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About the Role

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.

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.
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.

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.
Willingness to complete professional accreditations such as Member, Trust Institute (MTI), and/or Trust and Estate Practitioner (TEP) within a reasonable timeframe.
Allied Professional qualification (LL.B., C.A., CGA, CFP, PFPC,) is an asset.
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.
Legally eligible to work at the specified location(s).
Where applicable, must have a valid work or study permit.

Skills

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

Location

London

Work Type

Regular
Full-time

Experience Level

5+ years of experience in the estate and trust or financial services industry

Education Level

Post-secondary degree
Member, Trust Institute (MTI)
Trust and Estate Practitioner (TEP)
LL.B.
C.A.
CGA
CFP
PFPC

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

About the Company

We’re building a relationship-oriented bank for the modern world.
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.
At CIBC we enable the work environment most optimal for you to thrive in your role.
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.
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.
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.
CIBC is committed to clarity in our hiring process.
All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
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.
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them.
Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

Equal Opportunity

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 Mailbox.careers-carrieres@cibc.com