Region Head of CIBC Family Office for B.C.

Location: Vancouver, British Columbia, Canada. Work arrangement details, including the proportion of on-site 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 services to personal, business, and high-net-worth clients.

What you will do

• Lead business development for the CIBC Family Office in British Columbia and identify opportunities with prospective ultra-high-net-worth clients.
• Serve as the primary relationship contact for approximately 100 UHNW client households and oversee long-term service delivery.
• Coordinate Private Banking, Wealth, Trust, Planning, investment, and cross-border specialists to deliver integrated liquidity, investment, and planning solutions.
• Monitor strategic roadmaps for new and existing clients and ensure solutions continue to meet evolving needs.
• Build referral ecosystems with internal partners, external centers of influence, and industry networks.
• Lead risk management, regulatory compliance, complex-client escalations, and operational improvement.

Requirements

• Bachelor’s degree required; MBA or another advanced degree is preferred.
• 10+ years of frontline experience in Private Banking, Wealth Management, and/or Single or Multi Family Office environments.
• At least 5 years of experience building and maintaining relationships with UHNW clients.
• One or more relevant certifications: CFA, CIM, CFP, CSC and CPH, FEA, or LLP.
• Advanced knowledge of credit structuring, wealth planning, risk management, AML/KYC, enhanced due diligence, and source-of-wealth and source-of-funds validation in Canada.
• Exceptional client-facing communication, negotiation, presentation, stakeholder-influence, and judgment 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 a points-based recognition program.
• Professional growth and development opportunities, including a paid Purpose Day.
• Inclusive and accessible work environment with accommodation support during the hiring process.

Hiring process

• The hiring process may include an attribute-based assessment and other skills tests.
• Artificial intelligence tools may be used during recruitment.