What You’ll Be Doing

As an essential member of CIBC Private Wealth, the Senior Trust & Estate Consultant (STEC) works in a 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 proactively grow our estate and trust business, while providing clients with holistic estate planning.

How You’ll Succeed

• Business Development – Close sufficient new business to meet sales targets for agency and fiduciary appointments. Proactively build partnerships with local representatives of Private Wealth Management, Wood Gundy, Imperial Service and with local centres of influence, lawyers, and accountants. Create and implement a regional plan for sourcing business and raising awareness of CIBC Trust products. Assess new business opportunities, gather all re...