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About the Role

As the Executive Trust Officer, you will be responsible for the ongoing account management and administration of Estates, Trusts and Powers of Attorney, partnering with a specialized team of professionals within Wealth Management. You will have primary accountability for the timely, accurate, and professional administration of complex estate, trust and power of attorney accounts, identifying and mitigating account risks while adhering to all CIBC Trust Policies & Procedures.

Responsibilities

Ongoing account management and administration of Estates, Trusts and Powers of Attorney.
Partnering with a specialized team of professionals within Wealth Management.
Ensure the onboarding and account management aligns with the unique needs of clients and the characteristics of Estates and Trust.
Establish effective tracking, monitoring and compliance with the governing document.
Responsible for the resolution of all operational, technical and discretionary issues encountered in the management of the accounts.
Assist in developing standards in administration and vetting new and/or changes to policies and procedures.
Optimizes account administration by identifying and implementing process improvements.
Oversee and supervise the workflow of staff by providing ongoing technical assistance.
Create a positive work environment and be an effective role model by championing CIBC’s mission, vision and values.
Ensure compliance with policies, standards, guidelines and controls by applying the policies and controls fairly and consistently.

Requirements

8 - 12 years of experience in the Estate & Trust Industry.
Detailed knowledge of accounting and investing sufficient to administer a range of moderately complex Estate, Trust and Power of Attorney Accounts.
You know that relationships and networks are essential to success.
You enjoy investigating complex problems, and making sense of information.
You're confident in your ability to communicate detailed information in an impactful way.
You are motivated by accomplishing your goals and delivering your best to make an impact.
You bring your real self to work and you live our values – trust, teamwork and accountability.
You need to be legally eligible to work at the location(s) specified.
May be asked to complete an attribute-based assessment and other skills test.

Skills

Analytical Thinking
Communication
Customer Experience (CX)
Estate Accounts
Group Problem Solving
People Management
Power of Attorney (POA)
Trust Services
Work Collaboratively
Member Trust Institute (MTI)
Trust and Estate Practitioner (TEP)

Location

Toronto

Work Type

Regular
Full-time

Experience Level

8 - 12 years

Education Level

Member Trust Institute (MTI)
Trust and Estate Practitioner (TEP)

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

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.

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