Senior Trust Officer
CIBC
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html)
**What You’ll Be Doing**
As the Senior Trust Officer, you will be responsible for the ongoing account management and administration of Estates, Trusts and Powers of Attorney. This involves partnering with a specialized team of professionals within Wealth Management dedicated to working with Estates, Trusts and Powers of Attorney. Primary accountability for the timely, accurate, and professional administration of large and complex estate, trust and power of attorney accounts. You will identify and mitigate account risks while adhering to all CIBC Trust Policies & Procedures, including cash management, fee collection, account opening, etc.
_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._
The expected annualized base salary range for this role is $75,870 to $104,320.
The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.
In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program.
We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.
**How You’ll Succeed**
+ **Collaboration -** Build and maintain strong relationships with clients, beneficiaries, and co-fiduciaries. Partner with internal teams (Investment Management, Tax Department) and engage external professionals as needed.
+ **Trust & Estate Acumen -** Demonstrate detailed knowledge of trust, estate, and POA administration, including Indigenous Trusts. Optimize account management and ensure compliance with governing documents.
+ **People Management -** Mentor and coach team members, fostering a positive work environment and supporting their development. Ensure adherence to policies, standards, and controls.
+ **Client Experience -** Take ownership and accountability for efficient client problem resolution. Enhance customer loyalty and satisfaction.
**Who You Are**
+ **You have a university degree** or equivalent.
+ **You can demonstrate 8-10 years of experience in** the Estate & Trust Industry. You are skilled in accounting, investing, and communicating complex financial, estate, and trust issues. You are proficient with Microsoft Applications and familiar with portfolio management tools.
+ **You’re a certified professional.** It is an asset if you have obtained the Member Trust Institute (MTI), Trust and Estate Practitioner (TEP) designation(s) and/or it is an asset if you have current accreditation and are in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) to support investments administered under this platform.
+ **You're driven to succeed.** You are motivated by accomplishing your goals and delivering your best to make an impact. You are results-oriented, possess strong decision-making abilities, and excel in customer service management.
+ **Values matter to you.** You bring your real self to work, and you live our values – trust, teamwork and accountability.
\#LI-TA
**What CIBC Offers**
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
+ We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
+ Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
+ We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
**What you need to know**
+ CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
+ CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
+ You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
+ We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
+ We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
**Job Location**
Vancouver-400 Burrard St, 7th
**Employment Type**
Regular
**Weekly Hours**
37.5
**Skills**
Analytical Thinking, Communication, Customer Experience (CX), Decision Making, Estate Accounts, New Business Development, Power of Attorney (POA), Relationship Building, Trust Services, Work Collaboratively
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
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