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Halifax Senior Trust & Estate Consultant Regional Municipality
Job Description & How to Apply Below
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 recent 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 recent business support for trust and estate services
- Build solid partnerships with local lawyers and accountants
- Deliver customized trust solutions for clients
- Conduct educational seminars for target audiences
- Track and analyze business development performance
- 5+ years in estate and trust or financial sectors
- Post‑secondary degree with relevant accreditations
- Proven ability in sales and relationship management
- Effective communication and presentation skills
- Skilled at balancing multiple priorities
Bring your expertise in trust and estate services to foster enduring client relationships at CIBC.
J-18808-Ljbffr
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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