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Added 11 mins ago
CS
Management Consultant - Analyst, Associate, Senior Associate
Cascadia Strategy Consulting Partners
Vancouver, BC
- $68,000 to $135,000 CAD / year
- Full-time
Our work focuses on five practice areas: Business Strategy, Operations Management, Digital Transformation, Policy & Economics, and Data Analytics & AI. We serve clients in industries such…
Added 11 mins ago
A
Finance Solutions Engineer - EPM
Abacum
Toronto, ON
- Full-time
Abacum is the leading Business Planning solution for finance teams to drive performance. By automating reporting, enabling collaboration, and simplifying planning and forecasting, we help…
Added 11 mins ago
DR
Outside Sales Representative
DMC Recruitment Group
Vancouver, BC
- Full-time
…defined territory, focusing on both account development and new business acquisition. You'll be the face of the business in the market - working closely with contractors, builders, and…
Added 11 mins ago
MG
Clinical Informatics Specialist
Michael Garron Hospital
Toronto, ON
- Full-time
Designs and builds enhancements to the Electronic Health Record, ensuring consistent integration across all business and clinical modules.
Added 11 mins ago
R(
Temporary Fashion Associate - Woodstock
Reitmans (Canada) Ltée/Ltd
Woodstock, ON
- Part-time
The use of Artificial Intelligence may be used for candidate screening purposes.
Added 11 mins ago
AC
Customer Service Representative
Aston Carter
Burnaby, BC
- $50,000 to $52,000 CAD / year
- Full-time
Education in customer service, business, or logistics is beneficial.
Added 27 mins ago
CP
Tenant Services Administrator
Crown Property Management Inc.
Mississauga, ON
- Full-time
Post-secondary education in Hospitality and Tourism, Marketing, Business Administration, or related field, required Experience in customer service-driven roles, preferred Experience in a…
Added 42 mins ago
TC
Staff Technology Operations Lead, Service & Transition (ITSM)
TJX Canada – Winners, Marshalls, HomeSense
Mississauga, ON
- $105,152.2 to $155,152.2 CAD / year
- Full-time
…extensive professional network, and gain exposure to innovative business initiatives that are shaping the future of the organization. If you're passionate about continuous improvement,…
Added 42 mins ago
ML
Six Sigma Black Belt
Maple Leaf Foods Inc
Winnipeg, MB
- Full-time
…organizational capability to deliver process improvements, increasing business productivity, shareholder and customer…
Added 42 mins ago
OH
Senior Specialist, Technical-1
Ontario Health | Santé Ontario
Toronto, ON
- Full-time
Added 42 mins ago
PC
Vice President of Investment Operations
Penderfund Capital Management
Vancouver, BC
- Full-time
Establish and continuously evolve the Investment Operations operating model, governance and service standards to support business growth and increasing investment complexity.
Added 57 mins ago
AA
Responsable senior de projets numériques et IA / Senior Digital & AI Project Leader
Airbus Aircraft
Montreal, QC
- Full-time
…Canada), où vous travaillerez conjointement avec les équipes Business et IM basées à Mirabel et…
Added 57 mins ago
WC
Senior Merchant
Walmart Canada
Mississauga, ON
- Full-time
…Builds strong and trusting relationships with team members and business partners; works collaboratively and cross-functionally to achieve objectives; and communicates and listens…
Added 57 mins ago
WC
(CAN) Optician, Single Licensed
Walmart Canada
Bathurst, NB
- Full-time
Develop the optical business through executing programs as well as promoting the Walmart brand.
Added 57 mins ago
WC
(CAN) Produce Department Manager
Walmart Canada
Wetaskiwin, AB
- Full-time
Be open to working a variety of shifts, including evenings, weekends, and holidays, based on business needs. Your adaptability helps ensure the store runs smoothly and customers receive…
Added 57 mins ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Sainte-Agathe-des-Monts, QC
- Full-time
Be open to working a variety of shifts, including evenings, weekends, and holidays, based on business needs. Your adaptability helps ensure the store runs smoothly and customers receive…
Added 57 mins ago
WC
(CAN) Leader de nuit
Walmart Canada
Sainte-Agathe-des-Monts, QC
- Full-time
Be open to working a variety of shifts, including evenings, weekends, and holidays, based on business needs. Your adaptability helps ensure the store runs smoothly and customers receive…
Added 57 mins ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Drummondville, QC
- Contract
Be open to working a variety of shifts, including evenings, weekends, and holidays, based on business needs. Your adaptability helps ensure the store runs smoothly and customers receive…
Added 57 mins ago
WC
(CAN) Gérant du service à la clientèle
Walmart Canada
Sherbrooke, QC
- Full-time
Be open to working a variety of shifts, including evenings, weekends, and holidays, based on business needs. Your adaptability helps ensure the store runs smoothly and customers receive…
Added 57 mins ago
WC
Senior Product Manager
Walmart Canada
Mississauga, ON
- Full-time
…performance for specific technology functions. The role bridges business and technology, sets priorities, directs execution, and leads cross-technology projects while balancing customer…
Added 57 mins ago
CC
Donor Care Representative
Canadian Cancer Society
Calgary, AB
- $48,000 CAD / year
- Full-time
For roles based in Quebec, French is required. Knowledge of another language may be required depending on job responsibilities and business needs.
Added 57 mins ago
C
Developer
Capco
Toronto, ON
- Full-time
At Capco, we're looking for a Developer with experience in API development, Python, artificial intelligence (AI), and prompt engineering to join our Technology & Engineering practice in…
Added 57 mins ago
WC
Senior Manager, Pricing
Walmart Canada
Mississauga, ON
- Full-time
Position Summary...The Senior Manager, Pricing leads a team responsible for supporting the business from a pricing perspective across promotions and events, ensuring effective planning,…
Added 57 mins ago
WC
(CAN) Customer Service Manager
Walmart Canada
Calgary, AB
- $15 CAD / hour
- Full-time
Be open to working a variety of shifts, including evenings, weekends, and holidays, based on business needs. Your adaptability helps ensure the store runs smoothly and customers receive…
Added 57 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Day Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Full-time
Ensures staffing levels are adequate to effectively operate the business

