Hybrid Senior Trust & Estate Consultant

Posted 2 weeks ago

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About the role

  • 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

Job title

Senior Trust & Estate Consultant

Job type

Experience level

Senior

Salary

CA$92,490 - CA$120,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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