Job Description
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What You’ll Be Doing
As an essential member of CIBC Private Wealth, the Senior Trust & Estate Consultant (STEC) works in team environment to provide estate and trust solutions to CIBC clients. You will be responsible for business development and the delivery of estate and trust services in your assigned region, working with internal partners and external centres of influence to service and pro-actively grow our estate and trust business, while providing clients with holistic estate planning.
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-
Close sufficient new business to meet sales targets for agency and fiduciary appointments. Pro-actively build partnerships with local representatives of Private Wealth Management, Wood Gundy, Imperial Service and with local centers of influence, lawyers, and accountants. Create and implement a regional plan for sourcing business and raising awareness of CIBC Trust products. Assess new business opportunities, gather all required information, identify potential risks and provide mitigation strategies
Relationship Building –
Pro-actively refer beneficiaries to CIBC partners in order to keep funds within CIBC. Prepare accurate and timely monthly reporting on business development activities. Work with CIBC Trust partners to ensure the smooth onboarding of new clients.
Provide Solutions
– Deliver Trust & Estate services within your assigned region. Provide trust training 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 industry experience.
You have proven 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 5+ years of experience in the estate and trust or financial services industry.
You’re a certified professional.
You have a post-secondary degree; a relevant professional accreditations such as the Member, Trust Institute (MTI), and/or Trust and Estate Practitioner (TEP). Allied Professional qualification (LL.B., C.A., CGA, CFP, PFPC,) is an asset.
You're passionate about people.
You find meaning in relationships and surround yourself with a diverse network of partners. You build trust through respect and authenticity. You put our clients first. You have well-developed sales, interpersonal, communication presentation and relationship management skills sufficient to build strong relationships with clients and to identify partnership opportunities. You have demonstrated success to build and maintain high value client relationships.
You’re a problem solver.
You have good judgement to manage individual, company and client risk while exercising discretion. You 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.
You’re fluent in
French and English
to serve our clients in the community.
#LI-TA
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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.
*Subject to program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re 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.
Expected End Date
2027-05-07
Job Location
QC-Montréal, 1250 René-Lévesque W Blvd, Suite 3100
Employment Type
Regular
Weekly Hours
37.5
Skills
Estate Law, Estate Management, Estate Services, Sales Objectives, Trusts and Estate Planning, Trust Services
#J-18808-Ljbffr
