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. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you’ll be doing** As an Investment Portfolio Strategist with CIBC Wealth Management’s Chicago office, you’ll support a Senior Relationship Manager in delivering exceptional service to high-net-worth and ultra-high-net-worth clients. You’ll assist with portfolio management, financial planning, investment decisions, trading, research, and all aspects of account administration. In this highly professional, fast-paced environment, you’ll collaborate with a team of colleagues to maximize client retention, grow new business, and ensure client portfolios align with investment strategies and objectives. **How you’ll succeed** + Provide financial planning: Implement cash flow analysis for clients and implement asset allocation adjustments based on their circumstances. + Support client relationships: Assist in managing client portfolios to maximize retention and drive new business growth. + Implement investment decisions: Execute asset allocation changes, rebalance portfolios, and implement investment recommendations as directed by Senior Relationship Managers. + Enhance portfolio performance: Prepare and analyze performance reporting against benchmarks, address liquidity needs, and manage tax loss harvesting and manager changes. + Deliver exceptional service: Respond to client inquiries, address unique client issues, and engage with clients directly, building independence over time. + Provide research and insights: Compile data on investment strategies, portfolio performance, and market outlooks for client and prospect communication. + Ensure compliance: Implement and manage operational and compliance risk controls in line with CIBC and business requirements. + Collaborate effectively: Partner with internal teams to provide seamless, professional, and timely client service. + Contribute to business development: Support business development efforts by attending client, networking, or company events, including those after normal business hours. **Who you are** + Experienced professional: Bring 10+ years of financial services experience, ideally with exposure to client relationship management, and 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. **What you need to succeed** + A strong foundation in financial markets and investment disciplines. + Advanced technical skills to support portfolio management and reporting. + Exceptional client service and relationship management skills. + A commitment to professionalism and continuous learning in the investment space. **What CIBC offers** 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 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 California residents — your privacy rights regarding your actual or prospective employment (https://us.cibc.com/en/about-us/california-consumer-privacy-act-employment.html) At CIBC, we offer a competitive total rewards package.  This role has an expected base salary range of $125,000 - $155,000 for the Chicago, IL market based on experience, qualifications, and location of the position.  The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays,  and 401(k), in addition to other special perks reserved for our team members.  **What CIBC Offers** 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 **What you need to know** + 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 At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.