Senior Wealth Strategist
Core
Partner with Relationship Managers and high net worth clients to develop and implement holistic wealth planning, including estate, tax, philanthropic, life insurance, and business succession strategies.
Role type
Senior IC wealth strategist (estate & legacy planning)
Builds
Integrated wealth management plans and educational/marketing materials for CIBC Private Wealth clients
Domain
Financial services / Wealth management / Estate planning
Required skills
Estate planning expertise, Business succession planning, Insurance planning, Tax planning, Trust and estate legal community networking, Fiduciary and tax issue analysis, Written and graphical summary preparation
Preferred skills
Income tax planning, Accounting, Executive compensation planning
Technologies
MS Office
Responsibilities
Develop strategies for wealth transfer, asset protection, and philanthropic goals; Review estate planning and trust documents; Serve as a bridge between clients and outside advisors (attorneys, CPAs); Support business development activities by participating in prospect calls; Contribute to the development of educational and marketing materials; Present to client and intermediary groups externally.
Seniority
Senior, hands-on IC