Senior Trust Officer

CIBC US; Ottawa; Vor Ort; CAD 110.000 - 150.000; Vollzeit

Zusammenfassung

CIBC Trust seeks a Senior Trust Officer to manage Indigenous Trust accounts, deliver fiduciary solutions and strengthen client relationships with cultural awareness. You will support onboarding, oversee compliance, and collaborate with internal and external partners to provide tailored, compliant trust services.

Ideal candidates have extensive Estate & Trust experience, professional certifications, and proficiency with Microsoft tools, with a commitment to culturally respectful service.

Qualifikationen

• University degree or equivalent.
• 8-10 years of experience in the Estate & Trust Industry.
• Skilled in accounting, investing, and communicating complex financial, estate, and trust issues.
• Proficient with Microsoft Applications and familiar with portfolio management tools.
• Certified professional.
• Asset if MTI/TEP designation and CIRO-ID accreditation.
• Driven to succeed with results orientation.

Aufgaben

• Administer Indigenous Trust accounts and oversee fiduciary services.
• Strengthen client relationships through trusted advice and responsive service.
• Collaborate with Relationship Managers, internal partners, and external advisors.
• Ensure compliance with governing documents and trust policies.
• Support new business onboarding and resolve operational issues.

Kenntnisse

Analytical Thinking

Communication

Customer Experience (CX)

Estate Accounts

Power of Attorney (POA)

Trust Services

Work Collaboratively

Ausbildung

University degree or equivalent

Tools

Microsoft Applications

Portfolio management tools

Jobbeschreibung

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.

What You’ll Be Doing

As 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.

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.

What CIBC Offers

• Competitive salary
• Incentive pay
• Banking benefits
• A benefits program*
• Defined benefit pension plan*
• An employee share purchase plan
• A vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program

*Subject to plan and 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 [e-mail]

Job Location

81 Bay Street, Banking Centre

Employment Type

Regular

Weekly Hours

37.5

Skills

• Analytical Thinking
• Communication
• Customer Experience (CX)
• Estate Accounts
• Power of Attorney (POA)
• Trust Services
• Work Collaboratively

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.

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 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.