills: Data Governance, Data Stewardship, Data Risk Management, Metadata Management, Data Quality
Toronto, Ontario, Canada · On-site
Requisition ID: 264781 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job Oversees the On Strategy Portfolio Management team, ensuring business strategie…
Skills: Portfolio Management, Discretionary Investment Management, Team Leadership, Risk Management, Operational Excellence
Toronto, Ontario, Canada · On-site
Job Description What is the opportunity? This is a Solution Architect position within RBCx that requires technical depth (full stack development, application architecture, Account B patterns including Apigee/API Gateway/…
Skills: Application Architecture, Full Stack Development, Cloud Platforms, AI/ML, DevOps
Toronto, Ontario, Canada · Hybrid
$109k–$123k/yr
Consultant, Labour Relations Labour Relations Division Full-time Permanent (Replacement) Hybrid: 2 days/week in office, 3 days/week WFH Target hiring range: $108,989 to $122,610 Position Profile: The foundation of the On…
Skills: Collective Bargaining, Labour Relations, Employee Relations, Negotiation, Facilitation
Toronto, Ontario, Canada · On-site
Requisition ID: 265015 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Global Transaction Banking Global Transaction Banking (GTB) is the payments and transaction en…
Skills: Microsoft Power BI, SQL, Data Modeling, ETL Processes, Azure Databricks
Toronto, Ontario, Canada · Hybrid
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,…
Skills: Collaboration, Data Analysis, Leadership, Microsoft Office, PowerPoint Presentations
Toronto, Ontario, Canada · On-site
$82k–$115k/yr
Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: Human Resources Pay Details: $81,600 - $115,200 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Grow…
Skills: Organization Design, Management Consulting, Stakeholder Management, Structured Problem Solving, Workforce Analytics
Toronto, Ontario, Canada · Hybrid
$109k–$124k/yr
161 Bay Street (93021), Canada, Toronto,Toronto, Ontario, Principal Associate, Risk Consultant About Capital One Canada. For over 30 years, we’ve been on a mission to change banking for good and build relationships by ma…
Skills: Risk Management, Project Management, Stakeholder Management, Regulatory Compliance, Risk Assessment
Toronto, Ontario, Canada · On-site
$116k–$163k/yr
Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: Governance & Control Pay Details: $115,600 - $163,200 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues…
Skills: Registered Plan Management, Compliance Oversight, People Management, Regulatory Analysis, Stakeholder Management
Toronto, Ontario, Canada · On-site
$100k–$167k/yr
Trusted by more startups around the world, AWS makes the power of cloud computing accessible for all by giving founders everywhere access to the same technology that powers the world’s largest companies. With nearly 20 y…
Skills: Direct Sales, Business Development, Account Management, Cloud Computing, SaaS
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Develop holistic and integrated wealth management strategies for high net worth clients by collaborating with internal advisors. Prepare comprehensive financial plans covering investment, estate, tax, and retirement planning to optimize client wealth.
Requires a Certified Financial Planning (CFP) designation and extensive experience working with high net worth and ultra-high net worth clients. Professional designations such as CPA, CA, CMA, LLB, TEP, or FEA are considered assets.
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.
To learn more about CIBC, please visit CIBC.com
What You'll Be Doing
As a Wealth Strategist, you'll work closely with CIBC Private Banking Advisors, CIBC Wood Gundy Investment Advisors, and CIBC Private Investment Counselors to support high net worth clients. These clients often require specialized expertise due to the complexity and scale of their financial needs. You'll take the time to understand each client's unique situation and collaborate with our advisors to provide tailored recommendations that help optimize and grow their wealth. You'll develop a holistic and integrated wealth management strategy, bringing together investment management, estate planning, tax planning, retirement planning, and other solutions to ensure all aspects work seamlessly toward achieving your clients' goals.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
The expected annualized base salary range for this role is $92,490 to $120,000.
The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.
In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program.
We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.
How You’ll Succeed
Client First - Prepare and present comprehensive financial plans that meet existing and prospective client’s needs and objectives for HNW clients (minimum $5 million in investible assets) by leveraging internal CIBC expertise. 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.
Collaboration - Work proactively with Investment Advisors, Private Banking Advisors and Private Investment Counselors to lead the development of an integrated financial plan for new and existing HNW clients. 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.)
Relationship Building – Make an impact in your community, and show clients they’re appreciated by engaging in marketing and outreach activities. 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.
You’re an expert financial planner. You can demonstrate superior financial planning skills and proven success in developing comprehensive financial plans for HNW and UHNW clients. Experience in Law or Accounting with a financial planning base would be a huge asset.
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do. You have extensive experience working with High Net Worth clients.
You're a certified professional. You have successfully completed the Certified Financial Planning (CFP) designation. Other designations such as CPA, CA, CMA, LLB. TEP and FEA are considered an asset.
Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.
#LI-TA
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Employment Type
RegularCIBC is here to help all our clients reach their goals. We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want. With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals. This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada. La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs. Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez. Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs. Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada.
Offices: CIBC Square, 81 & 141 Bay, Toronto, Ontario, CA
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