Associate Trust and Estate Consultant

7 months ago

Vancouver, Canada CIBC Full time

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

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.

To learn more about CIBC, please visit

What You’ll Be Doing

The Associate Trust & Estate Consultant (ATEC) supports the business development teams for all markets across the Region in administration, business development, marketing, client sales meetings, relationship management and site visits, working closely with Regional Directors (RDs), Senior Trust & Estate Consultants (STECs), Trust & Estate Consultants (TECs) and Trust Officers (TOs) to ensure excellent client service.
- At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview._

The pay range for this role is $51,620.00 - $71,370.00

How You’ll Succeed
- Client Service - Communicate with partners to qualify clients for Trust services and gather initial information. Coordinate client meetings and prepare materials, including marketing packages. Attend client meetings with STEC/TEC and lead meetings where client profile is low complexity.
- Operational Excellence - Prepare New Business Acceptance documents for Executor, Trustee and Power of Attorney (POA) accounts and Agency accounts, according to policies and procedures. Organize communications/meetings with partners, clients and COIs. Attend to tracking and follow up of new business opportunities. Assist with client and partner presentations. Identify potential risks and escalate concerns appropriately in a timely manner.
- Sales & Marketing - Promote partner awareness of Trust services, particularly at times of staff turn-over. Partner effectively with RDs, STECs and TECs to ensure a smooth hand-off during client onboarding. Collaborate with Trust Officers, Property Managers, Investment Managers, Tax Officers, and Wills Department to administer accounts effectively and deliver excellent client service. Pro-actively refer clients and beneficiaries to CIBC partners. Maintain current knowledge of estate, trust and POA/Guardianship matters, including jurisprudence, legislation, tax rules and regulations.
- Administrative Support - Travel to client properties and safety deposit box locations to secure estate/POA assets and gather required documents. Oversee work completed by 3rd party service providers, to ensure dual custody of estate assets. Liaise with property management firms, appraisers, auction houses, co-fiduciaries and beneficiaries.

Who You Are
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do. Travel will be required throughout the Region.
- You can demonstrate expert experience and knowledge of banking and related financial services typically obtained through a minimum of three years experience in the financial services industry. You have experience building and maintaining High Value client relationships. You have well-developed research and evaluation skills to make prudent recommendations.
- You are a certified professional with completion of professional accreditations to become a Member, Trust Institute (MTI) or Trust and Estate Practitioner (TEP) within a reasonable timeframe.
- You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making and you have demonstrated ability to effectively judge and manage individual/company/client risk while exercising discretion.
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork and accountability.

What CIBC Offers

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.- 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.- 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.
- Subject to plan and program terms and conditions

What you need to knowYou need to be legally eligible to work at the location(s

  • Estate & Trust Consultant - Vancouver

    4 months ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 202621 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a **Scotiatrust Estate & Trust Consultant,** you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, you will...

  • Estates and Trusts Administrator

    2 days ago

    Vancouver, Canada EQ Bank | Equitable Bank Full time

    The Work:The primary purpose of this position is to support the Sr. Trust Advisor(s) in administering estate or trust files and is responsible for the day-to day administrative functions of Estate and Trust client files.The Core Responsibilities Of The Job:Ensure that the estate/trust are administered according to the Will/Trust Deed, appropriate legislation...

  • Estates and Trusts Administrator

    2 days ago

    Vancouver, Canada EQ Bank | Equitable Bank Full time

    The Work:The primary purpose of this position is to support the Sr. Trust Advisor(s) in administering estate or trust files and is responsible for the day-to day administrative functions of Estate and Trust client files.The Core Responsibilities Of The Job:Ensure that the estate/trust are administered according to the Will/Trust Deed, appropriate legislation...

  • Trust Administrator

    7 months ago

    West Vancouver, Canada Heritage Trust Company Full time

    **Your daily duties and responsibilities will include**: - Under the guidance of senior trust officers, opening new files and managing basic trusts and estates while ensuring adherence to regulatory guidelines; - Maintain accuracy of client information; - Document all communications with clients; - Maintaining a bring forward system; - Occasional bank runs;...

  • Will & Estate Consultant

    4 months ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an integral member of Wealth Management Services, your role as a Will & Estate Consultant is to work with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables...

  • Estate Trust Administrative Professional

    3 days ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    At Scotiabank, we're seeking an Estate Trust Administrative Professional to join our team. This role is based in Vancouver, British Columbia, and offers a competitive salary of $60,000 - $80,000 per year.Job Description:We're looking for a highly organized and detail-oriented individual to provide administrative support to our Estate & Trust Consultants. As...

