Senior Wealth Strategist

* **Comprehensive Planning**: Partner with Relationship Managers and HNW clients in a consultative role, developing holistic wealth plans to enhance the overall client experience with CIBC Private Wealth.* **Estate & Legacy Planning:** Develop strategies for wealth transfer, asset protection, and philanthropic goals.* **Client Collaboration:** Review estate planning and trust documents. Serve as a bridge between clients and outside advisors (i.e., attorneys, CPAs) to implement strategies. Research and review fiduciary and tax issues. Prepare written and graphical summaries.* **Business Development Support**: Support business development activities by actively participating in prospect calls.* **Thought Leadership**: Contribute to the development of educational and marketing materials.* **External & Internal Engagement**: Participate in educational seminars internally. Present to client and intermediary groups externally. Promote the wealth strategies offering across the firm.* **Education:** You have a Bachelor's degree and Juris Doctorate.* **You have estate planning experience.** You are an attorney with 10-15+ years of estate planning experience with expertise in estate planning, insurance planning, business succession planning, executive compensation, and philanthropic planning. Experience in income tax planning and accounting preferred.* **You have a network**. You have experience in the trust and financial services industry with broad connections in the trust and estate legal community.* **You are a strong communicator.** You possess excellent verbal and written communication skills, with demonstrated ability to present complex information to internal and external clients in a clear, focused and concise manner.* **You possess strong analytical skills.** You have demonstrated experience identifying and quantifying problems and providing effective resolutions.* **You are motivated by collective success.** You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.* **Values matter to you.** You bring your real self to work and you live our values - trust, teamwork, and accountability.*At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $200,000 - $250,000 for the 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 may also 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.** 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.At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
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