Executive Relationship Manager
3 weeks ago
Join us at CIBC, where we're creating a relationship-focused bank for today's world. com
Are you a First Nations, Metis, or Inuit professional who has experience working closely with Indigenous communities?/>
At CIBC, we are committed to building strong, trusted partnerships with Indigenous communities. Reporting to the Executive Director, Indigenous Trust, with a dotted line to the Vice President, Indigenous Markets, the Relationship Manager (RM), Indigenous Trust plays a key role in managing client relationships and overseeing the administration of Indigenous Trusts. This involves collaborating with a specialized team across Trust, Commercial Banking, and Wealth Management to deliver tailored solutions that address the unique needs of Indigenous clients and Trust structures.
Key Responsibilities
- Serve as the primary client contact, building trusted relationships with Indigenous Leadership, Communities, Trustees, Service Providers, and stakeholders.
- Oversee client relationship management, ensuring thorough administration and compliance with Trust Deeds and regulatory requirements.
- Liaise with Indigenous clients on Trust programs, funding, reporting, communication, and training to support community goals.
- Support the development of Trust policies and programs for Indigenous communities, working closely with Trustees and Leadership.
- Coordinate Community Trust meetings, including agenda preparation, minutes, and follow-ups.
- Partner with internal and external experts to ensure effective investment, tax management, and regulatory compliance for Trust accounts.
- Drive capacity development through education and training for Leadership, Trustees, and community members.
- Ensure timely and accurate setup and administration of Indigenous Trusts, identifying and mitigating risks.
Work Arrangement
We support a flexible work environment, with specific onsite and remote details to be discussed during the interview process.
What You’ll Bring
- A deep understanding of Indigenous Trusts and the unique priorities of Indigenous communities.
- Strong relationship management, organizational, and leadership skills.
- Expertise in Trust administration, compliance, and risk management.
- A commitment to advancing the goals of Indigenous communities.
- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
REQUIREMENTS- Self-Identify as First Nations, Metis, or Inuit
- Strong oral/written communication skills
- Expertise in Indigenous Trust administration and experience working with Indigenous communities
- Commitment to community-led, innovative solutions and learning from Indigenous perspectives for long-term sustainable prosperity
- Strong leadership, communication, and organizational skills, with the ability to inspire and develop others
- Knowledge of accounting, financial planning, budgeting, and investing for complex Trust accounts
- Exceptional writing skills, including detailed, professional correspondence using Estates & Trusts terminology
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
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