Wealth Advisor

Wealth Advisor

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.

As a Wealth Advisor in CIBC Wealth Management's Chicago office, you will play a key role in supporting a Senior Relationship Manager to deliver comprehensive financial planning and exceptional service to our high-net-worth clients. This is a support role that allows you to focus on building lasting relationships with a dedicated client base, without the emphasis on new business development. Your responsibilities will include financial planning, trading, client meeting preparation, investment analysis, research, and all aspects of account administration. In our fast-paced, collaborative environment, you'll partner with a talented team to ensure client portfolios are expertly aligned with their investment strategies and objectives, while contributing to client retention and satisfaction. This is an exciting opportunity to make a meaningful impact in the wealth management field.

At CIBC, we enable the work environment most optimal for you to thrive in your role based on business need. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Deliver Tailored Financial Planning : Conduct in-depth cash flow analyses and proactively adjust asset allocations to help clients achieve their unique financial goals.

Cultivate Lasting Client Relationships : Play an integral role in managing client portfolios, fostering loyalty, and supporting the growth of our business.

Operate Internal Investment Reviews : Review client investment reviews both internally and externally. Execute strategic asset allocation changes, rebalance portfolios, and implement investment recommendations in collaboration with Senior Relationship Manager.

Optimize Portfolio Outcomes : Prepare insightful performance reports, address liquidity needs, and manage tax strategies and manager transitions to enhance client results.

Offer Personalized, High-Touch Support : Respond promptly to client inquiries, resolve complex issues, and build direct client relationshipsgaining greater independence as you grow in the role.

Offer Strategic Insights : Gather and analyze data on investment strategies, portfolio performance, and market trends to inform and engage clients and prospects.

Champion Compliance and Risk Management : Uphold the highest standards by implementing robust operational and compliance controls in alignment with CIBC's requirements.

Collaborate Across Teams : Work closely with internal partners to deliver seamless, professional, and timely service to our valued clients.

Experienced professional : Bring 15+ years of financial services experience, ideally with exposure to client relationship management, and must hold a Certified Financial Planner (CFP) designation.

Investment-savvy : Have a strong understanding of global financial markets, including equities, fixed income, and alternative investments.

Analytical expert : Demonstrate expertise in asset allocation, portfolio construction, risk-return analytics, performance measurement, and compliant reporting.

Technologically proficient : Advanced in Excel, Adobe, PowerPoint, and Word, with familiarity in trust accounting systems, primarily SEI, trading systems (e.g., CRD), and FACTSET.

Detail-oriented communicator : Excel at preparing professional performance reports and engaging with clients to address complex issues.

Team-oriented : Thrive in a collaborative team structure while operating independently to complete assigned responsibilities.

Adaptable and proactive : Comfortable in a fast-paced environment with the ability to manage competing priorities and deadlines.

Solid Expertise in Financial Markets : A deep understanding of investment principles and market dynamics.

Advanced Analytical and Technical Abilities : Proficiency in supporting portfolio management, analysis, and reporting with precision.

Outstanding Relationship Skills : A passion for delivering exceptional client service and building lasting partnerships.

Dedication to Excellence : A strong commitment to professionalism and a drive for continuous growth and learning in the investment industry.

Self-Driven Initiative : Demonstrates a proactive approach, consistently seeking opportunities to add value and achieve goals without the need for close supervision. Thrives in dynamic environments by taking ownership of tasks, anticipating challenges, and pursuing continuous improvement.

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, 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

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.

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, 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 : IL - 181 W Madison

Employment Type : Regular

Weekly Hours : 40

Skills : Analytical Thinking, Business Development, Client Service, Financial Advising, Portfolio Management, Researching, Results-Oriented