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Trust & Estate Consultant

CIBC
Calgary, CAN
Full-time
Mid · 3+ years experience
Onsite
Discovered 4 days ago
Business development

Full Job Posting

Who You Are

  • You have experience in sales and business development and knowledge of the administration of estates, trust and powers of attorney/guardianship. You also have knowledge of legislation and regulations pertaining to the administration of estates and trusts, gained from 3+ years of experience in the estate and trust or financial services industry.
  • You put our clients first. You have strong sales, interpersonal, communication, presentation and relationship management skills sufficient to build strong relationships with clients and to identify partnership opportunities.
  • You are a certified professional. You have a post-secondary degree and willingness to complete professional accreditation such as the Member Trust Institute (MTI), and/or Trust and Estate Practitioner (TEP) within a reasonable timeframe.
  • You are goal-oriented. You have good judgement and are able to balance multiple priorities while meeting critical timelines.
  • You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.
  • #LI-TA
  • What CIBC Offers
  • At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
  • Subject to plan and program terms and conditions
  • What you need to know
  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]
  • CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
  • We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
  • We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
  • Job Location
  • Calgary-301-8th Ave. SW, 3rd
  • Employment Type
  • Regular
  • Weekly Hours
  • 37.5
  • 5
  • Analytical Thinking, Communication, Customer Experience (CX), Decision Making, Estate Accounts, New Business Development, Power of Attorney (POA), Relationship Building, Trust Services, Work Collaboratively

Skills

  • Analytical Thinking, Communication, Customer Experience (CX), Decision Making, Estate Accounts, New Business Development, Power of Attorney (POA), Relationship Building, Trust Services, Work Collaboratively

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