Associate, Private Wealth Client Solutions

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 an Associate – Private Wealth Client Solutions, you'll report to both the Head of Private Wealth Client Solutions and the Vice-President of Indigenous Solutions. In this pivotal role, you'll collaborate with stakeholders across CIBC—Private Wealth, Institutional, Commercial Banking, and Trust Services—to create tailored investment solutions for our diverse clientele. A key focus of this role is supporting Ultra High Net Worth (UHNW) clients and institutional investment opportunities within the Private Wealth Client Solutions team, where you will assist in Private Investment Counsel sales activities and initiatives. Additionally, you'll engage with Indigenous clients and communities, acting as a subject matter expert to foster Indigenous investment opportunities. You'll support CIBC Asset Management's (CAM) Indigenous Solutions team in servicing existing Indigenous clients and pursuing new business development across Canada, aligning investment strategies with Indigenous values and traditions.

How you'll succeed

• Support Private Wealth & Institutional Clients - Provide critical assistance to the Private Wealth Client Solutions team in delivering UHNW and institutional investment opportunities. Collaborate closely with the Private Investment Counsel sales team, preparing marketing presentations and documents that align with business goals. You’ll lead initiatives that drive client engagement and support business development.

• Collaborate on RFPs & Proposals - Partner with the Private Wealth team to prepare proposals for UHNW clients and Indigenous investment opportunities, ensuring alignment with client needs.

• Indigenous Solutions Support - Act as a subject matter expert on Indigenous investment opportunities. Work with CIBC’s divisions to foster engagement with Indigenous clients and communities. Assist the Institutional team in serving existing Indigenous clients and pursuing new business opportunities across Canada, helping align investment strategies with Indigenous values and traditions.

• Strengthen Client Relationships - Cultivate long-term relationships with both UHNW clients and Indigenous communities by delivering consulting expertise that provides exceptional client value.

• Business Development & Representation - Assist the CAM Institutional Team in business development efforts for Indigenous clients. Represent CIBC Asset Management at industry events and Indigenous conferences to build networks, expand UHNW client portfolios, and grow Indigenous assets under management.

• Project Leadership - Lead projects related to both Private Wealth and Indigenous clients. Prepare comprehensive reports, presentations, and marketing materials while ensuring high-quality execution within deadlines.

Who you are

• You have a degree/diploma in Business, Finance and/or Economics.

• You’re a certified professional. It’s an asset if you have a CFA. Portfolio Management experience and Business Development leadership is strongly preferred.

• You can demonstrate experience and strong understanding of the social, cultural, and economic contexts of Indigenous communities. Experience working with Indigenous clients or knowledge of Indigenous cultures and reconciliation efforts is an asset.

• You're digitally savvy. You're creative yet process-driven – constantly seeks to innovate and then create a robust process to capture innovations for consistent and repeatable delivery.

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

• You're motivated by collective success. You work collaboratively with all of the members of CAM to ensure that our firm can distinguish itself through the provision of distinctive, world-class investor solutions, service, and communication. You'll conduct yourselves as a partner to the investment professionals of CAM and seek to contribute to the overall business as well as to your functional responsibilities. You'll embrace a continuous improvement approach to the business and proactively seek improvements in both your particular market, as well as across the entire business. You'll be cooperating and collaborating with a variety of colleagues across the firm and enterprise.

• You’re goal oriented. You're willing to accept “hands on” work required given the comparatively flat nature of the organization. You'll continually strive for “best-in-class” performance standards and instill these high standards within your day-to-day work. You'll exude integrity, embrace a fiduciary culture and act in the best interests of investors who have chosen CAM as a steward of their investments. You'll conduct business in accordance with the highest standards of legal and ethical conduct.

• You have exceptional communication skills. You are recognized by clients, team members and industry peers as having outstanding interpersonal and communication skills (written and oral), which they leverage across their organization for the benefit of internal and external stakeholders.

• You are resourceful. You are accustomed to working in a matrixed environment where knowledge, talent and resources reside in multiple locations. You are an active contributor to this network and go out of your way to stay connected to the many influencers on the business.

• Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

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 [email protected]

• 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 tests (such as simulation, coding, French proficiency, MS Office). 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

Toronto-161 Bay St, 23rd Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Finance Tools, Financial Analysis, Group Problem Solving, Investment Products, Large Group Presentations, Researching, Research Reporting, Wealth Management