CIBC

Wealth Strategist-Bilingual

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 19, 2026
Posting language: English
Posted: Nov 5, 2026

Original job description

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 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.

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

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. Work with the client’s other external advisors as appropriate (i.e. lawyers and accountants) in gathering and validating information to support development of plans and recommendations.
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-disciplined 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.) who can be leveraged to support the development of complex financial plans and identify potential referral sources for clients.

Who You Are

You’re an expert financial planner. 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 put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do. You have extensive experience working with High Net Worth clients.
You're a certified professional. You have successfully completed the Certified Financial Planning (CFP) designation. Other designations such as CPA, CA, CMA, LLB. TEP and FEA are considered an asset.
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

You're fluent in French and English to serve our clients in the community.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

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.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
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. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

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 Collaboratively

Apply About employer

More about this job

Responsibilities

The Wealth Strategist will collaborate with advisors to develop integrated, holistic financial plans for high net worth clients. They will lead the creation of innovative solutions covering banking, investing, estate, and tax planning to help clients achieve their financial goals.

Requirements

Candidates must hold a Certified Financial Planning (CFP) designation and possess extensive experience working with high net worth clients. Proficiency in both French and English is required to serve the local community effectively.

Skills

Financial planning
Wealth management
Investment management
Estate planning
Tax planning
Retirement planning
High net worth client management
Relationship building
Client service
Analytical thinking
Collaboration
Networking
Business valuation
Financial advising
Investment products
Portfolio management

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

Wealth Strategist
Financial Planning
High Net Worth
CFP
CPA
CA
CMA
LLB
TEP
FEA
Investment Management
Estate Planning
Tax Planning
Retirement Planning
Banking
Business Valuation
Charitable Giving
Client Acquisition
Relationship Management
Financial Advisor
Private Banking
Investment Counsel
Wealth Management Strategy
Bilingual
Financial Analysis

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