Senior Trust & Estate Consultant

CIBC Capital Markets

Saskatoon, Saskatchewan, Canada
Base: $92,490.00 - $120,00.00; bonus/equity: not s...
Fully remote
Estate and trust services delivery
Business development and planning
Client relationship management
As an essential member of CIBC Private Wealth, the Senior Trust & Estate Consultant provides estate and trust solutions to CIBC clients, responsible for business development and service delivery in their assigned region

Job Summary

  • As an essential member of CIBC Private Wealth, the Senior Trust & Estate Consultant provides estate and trust solutions to CIBC clients, responsible for business development and service delivery in their assigned region.
  • The role involves building partnerships with internal CIBC advisors and external centres of influence to service and grow the estate and trust business, while providing clients with holistic estate planning.
  • CIBC offers a competitive salary range of $92,490.00 - $120,00.00, along with a comprehensive benefits program, defined benefit pension plan, and opportunities for career growth.

Matching Summary

As an essential member of CIBC Private Wealth, the Senior Trust & Estate Consultant provides estate and trust solutions to CIBC clients, responsible for business development and service delivery in their assigned region.

Salary

Base: $92,490.00 - $120,00.00; Bonus/Equity: Not specified; Benefits: banking benefits, benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support, MomentMakers

Skills & Requirements

Must-have

  • Estate and trust services delivery
  • Business development and planning
  • Client relationship management
  • Internal and external partnerships
  • Trust education sessions

Nice-to-have

  • Relationship-oriented bank
  • Holistic estate planning
  • Diverse network of partners
  • Values trust, teamwork, accountability

Key Requirements

  • 5+ years of experience in estate and trust or financial services
  • Proven sales and business development experience
  • Knowledge of estate, trust, and POA/guardianship administration
  • Knowledge of relevant legislation and regulations
  • Post-secondary degree
  • Member, Trust Institute (MTI) and/or Trust and Estate Practitioner (TEP) accreditation

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter