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About the Role

We are building a relationship-oriented bank for the modern world, seeking talented and passionate professionals dedicated to doing what's right for our clients. This role involves understanding the unique and complex needs of high net worth clients and offering recommendations to optimize and grow their wealth. You will develop holistic wealth management strategies combining investment management, estate planning, tax planning, and retirement planning.

Responsibilities

Prepare and present comprehensive financial plans that meet existing and prospective client’s needs and objectives for HNW clients by leveraging internal CIBC expertise.
Work with the client’s other external advisors (i.e. lawyers and accountants) in gathering and validating information to support development of plans and recommendations.
Work proactively with your team and internal and external partners and other trusted advisors 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.).

Requirements

Demonstrate superior financial planning skills and proven success in developing comprehensive financial plans for HNW and UHNW clients.
Extensive experience working with High Net Worth clients.
You are a CPA, CA, CFP.
Additional designations such as LLB, TEP, and FEA are considered an asset.
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.
Where applicable, must have a valid work or study permit.
May be asked to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
Artificial intelligence tools are used during the recruitment process.

Skills

Business Development
Client Service
Customer Experience (CX)
Financial Advising
Investment Planning
Proposal Writing
Results-Oriented

Location

London-255 Queens, 2200

Work Type

Regular
Full-time

Experience Level

Expert financial planner
Extensive experience working with High Net Worth clients

Education Level

CPA, CA, CFP
LLB
TEP
FEA

Benefits

Competitive compensation
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

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.
To learn more about CIBC, please visit CIBC.com
At CIBC we enable the work environment most optimal for you to thrive in your role.
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.
CIBC is committed to clarity in our hiring process.
All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

Equal Opportunity

If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com