What You’ll Be Doing

As the Executive Trust Officer, Indigenous Trust, you will be responsible for the ongoing account management and administration of Trusts. This involves partnering with a specialized team of professionals withinIndigenous Markets dedicated to working with Indigenous Trusts. Primary accountability for the timely, accurate, and professional administration of complex trust accounts. You will identify and mitigate account risks while adhering to all CIBC Trust Policies & Procedures, including cash management, analytics reporting, fee collection, account opening, etc.

At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote.

The expected annualized base salary range for this role is $92,490 to $127,200.

The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.

In addition to base pay, compensation for this roleincludes participation in an annual discretionary incentive orbonus program.

We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.

How You’ll Succeed

• Collaboration - Develop and maintain a strong partnership with the clients, partners and stakeholders in order to provide excellent client service. Effective and open communication is critical to ensure parties are informed of key activities, milestones and deliverables. Partner effectively with internal experts from the Investment Management and Tax Department, to provide oversight and guidance on client investment and tax issues. Engages external professionals as required. Supervises account investments to ensure consistency with account objectives, documents and legislation.
• Trust Acumen - Ensure the onboarding and account management aligns with the unique needs of clients and the characteristics of Indigenous Trust. Establish effective tracking, monitoring and compliance with the governing document and responsible for the resolution of all operational, technical and discretionary issues encountered in the management of the accounts. Assist in developing standards in administration and vetting new and/or changes to policies and procedures. Optimizes account administration by identifying and implementing process improvements.
• People Management - Accountable to oversee and supervise the workflow of staff by providing ongoing technical assistance to support the achievement of the business unit’s priorities and CIBC’s overall goals. Create a positive work environment and be an effective role model by championing CIBC’s mission, vision and values. Ensure compliance with policies, standards, guidelines and controls by applying the policies and controls fairly and consistently so employees understand what to expect.

Who You Are

• You can demonstrate 8 - 12 years of experience in the Trust Industry or related field. A detailed knowledge of accounting and investing sufficient to administer a range of moderately complex Trust and Accounts.
• You’re a certified professional. It is an asset if you have obtained the Member Trust Institute (MTI) and/or Trust and Estate Practitioner (TEP) designation(s) or CPA designation.
• Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.
• You give meaning to data. You enjoy investigating complex problems and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
• You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
• Values matter to you. You bring your real self to work, and you live our values 6 trust, teamwork and accountability.

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*, defined benefit pension plan*, an employee share purchase plan, 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 clarity in our hiring process. All roles posted are opportunities we 27re actively recruiting for, unless stated otherwise.

• 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 test (such as simulation, coding, French proficiency).

• We use artificial intelligence tools during the recruitment process. 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.

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