CIBC | Wealth Strategist-Bilingual

Responsibilities

• As a Wealth Strategist, you'll work closely with CIBC Private Banking Advisors, CIBC Wood Gundy Investment Advisors, and CIBC Private Investment Counselors to support high net worth clients.
• You'll develop a holistic and integrated wealth management strategy, bringing together investment management, estate planning, tax planning, retirement planning, and other solutions to ensure all aspects work seamlessly toward achieving your clients' goals.
• You'll take the time to understand each client's unique situation and collaborate with our advisors to provide tailored recommendations that help optimize and grow their wealth.
• Prepare and present comprehensive financial plans that meet existing and prospective client’s needs and objectives for HNW clients (minimum $5 million in investible assets) by leveraging internal CIBC expertise.
• Work with the client’s other external advisors as appropriate (i.e. lawyers and accountants) in gathering and validating information to support development of plans and recommendations.
• Work proactively with Investment Advisors, Private Banking Advisors and Private Investment Counselors to lead the development of an integrated financial plan for new and existing HNW clients.
• Build and sustain a network of experts (lawyers, accountants, tax experts, etc.) who can be leveraged to support the development of complex financial plans and identify potential referral sources for clients.

Requirements

• You’re an expert financial planner.
• You can demonstrate superior financial planning skills and proven success in developing comprehensive financial plans for HNW and UHNW clients.
• Experience in Law or Accounting with a financial planning base would be a huge asset.
• You have extensive experience working with High Net Worth clients.
• You have successfully completed the Certified Financial Planning (CFP) designation.
• Analytical Thinking, Client Service, Customer.
• Experience (CX), Financial Advising, Investment Planning, Investment Products, Portfolio Management, Retirement Planning, Work Collaboratively.

CIBC

CIBC is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "Bank on your terms with CIBC – whether it’s in person, over the phone or online, CIBC has you covered."

Its finance, accounts, audit and tax openings in India are mostly in Toronto, Montréal, Sudbury and Vancouver.

• Industry: BFSI / Investments / Insurance