Senior Wealth Strategist

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing 

As a Senior Wealth Strategist, you are responsible for supporting and working closely with Relationship Managers and clients to develop and implement wealth planning as part of CIBC Private Wealth’s integrated wealth management process. You will also help clients understand their estate planning, tax planning, philanthropic vehicles, life insurance programs and business succession planning. 

How you'll succeed 

• Liaise with Relationship Managers and clients in a consultative role, developing wholistic wealth plans to enhance the overall client experience with CIBC Private Wealth

• Assist with the review of estate planning and trust documents

• Preparation of written and graphical summaries

• Research and review of fiduciary and tax issues

• Support the business development effort by participating in prospect calls

• Assist in developing educational and marketing materials

• Participate in educational seminars internally

• Speak to client and intermediary groups externally

• Participate in expanding the wealth strategies offering across the firm

Who you are 

• Bachelor’s degree and Juris Doctorate 

• Attorney with 10-15+ years of estate planning experience

• Expertise in estate planning, insurance planning, business succession planning and philanthropic planning

• Experience in income tax planning and accounting preferred

• Experience in the trust and financial services industry with broad connections in the trust and estate legal community

• Excellent presentation and interpersonal skills

• Excellent verbal and written communication skills with ability to convey information to internal and external clients in a clear, focused and concise manner  

• Strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions

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At CIBC, we offer a competitive total rewards package.  This role has an expected salary range of $200,000 - $240,000 for the Boston, MA 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 also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to mee