Elevate your career with CIBC Private Wealth as a Senior Trust & Estate Consultant in Halifax. Engage clients while driving business development to enhance estate solutions.
In this senior role, you will collaborate with internal teams and external partners to promote CIBC’s prestigious estate planning services. Your key responsibilities include building partnerships, delivering customized solutions, and conducting seminars that resonate with target audiences. Staying abreast of industry trends while also employing creativity and problem-solving techniques will be crucial for success.
Key Responsibilities:
• Close recent business support for trust services
• Build strong partnerships with local accountants and lawyers
• Deliver tailored trust solutions to clients
• Conduct educational seminars for potential clients
• Analyze and track business development performance
Requirements:
• 5+ years of experience in trust and estate sectors
• Relevant post-seconda...