We’re building a relationship-oriented bank for the modern world. 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. These clients often require specialized expertise due to the complexity and scale of their financial needs.

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. 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. Details on your work arrangement (proportion of in office and remote work) will be discussed at the time of your interview.Client First - 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.

Collaboration - 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. Assemble a multi-disciplinary team to develop innovative domestic and global solutions for the client’s personal and business needs (banking, investing, estate and trust planning, tax minimization, education, business valuation, sale of a business, charitable giving etc.)Relationship Building - Make an impact in your community, and show clients they’re appreciated by engaging in marketing and outreach activities. Play an active role in the acquisition and retention of HNW clients through proactive networking.





Build and sustain a network of experts (lawyers, accountants, tax experts, etc.) 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.

TEP and FEA are considered an asset. You're fluent in French and English to serve our clients in the community. #We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. 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 test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Job Location QC-Montréal, 1250 René-Lévesque W Blvd, Suite 3100 Employment Type Regular Weekly Hours 37.5 Skills Analytical Thinking, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Investment Products, Portfolio Management, Retirement Planning, Work CollaborativelyAt CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them.

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. #

📌 Wealth Strategist-Bilingual (Winnipeg)
🏢 CIBC Asset Management
📍 Winnipeg