Executive Trust Officer

6 months ago

Toronto, Canada CIBC Full time

Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. 

À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu’ils sont et ce qu’ils font. 

Pour en savoir plus sur la Banque CIBC, visitez le site .

What You’ll Be Doing The Executive Trust Officer is responsible for providing indirect oversight and guidance to a team to administer estates, trusts, and power of attorney accounts, personally administering the larger, more complex accounts. The role applies professional knowledge in the management of departmental budgets, costs, staffing and managerial planning, partnering with internal experts to provide guidance on client investment, tax and property issues. The ETO analyzes issues, data, processes and situations, identifying and mitigating account risks while adhering to all CIBC trust policies and procedures. The role applies innovation, and substantial communication and problem-solving skills in effectively leading and coaching the team, providing technical assistance and resolving escalated issues.

How You’ll Succeed

Collaboration – Develop and maintain a strong partnership with the clients/beneficiaries in order to provide excellent client service. Effective and open communication is critical to ensure parties are informed of key activities, milestones and deliverables. Partner effectively with internal experts from the Investment Management and Tax Department, to provide oversight and guidance on client investment and tax issues. Engages external professionals as required. Supervises account investments to ensure consistency with account objectives, documents and legislation. Trust & Estate Acumen - Ensure the onboarding and account management aligns with the unique needs of clients and the characteristics of Estates and Trust. Establish effective tracking, monitoring and compliance with the governing document and responsible for the resolution of all operational, technical and discretionary issues encountered in the management of the accounts. Assist in developing standards in administration and vetting new and/or changes to policies and procedures. Optimizes account administration by identifying and implementing process improvements. People Management – Accountable to oversee and supervise the workflow of staff by providing ongoing technical assistance to support the achievement of the business unit’s priorities and CIBC’s overall goals. Create a positive work environment and be an effective role model by championing CIBC’s mission, vision and values. Ensure compliance with policies, standards, guidelines and controls by applying the policies and controls fairly and consistently so employees understand what to expect.

Who You Are

You can demonstrate 8 - 12 years of experience in the Estate & Trust Industry. A detailed knowledge of accounting and investing sufficient to administer a range of moderately complex Estate, Trust and Power of Attorney Accounts. You’re a certified professional . It is an asset if you have obtained the Member Trust Institute (MTI) and/or Trust and Estate Practitioner (TEP) designation(s). Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard. You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way. You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact. Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

.

Ce que la Banque CIBC vous offre

À la Banque CIBC, vos objectifs sont une priorité. En fonction de vos forces et de vos ambitions en tant qu’employé, nous nous efforçons de créer des occasions qui vous permettront d’exploiter votre potentiel. Notre objectif est de vous offrir une carrière, pas uniquement un chèque de paie.

Nous nous efforçons de vous récompenser de façon personnalisée et pertinente, notamment en vous offrant un salaire concurrentiel, une rémunération au rendement, des avantages bancaires, l’adhésion à un programme d’avantages sociaux*, à un régime de retraite à prestations déterminées* et à un régime d’achat d’actions par les employés, des vacances, du soutien pour votre bien-être et Créateur de moments, notre programme social de reconnaissance basé sur des points.

Grâce à nos espaces et à nos outils technologiques, il devient facile de réunir les grands esprits pour créer des solutions novatrices qui améliorent les choses pour nos clients.

Nous favorisons une culture qui encourage l’expression de vos ambitions au moyen d’initiatives comme la journée Raison d’être, une journée de congé payé dont vous pouvez profiter pour investir dans votre croissance et votre perfectionnement.

* Sous réserve des modalités du régime et du programme

Ce que vous devez savoir

La Banque CIBC s’est engagée à créer un milieu de travail intégrateur où tous les membres de l’équipe et les clients se sentent à leur place. Nous recherchons des candidats dotés d’un large éventail de compétences et offrons une expérience accessible aux candidats. Si vous avez besoin d’une solution d’adaptation, écrivez à .

Vous devez être légalement admissible à travailler au Canada dans les lieux précisés ci-dessus et, s’il y a lieu, détenir un permis de travail ou d’études valide.

