As a Trust & Estate Consultant, you will be responsible for the delivery of Estate and Trust services in your assigned region and work with internal partners and external centres of influence to service and pro-actively grow the estates and trust business.

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

• Business Development- Collaborate with Senior Trust and Estate Consultants in your region to create and implement plans for sourcing business and raising awareness of CIBC Trust products. Assess new business opportunities, gather required information, identify potential risks and provide mitigation strategies. Provide accurate and timely monthly reporting on business development activities.
• Relationship Building- Proactively build partnerships with local representatives of Private Wealth, Wood Gundy, Imperial Service and with local centres of influence, lawyers and accountants. Refer clients to CIBC partners in order to retain relationships and assets within CIBC. Work with CIBC Trust partners to ensure the smooth onboarding of new clients.
• Provide Solutions- In partnership with Senior Trust and Estate Consultants, deliver Trust & Estate services within your assigned region. Provide Trust & Estate information sessions to target partner audiences and participate in client seminars. Keep abreast of Trust & Estate legislative changes, jurisprudence, and shifting industry trends in order to effectively provide the best solutions to our clients.

Who You Are

• You have experience in sales and business development and knowledge of the administration of estates, trust and powers of attorney/guardianship. You also have knowledge of legislation and regulations pertaining to the administration of estates and trusts, gained from 3+ years of experience in the estate and trust or financial services industry.
• You put our clients first. You have strong sales, interpersonal, communication, presentation and relationship management skills sufficient to build strong relationships with clients and to identify partnership opportunities.
• You are a certified professional.  You have a post-secondary degree and willingness to complete professional accreditation such as the Member Trust Institute (MTI), and/or Trust and Estate Practitioner (TEP) within a reasonable timeframe.
• You are goal-oriented.  You have good judgement and are able to balance multiple priorities while meeting critical timelines.
• Values matter to you. You bring your real self to work, and you live our values – trust, teamwork and accountability.

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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

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