Job Description
Shape the future of estate planning with CIBC Private Wealth as a Senior Trust & Estate Consultant. Leverage your expertise in business development and relationship management to provide valuable estate and trust solutions.
In this pivotal role, you will drive business development and deliver tailored estate services. Collaborating with internal partners and external influencers, you’ll enhance CIBC’s estate and trust business. Successful candidates will possess at least five years of experience in estate and trust administration, enabling them to effectively engage clients and create solutions that meet their needs.
Key Responsibilities:
• Drive new business to meet sales targets
• Build and maintain partnerships with key stakeholders
• Deliver Trust & Estate services in your region
• Conduct trust training sessions for partner audiences
• Provide on-going client support and onboarding
Requirements:
• Minimum 5 years in estate and trust or financial service...
In this pivotal role, you will drive business development and deliver tailored estate services. Collaborating with internal partners and external influencers, you’ll enhance CIBC’s estate and trust business. Successful candidates will possess at least five years of experience in estate and trust administration, enabling them to effectively engage clients and create solutions that meet their needs.
Key Responsibilities:
• Drive new business to meet sales targets
• Build and maintain partnerships with key stakeholders
• Deliver Trust & Estate services in your region
• Conduct trust training sessions for partner audiences
• Provide on-going client support and onboarding
Requirements:
• Minimum 5 years in estate and trust or financial service...