Private Wealth Business Development Officer

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 Private Wealth Business Development Officer (BDO), you are responsible for the creation of new business with high net worth individuals, family offices, endowments and foundations. You will work closely with Relationship Managers, Investment and Wealth Specialists and other sales professionals to orchestrate activities to achieve business development strategies. In addition, you will take a lead role in promotional events and seminars with existing clients, prospects and intermediaries.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. 

How you'll succeed 

• Contribute to the growth of new revenues through the acquisition of new clients who have sophisticated financial needs, are people of influence or who require complex financial solutions through appropriate business development activities. This includes establishing a high and positive profile within the market.

• Manage select client relationships to maximize retention and grow the business in accordance with the investment objectives of the individual clients, and the investment policies and strategies of the organization.

• In partnership with Relationship Managers, Investment and Wealth Specialists and other sales professionals, deliver against the national sales strategies.

• Develop personal referral source networks (attorney, accountant, banker, etc.), calling on individuals and institutions to build pipeline of business prospects.

• Responsible for developing relationships and opportunities with existing channel relationships.

• Identify areas to build strategic relationships, and create and facilitate forums such as promotional events, seminars and meetings to develop new alliances and formal networks to grow CIBC’s presence in the wealth management space.

• Establish and maintain effective partnerships and teamwork to ensure a level of service delivery that is professional, seamless and timely.

Who you are 

• Bachelor’s degree and/or MBA, CFP, CFA, JD, CTFA, CPA

• 10+ years of experience in wealth management or a closely related field

• Extensive knowledge of investment strategy, trust administration and wealth management solutions

• Highly dynamic sales professional with a successful track record of business development and relationship management experience

• Proven ability to effectively raise assets

• Exceptional verbal and written communication skills

• Excellent presentation skills in both one-on-one and group settings

• Proven ability to succe