Act as a strategic leader at CIBC Family Office in Ontario. Your expertise will focus on driving growth and enhancing client experiences for Ultra High Net Worth individuals. As the Ontario Regional Head, you will coordinate with diverse financial specialists to provide comprehensive services tailored to each UHNW client’s needs.
This role demands a strong focus on business development, relationship management, and compliance leadership, ensuring the delivery of exceptional financial solutions. You'll manage a portfolio of around 100 client households. Oversee a portfolio of Family Office clients
- Champion risk management and compliance efforts
- Required Bachelor’s degree; MBA or advanced degree preferred
- 10+ years in Wealth Management or Private Banking
- Must hold CFA or similar certifications
- Solid understanding of compliance and risk management
📌 Ontario Regional Head CIBC Family Office (Toronto)
🏢 CIBC
📍 Toronto