Lieu de travail

Toronto-81 Bay, 11th Floor

​

​ Type d’emploi

Permanent

Heures de travail hebdomadaires

37.5

Compétences

Communication, Comptes de succession, Expérience client (CX), Gestion des personnes, Group Problem Solving, Pensée analytique, Procuration, Services fiduciaires, Travailler de manière collaborative

  • Executive Trust Officer

    6 months ago

    Toronto, Canada TD Bank Full time

    **Executive Trust Officer**: - 416177BR **Job Category - Primary** - Wealth Management **Work Location** - 2 St Clair Avenue East Corporate **Employment Type** - Regular **City** - Toronto **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Private Wealth...

  • AVP Trust Services

    2 months ago

    Toronto, Canada Peoples Trust Full time

    Job Details Description About us: Peoples Group is a boutique financial institution with offices located in Vancouver, Calgary, Toronto, and Montreal that has been in the Canadian marketplace for over 35 years. Our mission is to exceed our customers' expectations by providing exceptional customer service backed by extensive product knowledge...

  • Executive Trust Officer, Indigenous Trust

    2 days ago

    Toronto, 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...

  • Executive Trust Officer

    6 months ago

    Toronto, 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...

  • Account Manager, Institutional Trust

    6 months ago

    Toronto, Canada Northern Trust Corp. Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...

  • Regional Trust Officer

    6 months ago

    Toronto, Canada MD Financial Management Full time

    Requisition ID: 181085 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Come join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Regional Trust Officer's primary responsibility is to lead the client relationship and administration activities for...

  • Trust Officer

    6 months ago

    Toronto, Canada Cassels Brock & Blackwell LLP Full time

    **About Us**: Cassels Brock & Blackwell LLP is a leading national law firm focused on serving the transaction, advocacy and advisory needs of Canada’s most dynamic business sectors. We have one of the largest business law practices in the country, serving multinational, national and mid-market clients from our offices in Toronto, Vancouver and...

  • Office Coordinator

    1 month ago

    Toronto, Ontario, Canada Peoples Trust Full time

    About the Role:As an Office Ambassador at Peoples Trust, you will be the first point of contact for employees, vendors, and customers, providing exceptional support and service. Your responsibilities will include managing the day-to-day operations of the office, overseeing facilities and premises, and ensuring a professional and tidy work environment.Key...

  • Associate Trust Officer/trust Officer

    3 months ago

    Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** Offrir des services professionnels aux titulaires de comptes de fiducie et assurer la conformité à toutes les procédures, politiques et réglementations bancaires. S’appuyer sur un ensemble complet de pratiques, de connaissances et d’aptitudes pour réaliser des affectations. **What is the opportunity?** As an Associate Trust...

  • Executive Trust Officer

    6 months ago

    Toronto, Canada TD Bank Full time

    **Work Location**: Toronto, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **KEY ACCOUNTABILITIES** **CUSTOMER** - **Facilitate the integration of Trust products by clearly understanding the evolving needs and circumstances of the clients and by working closely with business partners to ensure all Trust needs are...

  • Trust Officer

    6 months ago

    Toronto, 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...

  • St Trust Officer

    6 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 197000 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a **Trust Officer** working in a Scotia Wealth Management office, you are a trusted and experienced relationship manager supporting the company's strategy and revenue goals by profitably delivering a best in class client...

  • Trust Officer

    6 months ago

    Toronto, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...

  • Trust Officer

    3 weeks ago

    Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high net worth...

  • Business Risk Management Professional

    4 weeks ago

    Toronto, Ontario, Canada Peoples Trust Full time

    At Peoples Trust, we are seeking a highly skilled Business Risk Management Professional to join our team.About the RoleThis is an exciting opportunity for a results-driven professional with strong experience in implementing risk management policies, procedures, and training programs. If you have a track record in identifying and evaluating risks,...

  • Trust Officer

    3 weeks ago

    Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high net worth...

  • Trust Officer

    2 weeks ago

    Toronto, Canada RBC Full time

    Job Summary Job Description What is the opportunity? As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high...

  • Trust Officer

    2 weeks ago

    Toronto, Canada RBC Full time

    Job Summary Job Description What is the opportunity? As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high...

  • Trust Officer

    2 weeks ago

    Toronto, Canada RBC Full time

    Job SummaryJob DescriptionWhat is the opportunity? As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high net...

  • Trust Officer

    2 weeks ago

    Toronto, Canada RBC Full time

    Job SummaryJob DescriptionWhat is the opportunity? As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high net...