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Added 11 mins ago
LC
Case Manager_PT-Contract
LOFT Community Services
Toronto, ON
- $57,007 to $71,647 CAD / year
- Contract
Metrolinx and LOFT Community Services are implementing a pilot program (the “Program”) focusing on engaging with vulnerable individuals, who are utilizing Metrolinx property within Union…
Added 11 mins ago
LC
Case Manager_FT-Contract
LOFT Community Services
Toronto, ON
- $57,007 to $71,647 CAD / year
- Contract
Metrolinx and LOFT Community Services are implementing a pilot program (the “Program”) focusing on engaging with vulnerable individuals, who are utilizing Metrolinx property within Union…
Added 11 mins ago
SS
Dietary Aide |Permanent Part time| 21 biweekly
Sienna Senior Living
Old Stittsville, ON · Stittsville, ON
- Part-time
As a Dietary Aide at Long Term Care, you'll contribute more than just your professional skills; you'll create meaningful relationships with the individuals who call Sienna Senior Living…
Added 11 mins ago
SS
Senior General Manager
Sienna Senior Living
BC · Surrey, BC
- Full-time
…of our community, presenting an extraordinary opportunity to lead with purpose and passion. As the General Manager and the most senior leader in our home, you will serve as the cornerstone…
Added 11 mins ago
HI
Commercial Account Manager
HUB International
Calgary, AB
- Full-time
…serving as the primary point of contact for your clients. You'll lead marketing efforts, evaluate and price risk, and build strong relationships with both clients and insurer partners. This…
Added 11 mins ago
H
Nurse Practitioner
HealthCareersInSask.ca
Macklin, SK
- Full-time
…work under the direction of a manager in one of the designated program areas. Practicing within Saskatchewan Health Authority policies, CRNS standards, and legislated NP scope, the NP…
Added 11 mins ago
S
Onsite IT Support Specialist
SIMNET
ON · Whitby Southeast, Ontario
- Full-time
ready to accelerate, innovate and lead, join us as we challenge constraints and
Added 11 mins ago
S
Sr. IT Support Analyst
SIMNET
ON · Whitby Southeast, Ontario
- Full-time
all we do. If you are ready to accelerate, innovate and lead, join us as we
Added 11 mins ago
TEMP-Warehouse III Associate - SAP HANA - Contract
Sun Pharmaceutical Industries Ltd
Canada
The Temporary Warehouse Associate- III (Team Lead) co-ordinates and monitors the activities within the Warehouse, to ensure the safety, quality, productivity and training needs of the team…
Added 11 mins ago
Reliability Engineer
Sun Pharmaceutical Industries Ltd
Brampton, ON
Lead and standardize reliability engineering programs across Manufacturing & Facilities operation, including FMEA, RCA, PM optimization and precision maintenance.
Added 11 mins ago
JT
Case Manager
Jean Tweed Centre
Toronto, ON
- Contract
Lead a collaborative wrap-around process to ensure comprehensive service coordination that reflects individual needs.
Added 11 mins ago
CN
Maintenance Coordinator
Canadian Natural
Fort McMurray, AB
- Full-time
…Plant Maintenance Coordinator. Reporting to the Maintenance Lead, you will ensure that all activities completed by Maintenance Contractors and Support Groups meet or exceed the requirements…
Added 11 mins ago
V
Nieuport Aviation Shuttle Operations Supervisor - Toronto
Voyago
Toronto, ON
- $60,000 to $65,000 CAD / year
- Full-time
The Supervisor is expected to lead by example, promote a strong safety culture, maintain operational standards, and ensure that employees have the resources and guidance required to perform…
Added 11 mins ago
CB
Sales Assistant- Full-Time with Benefits-Wonderland
COBS Bread
London, ON
- Full-time
Our training program – robust and ongoing. Continue to develop your sales and leadership skills through our Bronze and Silver Sales Development Qualification.
Added 11 mins ago
Sales Representative
Sonepar
Edmonton, AB
Be part of an ISO certified company with a strong a quality assurance program and new technologies which help you perform at your best.
Added 11 mins ago
Assistant Deputy Minister, Learning, Engagement and Talent Management
Government of Alberta
AB
…translate priorities into action. Exceptional communication skills and a demonstrated ability to lead and navigate transformational change, foster strong and trusted partnerships and…
Added 11 mins ago
Reliability & Process Engineer
CONA Services
Toronto, ON · North York, ON
…may vary depending on job-related knowledge, role complexity, skills, experience, and internal…
Added 11 mins ago
Process Engineer
CONA Services
Toronto, ON · North York, ON
…may vary depending on job-related knowledge, role complexity, skills, experience, and internal…
Added 11 mins ago
TS
Director, Sales - Mid-Market East & Central /Directeur ou directrice des ventes - Marché intermédiaire, Ventes commerciales, Est et CentreCommercial Sales
TD SYNNEX North America
Montreal, QC
- $136,000 to $182,000 CAD / year
- Full-time
TD SYNNEX Canada is seeking a strategic and results-driven sales leader to lead our Mid-Market East & Central Commercial Sales organization, overseeing a business approaching $750M in…
Added 11 mins ago
GS
Executive Assistant
Greater Saskatoon Catholic Schools
Saskatoon, SK
- Full-time
…professional staffing, student demographics and the learning program. This position provides confidential executive and administrative support to the Learning Services Division and works…
Added 12 mins ago
P
Account Director
PRAXIS
Toronto, ON · Greater Toronto Area, Canada
- Full-time
PRAXIS is seeking an energetic, results-driven multi-tasker with exceptional organizational skills for an Account Director role. This role is ideal for someone with 6-8 years of relevant PR…
Added 12 mins ago
VC
Peer Advocate (Mental Health and Substance Use)
Vancouver Coastal Health
Vancouver, BC
- Full-time
…educational sessions. Assists with coordinating peer support program, performs word processing duties, assists with research and other special projects, maintains and compiles statistics,…
Added 12 mins ago
E
Seasonal Pizza Maker (Full-Time) - Eataly Sherway Gardens
Eataly
Toronto, ON
- $19 to $21 CAD / hour
- Full-time
- Contract
A Pizza Maker is responsible for producing roman-style pizza alla pala in accordance with our authentic Italian recipes. Reports to the Bakery & Pala Lead.
Added 26 mins ago
VC
Nursing Unit Assistant (NUA)
Vancouver Coastal Health
North Vancouver, BC
- $30.03 CAD / hour
- Other
Grade 12, medical terminology and graduation from a recognized Nursing Unit Clerk program plus one year's recent, related experience or an equivalent combination of education, training and…
Added 26 mins ago
VC
Licensed Practical Nurse (LPN) - Transition Services
Vancouver Coastal Health
Vancouver, BC
- $32.84 to $41.35 CAD / hour
- Temporary
Graduation from an approved program of Practical Nursing, plus one (1) year recent related acute care, residential and/or community-based clinical experience, or an equivalent combination…

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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