  • Estate and Trust Administrator

    7 days ago

    Vancouver, Canada Odlum Brown Full time

    **ODLUMBROWN.COM** **Estate and Trust Administrator - Vancouver **FIRM OVERVIEW** Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of...

  • Regional Estate

    7 months ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 196328 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Scotiatrust Regional Estate & Trust Administrator** As a Scotiatrust Regional Estate & Trust Administrator, you are responsible for providing Estate & Trust Consultants (ETCs) with the support they require to drive new business...

  • Lawyer - Wills, Estates & Trusts Solicitor

    6 months ago

    Vancouver, Canada Watson Goepel Full time

    **Lawyer - Wills, Estates & Trusts Solicitor**: Years of Experience -4+ years Firm: Watson Goepel LLP - West Vancouver Office (Dundarave) & Vancouver Firm Practice Areas: Wills, Trusts and Estates; Personal Injury; Litigation & Dispute Resolution; Business Law and Family Watson Goepel LLP is a full-service firm in business for over 35 years. We have 35+...

  • Regional Estate

    5 days ago

    Vancouver, Canada Scotiabank Full time

    **Requisition ID**: 148440 We are committed to investing in our employees and helping you continue your career at Scotiabank. The Regional Estate and Trust Administrator provides administrative support to the Estate and Trust Advisor (ETA) and Regional Trust Officer (RTO) in the regional MD Private Trust Office. They will assist in the administration of...

  • Estate and Trust Advisor

    7 months ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 197462 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The primary responsibility of the Estate and Trust Advisor is to provide estate planning and trustee services to MD clients by: - Business Development: Review and assess with clients their individual and family estate planning...

  • Trust Associate

    2 weeks ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 155053 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day to...

  • Real Estate Sales Specialist

    7 months ago

    Vancouver, Canada Bespoke Real Estate Group Full time

    Fantastic opportunity here in local Real Estate! We are looking for a go-getter Real Estate Sales Agent! Want to make a lot of money and work with talented people? Love helping people find the home of their dreams? So do we! We are looking for a motivated real estate sales agent who is passionate about making the home selling/buying experience as great as...

  • Trust and Estate Account Manager

    3 weeks ago

    Vancouver, British Columbia, Canada Bank of Montreal Full time

    At the Bank of Montreal, we are seeking a highly skilled Trust and Estate Account Manager to join our team. As a key member of our organization, you will be responsible for providing exceptional client service, managing trust and estate accounts, and ensuring compliance with regulatory requirements.About the RoleThis is a challenging and rewarding role that...

  • Team Lead, Estate and Trust

    14 hours ago

    Vancouver, Canada Odlum Brown Full time

    This year, Odlum Brown celebrates its 99th anniversary as an independent, employee-owned, full-service investment firm. We are honoured to be recognized as one of Canada’s Best Managed Companies for 23 consecutive years and as one of Canada’s Most AdmiredTM Corporate Cultures. **CULTURE AND VALUES** We are very proud of the vibrant culture that we have...

  • Regional Estate

    7 months ago

    Vancouver, Canada MD Financial Management Full time

    Requisition ID: 196328 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Regional Estate & Trust Administrator - MD Private Trust** As a Regional Estate and Trust Administrator, you will provide administrative support to the Estate and Trust Advisor (ETA) and Regional Trust Officer (RTO) in the...

  • Wills and Estates Associate

    2 days ago

    Vancouver, British Columbia, Canada David Aplin Recruiting Full time

    We are excited to collaborate with a reputable mid-sized firm in Vancouver, seeking an accomplished Wills & Estates associate to join their West Vancouver team. This is a fantastic opportunity for a talented individual to work alongside an established team with ample opportunities directly from the leading Partner.CompensationThe annual salary for this role...

  • Associate

    7 months ago

    Vancouver, Canada Strategic Real Estate Full time

    Strategic Real Estate Ltd. is a fully licensed boutique commercial real estate brokerage providing real estate solutions to clients for over 20 years. We believe in building long term client relationships through delivering intelligent, honest, professional, individualized service in the real estate industry. **Associate Responsibilities**: - Work in a...

  • Trust Associate

    7 months ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 199823 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day to management,...

  • Executive Legal Counsel Opportunities in Wills, Trusts and Estates

    3 weeks ago

    West Vancouver, British Columbia, Canada Watson Goepel Llp Full time

    Job OverviewWe are seeking an experienced legal professional to join our team at Watson Goepel LLP. With a focus on wills, trusts, and estates, this role presents a unique opportunity to leverage your expertise and make a meaningful impact.About UsOur firm is a respected name in the industry, with over 40 years of experience serving clients in Vancouver and...