Region Head of CIBC Family Office for Quebec - Bilingual (Wealth Management)

Location: Montréal, Quebec, Canada. Work arrangement, including the proportion of onsite and remote work, will be discussed during the interview. Candidates must be legally eligible to work at the specified location and hold a valid work or study permit where applicable.

Company

CIBC is a relationship-oriented bank providing integrated financial and wealth management solutions for clients.

What you will do

• Lead business development for the CIBC Family Office in Quebec and identify opportunities with prospective ultra-high-net-worth clients.
• Manage long-term relationships with approximately 100 UHNW client households as the primary regional contact.
• Coordinate specialists across Private Banking, Wood Gundy, Private Investment Counsel, Planning, Trust, CIBC Bank USA, and Caribbean partners.
• Deliver tailored liquidity, investment, credit, estate planning, tax, philanthropy, and succession solutions.
• Monitor strategic client roadmaps and escalate complex client, risk, and compliance matters.
• Strengthen controls, streamline processes, and support operational excellence.

Requirements

• Bachelor’s degree required; MBA or another advanced degree is preferred.
• 10+ years of frontline experience in Private Banking, Wealth Management, or Single/Multi Family, including at least 5 years building relationships with UHNW clients.
• Experience with funds-managed growth, revenue growth, credit, and risk outcomes.
• One or more relevant certifications: CFA, CIM, CFP, CSC and CPH, FEA, or LLP.
• Expertise in credit structuring, wealth planning, risk management, AML/KYC, enhanced due diligence, and source-of-wealth and source-of-funds validation in Canada.
• Fluency in French and English is required, along with strong client-facing communication, negotiation, presentation, and stakeholder-influence skills.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, a benefits program, defined benefit pension plan, and employee share purchase plan.
• Vacation offering, wellbeing support, and personalized recognition through MomentMakers.
• Purpose Day, including a paid day dedicated to personal growth and development.
• Inclusive and accessible candidate and workplace experience.

Hiring process

• The process may include an attribute-based assessment and skills tests, including French proficiency evaluation.
• Artificial intelligence tools may be used during recruitment.