What You'll Be DoingAs the Senior Trust Officer with CIBC Trust, you will play an integral role in the management and administration of Indigenous Trusts, contributing to deepening and strengthening client relationships by providing tailored solutions that consider and respect their unique needs and the cultural nuances that exist within each Indigenous community we serve. The role is responsible for the administration and oversight of Indigenous Trust accounts, delivering tailored fiduciary solutions that align with client goals, governing documents, applicable legislation, and the cultural considerations unique to the Indigenous communities we serve. In this role, you will strengthen client relationships through trusted advice, responsive service, and collaboration with Relationship Managers, internal partners, and external advisors, while ensuring compliance with CIBC Trust policies and procedures related to account administration, cash management, fee collection, investments, and risk management. The role also supports new business onboarding, resolves operational, technical, and discretionary issues, and contributes to a seamless client experience by applying strong trust and estate expertise, sound judgement, and a commitment to culturally respectful, client-focused service.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How You'll Succeed- Collaboration: Develop and maintain strong partnerships with Relationship Managers to provide legendary client service. Partner with internal and external experts (Investment Management, Lawyers, Accountants, Auditors) to provide oversight and guidance on client investment and tax issues.
- Trust & Estate Acumen: Demonstrate detailed knowledge of the unique needs of Indigenous clients and the characteristics of Indigenous Trusts. Optimize account management and ensure compliance with governing documents.
- Client Experience: Take ownership and accountability for efficient client problem resolution. Enhance customer loyalty and satisfaction.
- Community Engagement: Demonstrate cultural awareness and sensitivity in all interactions with Indigenous clients and communities. Support initiatives that strengthen relationships and promote financial literacy.
Who You Are- You have a university degree or equivalent.
- You can demonstrate 8-10 years of experience in the Estate & Trust Industry. You are skilled in accounting, investing, and communicating complex financial, estate, and trust issues. You are proficient with Microsoft Applications and familiar with portfolio management tools.
- You're a certified professional. It is an asset if you have obtained the Member Trust Institute (MTI), Trust and Estate Practitioner (TEP) designation(s) and/or it is an asset if you have current accreditation and are in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) to support investments administered under this platform.
- You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact. You are results-oriented, possess strong decision-making abilities, and excel in customer service management.
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What CIBC OffersAt 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
Job Location81 Bay Street, Banking Centre
Employment TypeRegular
Weekly Hours37.5
SkillsAnalytical Thinking, Communication, Customer Experience (CX), Estate Accounts, Power of Attorney (POA), Trust Services, Work Collaboratively
