Senior Trust & Estate Consultant (STEC)- 18-month Secondment

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.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on‑site and remote work) will be discussed at the time of your interview.

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 Servic...