Senior Wealth Strategist
Senior Wealth Strategist
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Job Description
Were building a relationshiporiented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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
What youll 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 Wealths 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 youll 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
Bachelors degree and Juris Doctorate
Attorney with 1015 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 $200000 $240000 for the Boston MA market based on experience qualifications and location of the successful candidate may be eligible to participate in the relevant business units incentive compensation plan which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employees 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 pointsbased 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
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 attributebased 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
MA100 Federal Street 37th FlEmployment Type
RegularWeekly Hours
40Skills
Business Development Client Service Customer Experience (CX) Ensure Compliance Group Problem Solving Investment Advising People Management Profitability Management Risk Management and Mitigation Wealth ManagementRequired Experience:
Senior IC
Employment Type
Full-Time
