Trust & Estate Consultant

CIBC; Calgary; Vor Ort; CAD 80.000 - 110.000; Vollzeit

Benefits dieser Stelle

Competitive salary

Benefits program

Employee share purchase plan

Zusammenfassung

CIBC is seeking a Trust & Estate Consultant to deliver estate and trust services within a defined region. The role collaborates with internal partners and external centres of influence to proactively grow the estates and trust business.

The company emphasizes a flexible work arrangement discussed during interviews. The ideal candidate brings 3+ years in estate and trust or financial services, strong sales and relationship skills, and a willingness to pursue MTI/TEP accreditation within a

Qualifikationen

• Bachelor's degree or higher and willingness to pursue professional accreditation such as MTI or TEP.
• Experience in sales and business development in estates and trusts.
• Strong interpersonal and relationship-management skills.

Aufgaben

• Develop and grow the estates and trust business within your region.
• Build partnerships with private wealth teams and external centres of influence.
• Deliver Trust & Estate services and information sessions for partner audiences.

Ausbildung

Bachelor's degree

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.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

As a Trust & Estate Consultant, you will be responsible for the delivery of Estate and Trust services in your assigned region and work with internal partners and external centres of influence to service and pro-actively grow the estates and trust business.

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- Collaborate with Senior Trust and Estate Consultants in your region to create and implement plans for sourcing business and raising awareness of CIBC Trust products. Assess new business opportunities, gather required information, identify potential risks and provide mitigation strategies. Provide accurate and timely monthly reporting on business development activities.
• Relationship Building- Proactively build partnerships with local representatives of Private Wealth, Wood Gundy, Imperial Service and with local centres of influence, lawyers and accountants. Refer clients to CIBC partners in order to retain relationships and assets within CIBC. Work with CIBC Trust partners to ensure the smooth onboarding of new clients.
• Provide Solutions- In partnership with Senior Trust and Estate Consultants, deliver Trust & Estate services within your assigned region. Provide Trust & Estate information 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 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 3+ years of experience in the estate and trust or financial services industry.
• You put our clients first. You have strong sales, interpersonal, communication, presentation and relationship management skills sufficient to build strong relationships with clients and to identify partnership opportunities.
• You are a certified professional. You have a post-secondary degree and willingness to complete professional accreditation such as the Member Trust Institute (MTI), and/or Trust and Estate Practitioner (TEP) within a reasonable timeframe.
• You are goal-oriented. You have good judgement and are able to balance multiple priorities while meeting critical timelines.
• You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

#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.

• 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.

*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]

• 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.

Job Location

Calgary-301-8th Ave. SW, 3rd

Employment Type

Regular

Weekly Hours

37.5

Skills

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