Client engagement - Develop and maintain professional client relationships. Interact regularly with Clients, Beneficiaries, Lawyers, Accountants, and Financial Planners to discuss account administration.
Collaboration/Projects - Preliminary research for inquiries received; Investigations and participating in intra and inter-departmental meetings as requested; Participation on committees is encouraged. Annual Projects including preparing QI Documents for signature of the Executive Trust Officer; Preparing Annual Review Packages for files; Updating CLIPs; ensuring AML documentation in file and on TOPS.
Who you are
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
You’re a certified professional. You have enrolled or are willing to enroll in STEP CETA1: Foundations & Trust Administration or any CSI and/or STEP Estate & Trust related courses as well as the Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.
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
- Calgary-301-8th Ave. SW, 3rd
Skills
Analytical Thinking, Cash Flow Analysis, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Transaction Banking
