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 we strive to create opportunities to tap into your potential, recognizing you 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 solutions
Business development and sales targets
Client relationship management
Estate and trust legislative knowledge
Bilingual in French and English
Nice-to-have
Building strong client relationships
Identifying partnership opportunities
Bringing your real self to work
Embracing diverse networks
Key Requirements
5+ years of experience in estate and trust or financial services
Post-secondary degree
Relevant professional accreditations (MTI, TEP)
Proven experience in sales and business development
Knowledge of estate, trust, and power of attorney administration