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Added 24 mins ago
HM
Internal Medicine
Health Match BC
Salmon Arm, BC
- Full-time
Become a part of the dynamic General Internal Medicine team at Shuswap Lake Hospital! If you are passionate about your work, enjoy working within a strong team and are looking to practice…
Added 24 mins ago
HM
Psychiatry
Health Match BC
Kamloops, BC
- Part-time
…doing calls. The successful candidate may choose a blended service that includes admitting privileges at Royal Inland Hospital with the opportunity of a collegial relationship with 10 other…
Added 24 mins ago
HM
Internal Medicine
Health Match BC
Kamloops, BC
- Internship
…will possess good communication skills, be a collaborative team member, will thrive in an environment where there is a high level of clinical responsibility, and be within their first few…
Added 24 mins ago
S
restaurant assistant manager
Stacked
Port Hope, ON
- Full-time
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
Added 24 mins ago
S
restaurant assistant manager
Stacked
Goderich, ON
- Full-time
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
Added 24 mins ago
HM
Family Practitioner/General Practitioner
Health Match BC
Kelowna, BC
- Full-time
Working as a member of the interdisciplinary team in providing a coordinated service to patients including liaisons between the patient’s primary care practitioner and community programs…
Added 24 mins ago
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General Surgery
Health Match BC
Chilliwack, BC
- Internship
…opportunities for teaching and mentorship. Additionally, as a member of the Fraser Health medical staff, you will participate in the University of British Columbia (UBC) medical education…
Added 39 mins ago
AR
Housekeeper
Atria Retirement Canada - Longlake Chateau
Nanaimo, BC · BC-Nanaimo
- Part-time
As a valued team member at Atria, you’ll work in a supportive environment that provides advancement opportunities and promotes a healthy work-life balance. Apply now!
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Stevenson Memorial Hospital
Alliston, ON
- Internship
Member of Ontario Association of Medical Radiation Sciences (OAMRS) recommended.
Added 1 hour ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Member of Ontario Association of Medical Radiation Sciences (OAMRS) recommended.
Added 1 hour ago
H
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Hologic
Mississauga, ON
- Full-time
Collaborative and team-oriented, while also able to work independently with minimal supervision.
Added 1 hour ago
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Health Care Aide
The Salvation Army Canada and Bermuda Territory
Edmonton, AB
- Part-time
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Added 1 hour ago
SI
Sales Associate
SNDL Inc.
Calgary, AB · Deer Valley, SK · ACE Liquor Discounter Deer Valley
- Part-time
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Added 1 hour ago
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Greeting Card Merchandiser
Carlton Cards
Vernon, BC
- Part-time
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Added 1 hour ago
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Department Manager, General Merchandise
Northern/NorthMart
Toronto, ON · Greater Toronto and Hamilton Area, ON
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…career advancement that we have to offer. If you are customer service leaders with a passion for being part of a hardworking retail…
Added 1 hour ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
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Added 1 hour ago
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Added 1 hour ago
SM
Medical Radiation Technologist (CT & X-Ray)
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Alliston, ON
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Winnipeg, MB
- Full-time
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Added 1 hour ago
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Radiation Therapy Nursing Assistant 1
CancerCare Manitoba
Winnipeg, MB
- Temporary
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Added 1 hour ago
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Radiation Therapy Nursing Assistant - Repost
CancerCare Manitoba
Winnipeg, MB
- Temporary
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CIBC

Trust & Estate Consultant

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 4, 2026
Posting language: English
Posted: Oct 21, 2026

Original job description

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

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

As a Trust & Estate Consultant, you will be responsible for the delivery of Estate and Trust services in your assigned region and work with internal partners and external centres of influence to service and pro-actively grow the estates and trust business.

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.

How You’ll Succeed

Business Development- Collaborate with Senior Trust and Estate Consultants in your region to create and implement plans for sourcing business and raising awareness of CIBC Trust products. Assess new business opportunities, gather required information, identify potential risks and provide mitigation strategies. Provide accurate and timely monthly reporting on business development activities.
Relationship Building- Proactively build partnerships with local representatives of Private Wealth, Wood Gundy, Imperial Service and with local centres of influence, lawyers and accountants. Refer clients to CIBC partners in order to retain relationships and assets within CIBC. Work with CIBC Trust partners to ensure the smooth onboarding of new clients.
Provide Solutions- In partnership with Senior Trust and Estate Consultants, deliver Trust & Estate services within your assigned region. Provide Trust & Estate information sessions to target partner audiences and participate in client seminars. Keep abreast of Trust & Estate legislative changes, jurisprudence, and shifting industry trends in order to effectively provide the best solutions to our clients.

Who You Are

You have experience in sales and business development and knowledge of the administration of estates, trust and powers of attorney/guardianship. You also have knowledge of legislation and regulations pertaining to the administration of estates and trusts, gained from 3+ years of experience in the estate and trust or financial services industry.
You put our clients first. You have strong sales, interpersonal, communication, presentation and relationship management skills sufficient to build strong relationships with clients and to identify partnership opportunities.
You are a certified professional. You have a post-secondary degree and willingness to complete professional accreditation such as the Member Trust Institute (MTI), and/or Trust and Estate Practitioner (TEP) within a reasonable timeframe.
You are goal-oriented. You have good judgement and are able to balance multiple priorities while meeting critical timelines.
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

What CIBC Offers

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 recognize you in meaningful, personalized 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 MomentMakers, our social, points-based recognition program.
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 cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Calgary-301-8th Ave. SW, 3rd

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Communication, Customer Experience (CX), Decision Making, Estate Accounts, New Business Development, Power of Attorney (POA), Relationship Building, Trust Services, Work Collaboratively

Apply About employer

More about this job

Responsibilities

Develop estate and trust business in the assigned region by identifying opportunities, building partnerships, and promoting CIBC Trust products. Deliver trust and estate services, support client onboarding and referrals, provide information sessions, and stay current on relevant legislation and industry trends.

Requirements

Requires at least three years of experience in estate and trust or financial services, sales and business development experience, and knowledge of estate, trust, and power of attorney or guardianship administration and related regulations. A post-secondary degree is required, along with willingness to pursue professional accreditation such as MTI or TEP; strong communication, presentation, relationship-building, judgment, and prioritization skills are also needed.

Skills

Analytical Thinking
Communication
Customer Experience
Decision Making
Estate Accounts
New Business Development
Power of Attorney
Relationship Building
Trust Services
Collaboration
Sales
Presentation Skills
Relationship Management
Risk Assessment
Estate Administration
Trust Administration

Benefits

Competitive Salary
Incentive Pay
Banking Benefits
Benefits Program
Defined Benefit Pension Plan
Employee Share Purchase Plan
Vacation
Wellbeing Support
Recognition Program
Paid Personal Development Day

Visa sponsorship

Not detected in the job text

Keywords

Trust Services
Estate Administration
Trust Administration
Estate Accounts
Power of Attorney
Guardianship
Business Development
Sales
Client Relationships
Relationship Management
Private Wealth
Wealth Management
Risk Assessment
Risk Mitigation
Client Onboarding
Estate and Trust Legislation
Jurisprudence
Industry Trends
Client Seminars
Information Sessions
Member Trust Institute
Trust and Estate Practitioner
MTI
TEP

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