Wealth Advisor

Were building a relationship-oriented 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

What youll be doing

As a Wealth Advisor in CIBC Wealth Managements Chicago office you will play a key role in supporting a Senior Relationship Manager to deliver comprehensive financial planning and exceptional service to our high-net-worth clients. This is a support role that allows you to focus on building lasting relationships with a dedicated client base without the emphasis on new business development. Your responsibilities will include financial planning trading client meeting preparation investment analysis research and all aspects of account our fast-paced collaborative environment youll partner with a talented team to ensure client portfolios are expertly aligned with their investment strategies and objectives while contributing to client retention and satisfaction. This is an exciting opportunity to make a meaningful impact in the wealth man

agement field.

At CIBC we enable the work environment most optimal for you to thrive in your role based on business on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How youll succeed

• Deliver Tailored Financial Planning: Conduct in-depth cash flow analyses and proactively adjust asset allocations to help clients achieve their unique financial goals.

• Cultivate Lasting Client Relationships: Play an integral role in managing client portfolios fostering loyalty and supporting the growth of our business.

• Operate Internal Investment Reviews: Review client investment reviews both internally and externally. Execute strategic asset allocation changes rebalance portfolios and implement investment recommendations in collaboration with Senior Relationship Manager.

• Optimize Portfolio Outcomes: Prepare insightful performance reports address liquidity needs and manage tax strategies and manager transitions to enhance client results.

• Offer Personalized High-Touch Support: Respond promptly to client inquiries resolve complex issues and build direct client relationshipsgaining greater independence as you grow in the role.

• Offer Strategic Insights: Gather and analyze data on investment strategies portfolio performance and market trends to inform and engage clients and prospects.

• Champion Compliance and Risk Management: Uphold the highest standards by implementing robust operational and compliance controls in alignment with CIBCs requirements.

• Collaborate Across Teams: Work closely with internal partners to deliver seamless professional and timely service to our valued clients.

Who you are

• Experienced professional: Bring 10-15 years of financial services experience ideally with exposure to client relationship management and must hold a Certified Financial Planner (CFP) designation.

• Investment-savvy: Have a strong understanding of global financial markets including equities fixed income and alternative investments.

• Analytical expert: Demonstrate expertise in asset allocation portfolio construction risk-return analytics performance measurement and compliant reporting.

• Technologically proficient: Advanced in Excel Adobe PowerPoint and Word with familiarity in trust accounting systems primarily SEI trading systems (e.g. CRD) and FACTSET.

• Detail-oriented communicator: Excel at preparing professional performance reports and engaging with clients to address complex issues.

• Team-oriented: Thrive in a collaborative team structure while operating independently to complete assigned responsibilities.

• Adaptable and proactive: Comfortable in a fast-paced environment with the ability to manage competing priorities and deadlines.

What you need to succeed

• Solid Expertise in Financial Markets: A deep understanding of investment principles and market dynamics.

• Advanced Analytical and Technical Abilities: Proficiency in supporting portfolio management analysis and reporting with precision.

• Outstanding Relationship Skills: A passion for delivering exceptional client service and building lasting partnerships.

• Dedication to Excellence: A strong commitment to professionalism and a drive for continuous growth and learning in the investment industry.

• Self-Driven Initiative: Demonstrates a proactive approach consistently seeking opportunities to add value and achieve goals without the need for close supervision. Thrives in dynamic environments by taking ownership of tasks anticipating challenges and pursuing continuous improvement.

California residents your privacy rights regarding your actual or prospective employment

This position does not offer visa sponsorship and relocation assistance.

At CIBC we offer a competitive total rewards package. This role has an expected base salary range of $125000 - $155000 for the Chicago IL market based on experience qualifications and location of the position. 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.

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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

• 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.

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