Associate Trust and Estate Consultant

3 weeks ago

Thornhill, 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._

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) specified above and, where applicable, must have a val

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