Senior Trust & Estate Consultant

* **Business Development-** Create and implement a regional business development plan to promote and source new business, while raising awareness of CIBC Trust products and Private Wealth services. Assess new business opportunities, identify potential risks, and provide mitigation strategies where required.

Pro-actively refer clients and beneficiaries to CIBC partners to provide wealth services and solutions.* **Relationship Building**- Pro-actively build partnerships with CIBC Private Wealth, Wood Gundy and Imperial Service advisors, local centres of influence, lawyers and accountants to deliver estate planning services and solutions to HNW clients with in your assigned* **Provide Solutions-** Deliver trust & estate services within your assigned region.

Provide trust education sessions to internal partners 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.* **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 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.* 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.At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #J-18808-Ljbffr