Join CIBC Family Office as the Ontario Head and become a pivotal trusted advisor. This role emphasizes relationship-building and strategic growth for Ultra High Net Worth clients.

In this leadership capacity, you will manage client portfolios while collaborating with internal and external experts to deliver tailored financial solutions. This position requires robust onboarding of business development, risk management, and client service strategies to ensure the optimum financial performance of each UHNW account. You will support around 100 families and their unique financial needs.

Key Responsibilities:
• Develop and grow relationships with UHNW clients
• Serve as a primary contact for CIBC Family Office
• Integrate advisory services for comprehensive client care




• Uphold CIBC’s compliance and risk management standards
• Drive continuous improvement in operations and offerings

Requirements:
• Bachelor’s degree mandatory; MBA preferred
• Minimum 10 years in Wealth Management or related fields
• At least 5 years focused on UHNW client relationships
• Required certifications like CFP and CFA
• Profound knowledge of credit, investment, and risk practices

Drive impactful client strategies at CIBC Family Office while leading financial success for the Ontario region.
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📌 CIBC Head Family Office for Ontario
🏢 CIBC
📍 Ontario