Join CIBC Private Wealth as a Senior Trust & Estate Consultant in Halifax. You'll focus on business development and client engagement to enhance estate and trust services.
In this role, you will work with internal teams and external partners to ensure CIBC's estate planning solutions are top-tier. Your responsibilities will include establishing new business opportunities, fostering relationships, and staying updated on industry trends. Creativity and problem-solving skills will be instrumental in providing valuable client solutions.
Key Responsibilities:
• Close new business support for trust and estate services
• Build strong partnerships with local lawyers and accountants
• Deliver customized trust solutions for clients
• Conduct educational seminars for target audiences
• Track and analyze business development performance
Requirements:
• 5+ years in estate and trust or financial sectors
• Post-secondary degree with relevant accreditations
• Proven ab...