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    Director, Commercial Asset Management - Montréal, QC, Canada - CIBC

    CIBC
    CIBC Montréal, QC, Canada

    1 week ago

    CIBC background
    Full time
    Description
    We're building a relationship-oriented bank for the modern world.

    Reporting to the Executive Director of Family Enterprise Advising, the role is accountable for acting as the subject matter expert on complex Financial Planning, Tax, Trust, Estate, and Family Enterprise Advising matters for high profile and ultra-high net-worth clients in province of Quebec.

    In addition to the advisory, sales and client-facing accountabilities, the incumbent will act as an ambassador for all Wealth Management areas to internal partners and clients.

    The role includes representing CIBC Family Office at local client and industry events.

    Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.


    Complex Planning Solutions- You provide complex planning and advice strategies to ultra-high net-worth clients focusing on financial planning suitability recommendations.

    CIBC Ambassador- Promote our brand, focus on holistic advice and initiatives through CIBC Work Place, internal and external videos, public speaking and client events.


    Partnerships- Work closely with Wealth and Retail Distribution senior leadership team to - promote and support business development and local initiatives.

    Focus on Family Enterprise planning initiatives including Business Succession Planning and Philanthropic strategies for ultra-high net-worth clients.


    Client Acquisition & Retention- Increase the acquisition, loyalty and consolidation of existing ultra-high net-worth clients across CIBC; and increase the depth and breath of planning through the wealth management integrated offer.

    You find meaning in relationships, and surround yourself with a diverse network of partners.

    Excellent influential/interviewing/communication/relationship management skills with proven ability to build strong lifetime client relationships, identify and realize appropriate partnership and consolidation of opportunities.


    You have knowledge in the following area: tax, investment management, financial planning, law, trust, credit, commercial banking and private banking.

    You can demonstrate experience as a financial professional working with clients with significant assets and wealth management complexities. You have 10-15 years of financial experience focused in wealth planning. You have a financial planning designation (CFP or IQPF) in good standing. You're fluent in French and English to serve our clients in the community.


    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.


    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.

    Skills Client Relationship Management, Customer Retentions, Financial Advising, High Net Worth Individuals, Leadership, People Management, Work Collaboratively
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