Senior Trust & Estate Consultant

Canadian Imperial Bank of Commerce; Regina; On-site; CAD 92,000 - 120,000; Full time

Job summary

A leading financial institution in Regina is seeking a Senior Trust & Estate Consultant to drive business development and deliver estate planning services. The ideal candidate has over 5 years of experience in financial services and possesses strong skills in relationship building and analytical thinking. This role offers a collaborative team environment and competitive compensation.

Benefits

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Social recognition programs

Qualifications

• 5+ years of experience in estate and trust or financial services industry.
• Knowledge of legislation and regulations pertaining to administration of estates and trusts.
• Demonstrated success in building and maintaining high-value client relationships.

Responsibilities

• Create and implement regional business development plan to source new business.
• Build partnerships with local advisors to deliver estate planning services.
• Deliver trust & estate services and keep abreast of industry trends.

Skills

Analytical Thinking

Communication

Customer Experience (CX)

New Business Development

Relationship Building

Education

Post-secondary degree

Professional accreditations such as MTI or TEP

Job description

What Youll 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.

The pay range salary for this role is $92490.00 -$12000.00

How Youll Succeed

• 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.

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.
• Youre 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.
• Youre 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.
• Youre 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.

#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 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.
• Subject to plan and program terms and conditions

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.

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

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 tests (such as simulation coding French proficiency MS Office). 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.

Job Location

Regina-1801 Hamilton - 4th

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking Communication Customer Experience (CX) Estate Accounts New Business Development Power of Attorney (POA) Relationship Building Trust Services Work Collaboratively

Required Experience :

Senior IC

Key Skills

Economics,Electrical Designing,Access Control System,Customer Service,E Learning,Flooring

Experience : years

Vacancy : 1