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About the Role
As a Senior Wealth Strategist, you will support and collaborate with Relationship Managers and high net worth (HNW) clients to develop and implement wealth planning strategies within CIBC Private Wealth’s integrated wealth management process. You will guide clients in understanding estate planning, tax planning, philanthropic vehicles, life insurance programs, and business succession planning.
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.
- Experience in income tax planning and accounting preferred.
- 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 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 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.
- You bring your real self to work and you live our values - trust, teamwork, and accountability.
- 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 tests (such as simulation, coding, MS Office).
Skills
- Business Development
- Client Service
- Customer Experience (CX)
- Ensure Compliance
- Group Problem Solving
- Investment Advising
- People Management
- Profitability Management
- Risk Management and Mitigation
- Wealth Management
- Estate planning
- Insurance planning
- Business succession planning
- Executive compensation
- Philanthropic planning
- Income tax planning
- Accounting
- Verbal communication
- Written communication
- Analytical skills
Location
- NY-New York, 300 Madison Ave Fl 7
Work Type
- Regular
- 40 hours per week
Experience Level
- 10-15+ years of estate planning experience
Education Level
- Bachelor's degree
- Juris Doctorate
Salary/Compensations
- $200,000 - $250,000
Benefits
- Medical
- Dental
- Vision
- Health Savings Account
- Life Insurance
- Disability
- Other Insurance Plans
- Paid Time Off (including Sick Leave, Parental Leave and Vacation)
- Holidays
- 401(k)
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Vacation offering
- Wellbeing support
- MomentMakers recognition program
About the Company
- We’re building a relationship-oriented bank for the modern world.
- 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.
- 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.
- 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.
- At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them.
- Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
- Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
- Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
Equal Opportunity
- 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 Mailbox.careers-carrieres@cibc.com