Estate Specialist

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  team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

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The National Estates Department manages estate‑related matters, including account settlements, escalations, and compliance, while supporting clients and their representatives through an emotional and challenging time. As an Estate Specialist, you will be providing end‑to‑end support for estate settlement and play an integral role in our clients’ estate journey. This role requires knowledge of all banking products (i.e., deposit accounts, investments, lending, mortgages, etc.).

This role requires speaking with retail partners and will require you to speak to clients directly; therefore empathy plays a key role in having those sensitive conversations. Please note that there are multiple opportunities under this job posting.

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.

• Collaborative & Strong Communicator – Work collaboratively with Banking Centre employees and support Executors and estate beneficiaries on all aspects of the estate of a deceased client. Comfortable with phone conversations and phone etiquette.
• Client‑Focused – Escalate to banking Centre employees all issues that may impact the ongoing client relationship. Ability to empathise and deliver status updates on Estate matters to our Clients.
• System Savvy – Able to navigate many varied systems and is technically savvy. Examples of systems used in this role: COINS, ECIF, ICBS, CRS, PESA.
• Knowledge of products – An asset if you are familiar with any Simplii products; bank accounts; credit cards; lending; investments; mortgages, etc.
• Multi‑Tasker – Experienced with multi‑tasking and working in fast‑paced, often‑changing environment. Experience working in a team where processes and procedures are changing and updating.
• Detail‑Oriented – Complete all necessary activities related to the processing of all parts of an estate. Act as the Subject Matter Expert on dealing with the estate of a client and the various product requirements to settle the deceased client’s estate.

• 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 understand that success is in the details. You notice things that others don’t. Your critical thinking skills help to inform your decision making.
• You’re driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.
• You embrace and champion change. You’ll continuously evolve your thinking and the way you work in order to deliver your best.
• 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.
• Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

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 recognise you in meaningful, personalised 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 Moment Makers, our social, points‑based recognition programme.
• 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…