Trust and estate expertise drives client solutions at CIBC, combining business development and relationship management across your assigned region. Work arrangements are discussed during interviews.

As a Trust & Estate Consultant, you will deliver estate and trust services while growing business with internal partners and external centres of influence. You will assess opportunities, identify risks, and support solutions for clients. Your work includes estate administration, trust knowledge, and partnership development.

Key Responsibilities:

- Collaborate with Senior Trust and Estate Consultants on business plans
- Assess opportunities, gather information, and identify potential risks
- Build partnerships with Private Wealth and Wood Gundy representatives




- Refer clients to CIBC partners and support client onboarding
- Deliver information sessions and participate in client seminars

Requirements:

- Three or more years in estate, trust, or financial services
- Knowledge of estate, trust, and power administration
- Strong sales, communication, presentation, and relationship skills
- Post-secondary degree and qualified accreditation willingness
- Good judgment while balancing multiple priorities and timelines

Apply your estate administration, sales, and relationship management expertise to expand CIBC Trust services and serve clients effectively.

📌 Trust and Estate Business Consultant (Calgary)
🏢 CIBC
📍 Calgary