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Added 55 mins ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
- $43,000 to $55,000 CAD / year
- Full-time
Do you have experience in a lead generation and/or social media? Do you enjoy setting up potential leads for sales? Are you looking for opportunity to make commission AND enjoy a…
Added 55 mins ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
- $43,000 to $55,000 CAD / year
- Full-time
Do you have experience in a lead generation and/or social media? Do you enjoy setting up potential leads for sales? Are you looking for opportunity to make commission AND enjoy a…
Added 1 hour ago
SM
RQ11858 – Oracle Cloud Integration Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Treasury Board Secretariat – RQ11858
Added 1 hour ago
H
Transportation Engineer
HDR
Burlington, ON · Toronto, ON
- Full-time
…future of mobility. This isn’t just a job, it’s a chance to lead progress, drive meaningful impact, and leave a legacy of smarter, more connected transportation networks. We are all…
Added 1 hour ago
I
Van Route Lead
IICRC
St. John's, NL
- Full-time
…evening van route. This role involves traveling between multiple client locations to ensure high-quality cleaning services are delivered…
Added 1 hour ago
A
Account Director / Senior Account Manager (Vancouver, Toronto, LA)
Akcelo
Vancouver, BC
- Contract
Come aboard and join one of North America’s fastest growing agencies! We are a new breed of agency designed for the experience era. An innovation partner that helps organisations navigate…
Added 3 hours ago
A
Dealership Retail Experience Strategist [AQ-25678]
Aquent
Canada
- Contract
…unparalleled service excellence and transforming the premium customer experience from the ground…
Added 3 hours ago
A
Interaction/Visual Designer - Advanced [AQ-25680]
Aquent
Montreal, QC
- $50 to $53 CAD / hour
- Contract
…collaborative, interdisciplinary team at the forefront of user experience evolution. In this pivotal role, you will lead ideation, provide expert guidance, and apply your deep design…
Added 3 hours ago
A
Senior Manager, Business Human Resources - Allergan Aesthetics (18 month contract)
AbbVie
Markham, ON
- $134,000 to $184,000 CAD / year
- Contract
…and cultivating new capabilities required for future success. Lead talent development and succession planning…
Added 3 hours ago
LS
Senior Special Advisor, Oracle Licensing & Asset Management - Contract - 19612
LRO Staffing
Ottawa, ON
- Contract
Our federal public sector client is seeking a Senior Special Advisor with deep Oracle licensing expertise to build a new Oracle asset management capability across a very large, distributed…
Added 3 hours ago
CH
Physiotherapist I
Covenant Health Canada
AB · Edmonton, AB
- Full-time
…professional development for team members at all levels of experience. The team is also supported by the Physical Therapy Professional Practice Lead for Covenant Health. The team welcomes…
Added 4 hours ago
J
Commercial Lines Team Lead
JobsMedia.io
Toronto, ON
- Full-time
We’re currently seeking a Commercial Team Lead in Toronto. This is a hands-on leadership role designed for someone who thrives on mentoring others while staying close to the business.
Added 4 hours ago
J
Commercial Insurance Director
JobsMedia.io
Toronto, ON
- Full-time
🚀 Lead a High-Impact Team: Take ownership of a commercial operation supporting complex mid-market and large commercial business.
Added 4 hours ago
J
Personal Line Insurance - Customer Service Representative
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Markham, ON
- Full-time
✅ 3+ years brokerage experience (no direct writers)
Added 4 hours ago
CC
Financial Associate - MFDA
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Richmond, BC
- Full-time
Resolve customer issues, concerns and/or problems promptly as required, taking ownership of member experience by ensuring timely and accurate responses to client requests (in person, by…
Added 4 hours ago
BH
Senior Manager, Pharmacy Operations
Bayshore HealthCare
Markham, ON
- Full-time
Business acumen and experience in client-facing or business development roles.
Added 4 hours ago
WI
Senior Process Engineer - Wastewater Treatment
WSP in Canada
Guelph, ON
- Full-time
As a Senior Process Engineer – Wastewater Treatment, you will lead the planning, evaluation, design, commissioning, and optimization of municipal treatment facilities. You will combine…
Added 4 hours ago
E
Spécialiste infrastructure / Infrastructure Specialist
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Brossard, QC
- Full-time
…services TI, de l’état de santé informatique du site et de l’expérience client, en veillant au rétablissement rapide et efficace des…
Added 4 hours ago
WI
Senior Process Engineer - Wastewater Treatment
WSP in Canada
Kitchener, ON
- Full-time
As a Senior Process Engineer – Wastewater Treatment, you will lead the planning, evaluation, design, commissioning, and optimization of municipal treatment facilities. You will combine…
Added 4 hours ago
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Speech Language Pathologist, Neuromotor - BC Children’s Hospital & Sunny Hill Health Centre
Sanya’k̓ula
Vancouver, BC
- Full-time
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Added 4 hours ago
J
SME Commercial Team Lead | Hybrid
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Brampton, ON
- Full-time
Hello World Recruitment, founded by Jeremy Corbet, is working with an established Canadian insurance brokerage to recruit an experienced SME Commercial Team Lead in Toronto.
Added 4 hours ago
Y
Manager, PMO & Strategic Initiatives
YouPotential
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…way Q Wealth delivers them. This is a builder role: you'll lead real work from day one while setting up a practical project office that helps us execute, not one that adds…
Added 4 hours ago
C
Full Stack Technical Lead (Angular/Java)
Cognizant
Toronto, ON
- $72,000 to $126,000 CAD / year
- Full-time
As a Full Stack Technical Lead (Angular/Java), you will make an impact by leading the design, development, and delivery of enterprise-grade applications supporting critical banking…
Added 5 hours ago
O
Data Valorization Expert
OSEDEA
Montreal, QC
- Full-time
Lead client workshops to understand business challenges, define analytics needs, and propose solutions aligned with strategic objectives.
Added 5 hours ago
PB
Senior Performance Marketing Strategist
Powered by search
Remote, Canada
- Full-time
- Remote
We're looking for a Paid Media Strategist who can lead senior client conversations, turn campaign complexity into clear business recommendations, and confidently explain what matters, why…

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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