Partnerships with internal and external stakeholders
As an essential member of CIBC Private Wealth, the Senior Trust & Estate Consultant (STEC) works in team environment to provide estate and trust solutions to CIBC clients
Job Summary
As an essential member of CIBC Private Wealth, the Senior Trust & Estate Consultant (STEC) works in team environment to provide estate and trust solutions to CIBC clients.
You will be responsible for business development and the delivery of estate and trust services in your assigned region, working with internal partners and external centres of influence to service and pro-actively grow our estate and trust business, while providing clients with holistic estate planning.
At CIBC, your goals are a priority and they strive to create opportunities to tap into your potential, recognizing employees in meaningful, personalized ways.
Matching Summary
As an essential member of CIBC Private Wealth, the Senior Trust & Estate Consultant (STEC) works in team environment to provide estate and trust solutions to CIBC clients.
Skills & Requirements
Must-have
Estate and trust services delivery
Business development and sales targets
Partnerships with internal and external stakeholders
Estate and trust legislative knowledge
Bilingual French and English proficiency
Nice-to-have
Relationship-oriented banking approach
Holistic estate planning
Client-centric problem solving
Diverse network of partners
Values driven work environment
Key Requirements
5+ years experience in estate and trust or financial services
Post-secondary degree required
Member, Trust Institute (MTI) or Trust and Estate Practitioner (TEP) certification
Proven sales and business development experience
Knowledge of estate, trust, and power of attorney administration