Senior Wealth Strategist

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 Senior Wealth Strategist, you are responsible for supporting and working closely with Relationship Managers and clients to develop and implement wealth planning as part of CIBC Private Wealth’s integrated wealth management process. You will also help clients understand their estate planning, tax planning, philanthropic vehicles, life insurance programs and business succession planning. 

How you'll succeed 

• Liaise with Relationship Managers and clients in a consultative role, developing wholistic wealth plans to enhance the overall client experience with CIBC Private Wealth

• Assist with the review of estate planning and trust documents

• Preparation of written and graphical summaries

• Research and review of fiduciary and tax issues

• Support the business development effort by participating in prospect calls

• Assist in developing educational and marketing materials

• Participate in educational seminars internally

• Speak to client and intermediary groups externally

• Participate in expanding the wealth strategies offering across the firm

Who you are 

• Bachelor’s degree and Juris Doctorate 

• Attorney with 10-15+ years of estate planning experience

• Expertise in estate planning, insurance planning, business succession planning and philanthropic planning

• Experience in income tax planning and accounting preferred

• Experience in the trust and financial services industry with broad connections in the trust and estate legal community

• Excellent presentation and interpersonal skills

• Excellent verbal and written communication skills with ability to convey information to internal and external clients in a clear, focused and concise manner  

• Strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions

California residents — your privacy rights regarding your actual or prospective employment

At CIBC, we offer a competitive total rewards package.  This role has an expected salary range of $200,000 - $240,000 for the Boston, MA market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.   

Additional total compensation and benefits details will be provided during the hiring process. Candidates hired to work in other locations will be subject to the pay range associated with that location.

What CIBC Offers

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*, 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

What you need to know

• 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]

• 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). 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.

Job Location

MA-100 Federal Street, 37th Fl

Employment Type

Regular

Weekly Hours

40

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