Associate Wealth Strategist

Profile

Associate Wealth Strategist

The candidate will assist with materials for client, prospect and intermediary meetings. Analysis of financial and tax information. Preparation of trust and other document review and summaries, including development of recommendations for clients on technical legal issues. Spreadsheet analysis and preparation. Creation of customized charts. Preparation of cash flows and analyses using planning software. Maintaining familiarity with relevant concepts and law, including coursework, seminars or conferences necessary to enhance understanding. Involvement in the professional community with a goal of enhancing knowledge and contacts. Assistance with Wealth Strategies Marketing Initiatives. Participation with client meetings and communications. Oversee and maintain WS resources including vendor contracts.

Additional Information

Ref: 2001563

Company info

CIBC
100 Federal St 37th floor
Boston
Massachusetts
United States 02110
Website : http://www.cibc.com