Senior Trust and Estate Consultant

CIBC•London, ON

2d•Hybrid

About The Position

As an essential member of CIBC Private Wealth, the Senior Trust & Estate Consultant (STEC) works in a 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.

Requirements

Industry experience.
Proven experience in sales and business development.
Knowledge of the administration of estates, trust and powers of attorney/guardianship.
Knowledge of legislation and regulations pertaining to the administration of estates and trusts.
5+ years of experience in the estate and trust or financial services industry.
Post-secondary degree.
Well-developed sales, interpersonal, communication presentation and relationship management skills sufficient to build strong relationships with clients and to identify partnership opportunities.
Demonstrated success to build and maintain high value client relationships.
Good judgement to manage individual, company and client risk while exercising discretion.
Able to balance multiple priorities while meeting critical timelines.
You bring your real self to work, and you live our values – trust, teamwork and accountability.

Nice To Haves

Professional accreditations such as the Member, Trust Institute (MTI), and/or Trust and Estate Practitioner (TEP) are preferred or willingness to complete within a reasonable timeframe.
Allied Professional qualification (LL.B., C.A., CGA, CFP, PFPC,) is an asset.

Responsibilities

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.
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 in your assigned region.
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.

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development