Trust & Estate Associate - Client-Focused Wealth

Canadian Imperial Bank of Commerce; Toronto; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian financial institution is seeking an Associate Trust Officer in Toronto. You will manage estates, trusts, and powers of attorney, ensuring professional administration and compliance with company policies. This role requires 1-3 years of relevant experience and promotes collaboration with clients and internal teams for optimal service delivery. CIBC offers competitive compensation, a focus on personal development, and a commitment to an inclusive work environment.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Paid day off for personal growth

Qualifications

• 1 - 3 years of experience in the Estate & Trust Industry.
• Knowledge of accounting and investing sufficient to administer accounts.
• Ability to communicate detailed information effectively.

Responsibilities

• Manage and administer accounts for Estates, Trusts, and Powers of Attorney.
• Develop partnerships with clients to provide excellent service.
• Ensure compliance with CIBC Trust Policies & Procedures.

Skills

Estate & Trust experience

Client communication

Problem solving

Data analysis

Teamwork

Education

Member Trust Institute (MTI) or Trust and Estate Practitioner (TEP) designation

Job description

A leading Canadian financial institution is seeking an Associate Trust Officer in Toronto. You will manage estates, trusts, and powers of attorney, ensuring professional administration and compliance with company policies. This role requires 1-3 years of relevant experience and promotes collaboration with clients and internal teams for optimal service delivery. CIBC offers competitive compensation, a focus on personal development, and a commitment to an inclusive work environment.