BCBA providing high - quality behavioral consultation supporting individuals with developmental disabilities across the lifespan. Collaborative role within California’s state‑funded Regional Center system.
About the role
- Senior Trust & Estate Consultant responsible for business development and estate planning solutions at CIBC. Collaborating with partners to deliver comprehensive estate and trust services in assigned region.
Responsibilities
- create and implement a regional business development plan to promote and source new business
- assess new business opportunities, identify potential risks, and provide mitigation strategies
- pro-actively refer clients and beneficiaries to CIBC partners to provide wealth services and solutions
- 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
- 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
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, gained from 5+ years of experience in the estate and trust or financial services industry
- post-secondary degree
- 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
- well-developed sales, interpersonal, communication presentation and relationship management skills
- demonstrated success to build and maintain high value client relationships
- good judgement to manage individual, company and client risk while exercising discretion
- ability to balance multiple priorities while meeting critical timelines
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
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