Managing Director & Head, Cibc Family Office

CIBC Capital Markets

Toronto, ON, Canada
Competitive salary; incentive pyy; banking benefit...
10+ years leadership in uhnw wealth management
Proven experience scaling complex advisory platforms
Deep knowledge of canadian wealth planning topics
The Managing Director is responsible for leading the CIBC Family Office in Canada by setting the vision, strategy, and operating model to deliver integrated advisory services to Ultra-High Net Worth individuals and families

Job Summary

  • The Managing Director is responsible for leading the CIBC Family Office in Canada by setting the vision, strategy, and operating model to deliver integrated advisory services to Ultra-High Net Worth individuals and families.
  • This role personally oversees a select portfolio of 25–50 high-profile UHNW relationships while coordinating with internal and external specialists to ensure seamless service and holistic financial stewardship.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and an employee share purchase plan to support career growth and personal well-being.

Matching Summary

The Managing Director is responsible for leading the CIBC Family Office in Canada by setting the vision, strategy, and operating model to deliver integrated advisory services to Ultra-High Net Worth individuals and families.

Salary

Competitive salary; Incentive pay; Banking benefits, defined benefit pension plan, employee share purchase plan

Skills & Requirements

Must-have

  • 10+ years leadership in UHNW wealth management
  • Proven experience scaling complex advisory platforms
  • Deep knowledge of Canadian wealth planning topics
  • Executive presence for family governance discussions
  • Strong stakeholder management across senior executives

Nice-to-have

  • MBA or advanced degree preferred
  • Designations like CFP, CFA, CPA, TEP, FEA
  • Comfort with multi-jurisdiction considerations
  • Ability to drive accountability through matrix model
  • Experience with external tax and legal counsel coordination

Key Requirements

  • Bachelor's degree required; MBA preferred
  • Extensive (10 years+) leadership experience in UHNW wealth management
  • Demonstrated success building and governing a complex advisory platform
  • Legal eligibility to work in Canada
  • Valid work or study permit if applicable

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter