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
What You’ll Be Doing
As the Consultant, Professional Services, you will be reporting to the Director, Professional Services and will be responsible for assisting with new business and Will Departments activities relating to the acceptance of new clients in CIBC Trust. You will also manage the review schedule of policies and procedures and assist with the updates as required. Other work includes regulatory implementation, compliance and work in advancing strategic initiatives.
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
Immediate & Deferred New Business - Daily monitoring of the New Business Mailbox, reviewing submissions for completeness, accuracy and risk identification and assessment. Respond to questions from Sales on new business, procedures and policies. Track new business both approved and declined and provide Senior Management with trends based on Sales person/geographic/type of business, etc. Identify trends in gaps for training opportunities and/or process improvements. Participate in any projects relating to strategic sales initiatives.
Policies & Procedures review - Maintain a schedule of reviews for all of CIBC Trust policies and procedures and assist in updates and the creation of new ones.
Risk Management, Regulatory and Compliance - Assist with monitoring compliance with certain Policies and Procedures. Review cash balance/overdraft reporting and identify gaps/discrepancies. Complete quarterly key accountability reviews within set timelines, review transactions in accounts for incapable POAs as well as assist in ensuring AML and ITC requirements are being met. Participate in other regulatory activities including maintaining reporting and attending meetings as the delegate for the Director, Professional Services.
Wills Department Activities - Vet legal documents and gather required information. Ensure that Wills/POAs drafted by external lawyers are clear, meet CIBC Trust standards and include required provisions. Communication with Sales, clients, lawyers, other internal departments and financial institutions. Support Wills Administrator by responding to questions as they arise.
Who You Are
You’re a certified professional. Preferred professional LL.B qualifications and member in good standing with a provincial Law Society, or other international legal qualifications. Alternatively, Associate Member or Fellow Member Law Clerks of the Institute of Law of Ontario. MTI or TEP designations or commitment to obtain on an accelerated basis.
You have 1-2 years of experience within the Estate & Trust industry or other related professional experience. Experience working in a financial institution is also an asset.
You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.
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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.
- Subject to 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 [email protected]
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.
Expected End Date
2027-09-30
