Trust Associate, CIBC Trust Associate Program

Found in: Talent CA C2 - 2 weeks ago

Calgary, 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 will be doing

When you become a Trust Associate, you will be joining an admired and respected bank that for more than a century, has been helping businesses reach their full potential in a team of professionals who provide Trust Services to high net worth clients. Through a structured and comprehensive training program that includes online tutorials/presentations and on-the-job training, you will have the opportunity to learn how to manage the administration and client relationships for a range of CIBC Trust accounts of straightforward to moderate complexity.

As a Trust Associate, your primary accountability is the timely, accurate, and professional administration of estate, trust and power of attorney accounts, while adhering to all CIBC Trust Policies & Procedures. This includes tracking, monitoring and compliance with the governing documents and taking responsibility for the resolution of all operational, technical and discretionary issues encountered in the management of the accounts. You will collaborate with internal experts (i.e. Investment Management, Tax Department & Property Management) as applicable on the ongoing administration and/or to address issues.

You’ll begin your journey with Orientation Activities to help you get acclimated to the team and role and will equip you with the skills and knowledge to provide the best possible experience to CIBC clients – we know there’s a learning curve and we’re here to help. It’s hands-on, so you’ll get the real-life experience you need to rise to the challenge. You will complete a number of training sessions related directly to the role including account opening, cash management, AML requirements, fee collection, distributions, account closures etc. As an new Trust Associate you will have ongoing coaching and mentoring by your leader. You’ll have an opportunity to develop a number of soft skills including empathy, how to have difficult conversations and time management. After 6 to 7 months into the program, you will be given accounts to administer where you will be able to showcase newly acquired skills and knowledge.

Important information:

Applications should include your resume (no more than 2 pages) and cover letter (no more than 1 page) Work locations: Vancouver or Calgary

How you'll succeed

Client Engagement - Enhance relationships by collaborating with your team and ensuring client needs are met. Respond to requests by answering questions with sensitivity and providing an exceptional experience. 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. Engage external professionals as required. Consult with Investment Management to monitor account investments to ensure consistency with account objectives, constating documents and legislation. Trust & Estate Acumen – Ensure account onboarding and management align with the unique needs of clients and the characteristics of Estates and Trust. Establish effective tracking, monitoring and compliance with the governing document and take responsibility 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. Optimize account administration by identifying and implementing process improvements. Coaching and Mentoring – Contribute to the oversight and supervision of the workflow of a Trust Administrator, 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. Innovation - Make an impact by assisting in problem solving and finding solution and often going above and beyond in assisting to find a resolution.

Who you are

You give meaning to data. Research is your thing You enjoy analyzing complex problems and making sense of information. You’re confident in your ability to communicate detailed information in an impactful way. You’re motivated by collective success. You know that relationships and networks are essential and you enjoy collaborating with a team to come up with innovative solutions to a problem that will make a difference today and tomorrow. You’re goal oriented. You are focused on meeting your goals and delivering your best efforts to make an impact on the client and the team. You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity. You embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best. Financial Literacy . You have 5 years of financial experience and a good understanding of the Estate, Trust and Power of Attorneys, investing and budgeting. Exceptional verbal communication and writing skills sufficient to prepare correspondence containing detailed description and explanations to clients or external partners. Values matter to you. You want to bring your whole self to work so work for a company that acknowledges everyone’s unique talents, and empowers teams to do what’s right.

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

Vancouver-400 Burrard St, 7th

​

​ Type d’emploi

Permanent

Heures de travail hebdomadaires

37.5

Compétences

Communication, Comptes de succession, Expérience client (CX), Pensée analytique, Procuration, Services fiduciaires, Travailler de manière collaborative

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