CIBC Private Wealth Estate Consultant

Become a key player at CIBC Private Wealth as a Senior Trust & Estate Consultant in Halifax, Nova Scotia. Leverage your expertise in estate planning and business development to provide exceptional client solutions. As a vital team member, the Senior Trust & Estate Consultant focuses on enhancing estate and trust services.

This role involves business development, collaborating with partners, and providing clients with comprehensive estate planning. Your expertise will help clients navigate complex trust needs while meeting regional sales targets. Key Responsibilities: • Develop and deliver estate and trust services. • Collaborate with internal and external partners. • Provide holistic estate planning to clients. • Prepare business development reports monthly. • Conduct trust training sessions for partners.

Requirements: • 5+ years in estate and trust administration. • Strong knowledge of relevant legislation. • Proven business development track record. • Post-secondary degree with relevant certifications. • Excellent interpersonal and problem-solving skills. Utilize your trust and estate expertise to support CIBC Private Wealth in Halifax and make a lasting impact. #J-18808-Ljbffr