Associate Director
6 days 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 dedicated to building strong partnerships with Indigenous communities. Reporting to the Executive Director, Indigenous Trust, with a dotted line to the Vice President, Indigenous Markets, the Associate Relationship Manager (ARM), Indigenous Trust, supports the administration and management of Indigenous Trusts. Collaborating with a specialized team across Trust, Commercial Banking, and Wealth Management, the ARM helps address the unique needs of Indigenous clients and Trust structures.
In this role, you will assist Relationship Managers (RMs) and Trust Officers in managing client relationships, ensuring compliance with Trust Deeds, and supporting key procedures for effective administration. You’ll play a vital role in building trusted relationships with Indigenous Leadership, Communities, Trustees, and stakeholders while delivering tailored solutions to advance community goals.
Key Responsibilities
- Support RMs in managing client relationships, acting as a key liaison for Indigenous communities and leadership.
- Assist in onboarding new Indigenous Trust clients and coordinating Community Trust meetings, including agendas, minutes, and follow-ups.
- Collaborate with wealth partners and stakeholders to develop and implement Trust solutions aligned with community priorities.
- Ensure Trusts are administered in compliance with Trust Deeds, policies, and regulations.
- Prepare reports and presentations for community leadership and members.
- Participate in Trustee and community meetings alongside RMs.
- Deliver education and training on Trust matters and financial literacy for Indigenous community members.
- Partner with internal and external experts on investment, tax, and compliance matters impacting Trusts.
- Contribute to the development of standards, policies, and procedures in Trust administration.
- Foster team growth through mentorship, training, and a commitment to CIBC’s values.
Work Arrangement
We support a flexible work environment, with specific onsite and remote details discussed during the interview.
What You’ll Bring
- Knowledge of Indigenous Trusts and experience working with Indigenous communities.
- Strong organizational, communication, and relationship-building skills.
- Familiarity with financial planning, investments, and Trust compliance.
- 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
- Experience or exposure to Indigenous Trust administration or related Trust knowledge
- Proven experience working with Indigenous communities
- Commitment to community-led, innovative solutions and learning from Indigenous perspectives for sustainable prosperity
- Strong organizational skills with the ability to prioritize effectively
- Knowledge of accounting, financial planning, budgeting, and investing to support complex Trust administration
- Skilled in preparing detailed, professional correspondence using specialized Trust 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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