Director of Indigenous Trust Oversight at CIBC

Lead Indigenous Trust Investment Oversight with CIBC in Toronto, ON. This director role focuses on compliance, investment management, and building client relationships for Indigenous Trust clients.

CIBC is seeking a Director for its Indigenous Trust Investment Oversight unit within Private Wealth Management. This full-time position requires 10+ years of investment management experience, a strong understanding of trust structures, and the Chartered Financial Analyst (CFA) designation. You will oversee investment decisions, ensure fiduciary responsibilities, and collaborate with internal partners to develop effective investment strategies.

Key Responsibilities:

• Conduct client due diligence and manage trust investments

• Oversee quarterly account reviews for compliance

• Develop and establish investment policies and frameworks

• Communicate and negotiate investment solutions with clients

• Monitor and report on investment performance and compliance

Requirements:

• 10+ years of relevant investment management experience

• Chartered Financial Analyst (CFA) designation required

• Knowledge of trust law and Indigenous issues

• Strong analytical and leadership skills

• Proficiency in MS Office, especially Excel

Utilize your investment expertise and leadership skills to guide Indigenous Trust investment oversight at CIBC.
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