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40 минут назад

Region Head of CIBC Family Office for Ontario (Wealth Management)

Формат работы
hybrid
Тип работы
fulltime
Грейд
head
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Region Head of CIBC Family Office for Ontario (Wealth Management): Leading business development and relationship management for approximately 100 UHNW client households in Toronto with an accent on integrated wealth, credit, investment, estate planning, tax, philanthropy, and succession solutions. Focus on building referral ecosystems, coordinating specialists across CIBC Wealth, and strengthening risk management, AML/KYC, and compliance for complex client needs.

Location: Toronto, Ontario, Canada. The work arrangement will include on-site and remote work, with the proportion 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

hirify.global is a relationship-oriented bank providing banking, wealth management, investment, and financial planning services.

What you will do

  • Lead business development for hirify.global Family Office across Ontario and pursue relationships with prospective ultra-high-net-worth clients.
  • Serve as the primary relationship contact for approximately 100 UHNW client households and oversee long-term client service and strategic outcomes.
  • Coordinate Private Banking, Wood Gundy, Private Investment Counsel, Planning, Trust, hirify.global Bank USA, and Caribbean partners to deliver integrated liquidity, investment, and planning solutions.
  • Monitor strategic roadmaps for new and existing clients and ensure evolving financial needs are addressed through coordinated offerings.
  • Build internal referral relationships and external centers-of-influence networks while representing hirify.global Family Office at industry events.
  • Lead risk and compliance practices, escalate complex client matters, and strengthen controls and operational processes.

Requirements

  • Bachelor’s degree required; an MBA or advanced degree is preferred.
  • 10+ years of frontline experience in private banking, wealth management, or single/multi-family offices, including accountability for managed funds growth, revenue growth, and credit/risk outcomes.
  • At least 5 years of experience building and maintaining relationships with UHNW clients.
  • One or more professional certifications: CFA, CIM, CFP, CSC and CPH, FEA, or LLP.
  • Advanced knowledge of credit structuring, wealth planning, risk management, AML/KYC in Canada, enhanced due diligence, and source-of-wealth and source-of-funds validation.
  • Strong client-facing communication, negotiation, presentation, stakeholder-influence, judgment, and people-management skills.

Culture & Benefits

  • Competitive salary, incentive pay, banking benefits, and a benefits program.
  • Defined benefit pension plan, employee share purchase plan, and vacation offering.
  • Wellbeing support and a points-based employee recognition program.
  • Workspaces and technology designed to support collaboration and innovative client solutions.
  • Purpose Day, a paid day dedicated to personal growth and development.
  • Inclusive and accessible candidate and employee experience.

Hiring process

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

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