Senior Trust

Join to apply for the Senior Trust & Estate Consultant role at CIBC 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 CIBC.com. The pay range salary for this role is $92,490.00 - $120,000.00. 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. What You’ll Be Doing Business Development - Create and implement a regional business development plan to promote and source new business, while raising awareness of CIBC Trust products and Private Wealth services. Assess new business opportunities, identify potential risks, and provide mitigation strategies where required. Pro‑actively refer clients and beneficiaries to CIBC partners to provide wealth services and solutions. Relationship Building - Pro‑actively build partnerships with CIBC Private Wealth, Wood Gundy and Imperial Service advisors, local centres of influence, lawyers and accountants to deliver estate planning services and solutions to HNW clients within your assigned region. Provide Solutions - Deliver trust & estate services within your assigned region. Provide trust education sessions to internal partners and participate in client seminars. Keep abreast of trust & estate legislative changes, jurisprudence, and shifting industry trends to effectively provide the best solutions to our clients. How You’ll Succeed Business Development - Create and implement a regional business development plan to promote and source new business, while raising awareness of CIBC Trust products and Private Wealth services. Assess new business opportunities, identify potential risks, and provide mitigation strategies where required. Pro‑actively refer clients and beneficiaries to CIBC partners to provide wealth services and solutions. Relationship Building - Pro‑actively build partnerships with CIBC Private Wealth, Wood Gundy and Imperial Service advisors, local centres of influence, lawyers and accountants to deliver estate planning services and solutions to HNW clients within your assigned region. Provide Solutions - Deliver trust & estate services within your assigned region. Provide trust education sessions to internal partners and participate in client seminars. Keep abreast of trust & estate legislative changes, jurisprudence, and shifting industry trends to effectively provide the best solutions to our clients. Who You Are You have industry experience: Proven experience in sales and business development and knowledge of the administration of estates, trusts and powers of attorney/guardianship. You also have knowledge of legislation and regulations pertaining to the administration of estates and trusts, gained from 5+ years of experience in the estate and trust or financial services industry. You’re a certified professional: You have a post‑secondary degree and relevant professional accreditations such as Member, Trust Institute (MTI) and/or Trust and Estate Practitioner (TEP). Allied Professional qualifications (LL.B., C.A., CGA, CFP, PFPC) are an asset. You’re passionate about people: You find meaning in relationships and surround yourself with a diverse network of partners. You build trust through respect and authenticity, put our clients first, and have well‑developed sales, interpersonal, communication, presentation and relationship management skills suitable for high‑value client relationships. You’re a problem solver: Good judgement to manage individual, company, and client risk while exercising discretion. Able to balance multiple priorities while meeting critical timelines. Values matter to you: You bring your real self to work and live our values – trust, teamwork and accountability. What CIBC Offers 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 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 such as 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 Know 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 provide an accessible candidate experience. If you need accommodation, please contact You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute‑based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location Regina-1801 Hamilton - 4th Employment Type Regular Weekly Hours 37.5 Skills Analytical Thinking Communication Customer Experience (CX) Estate Accounts New Business Development Power of Attorney (POA) Relationship Building Trust Services Work Collaboratively #J-18808-Ljbffr