Elevate your career with CIBC as a Senior Trust and Estate Consultant. Drive growth in estate planning and deliver exceptional service to high-net-worth clients through relationship building and business development.
Working within CIBC Private Wealth, you will play a pivotal role in delivering trust and estate solutions. This position requires robust sales acumen, knowledge of estate administration, and teamwork with internal partners and external advisors. You'll create business strategies to raise awareness and service our clientele holistically.
Key Responsibilities: • Build and implement a regional development plan • Foster relationships with wealth and estate advisors • Provide trust education and client seminars • Stay updated on legislation and industry trends • Coordinate with partners to deliver comprehensive solutions
Requirements: • 5+ years' experience in estate and trust • Proven sales and business development experience • Qualified accreditation such as TEP or MTI preferred • Solid communication and interpersonal skills • Ability to manage risks and meet deadlines
Unleash your potential while enhancing client relationships and trust services at CIBC. #J-18808-Ljbffr