Jobs
>
Toronto

    Executive Trust Officer - Toronto, Canada - CIBC

    CIBC
    CIBC Toronto, Canada

    6 days ago

    CIBC background
    Temps plein
    Description

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients.

    À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d'agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu'ils sont et ce qu'ils font.

    Pour en savoir plus sur la Banque CIBC, visitez le site .

    What You'll Be Doing The Executive Trust Officer is responsible for providing indirect oversight and guidance to a team to administer estates, trusts, and power of attorney accounts, personally administering the larger, more complex accounts. The role applies professional knowledge in the management of departmental budgets, costs, staffing and managerial planning, partnering with internal experts to provide guidance on client investment, tax and property issues. The ETO analyzes issues, data, processes and situations, identifying and mitigating account risks while adhering to all CIBC trust policies and procedures. The role applies innovation, and substantial communication and problem-solving skills in effectively leading and coaching the team, providing technical assistance and resolving escalated issues.

    How You'll Succeed

  • Collaboration – Develop and maintain a strong partnership with the clients/beneficiaries in order to provide excellent client service. Effective and open communication is critical to ensure parties are informed of key activities, milestones and deliverables. Partner effectively with internal experts from the Investment Management and Tax Department, to provide oversight and guidance on client investment and tax issues. Engages external professionals as required. Supervises account investments to ensure consistency with account objectives, documents and legislation.
  • Trust & Estate Acumen - Ensure the onboarding and account management aligns with the unique needs of clients and the characteristics of Estates and Trust. Establish effective tracking, monitoring and compliance with the governing document and responsible for the resolution of all operational, technical and discretionary issues encountered in the management of the accounts. Assist in developing standards in administration and vetting new and/or changes to policies and procedures. Optimizes account administration by identifying and implementing process improvements.
  • People Management – Accountable to oversee and supervise the workflow of staff by providing ongoing technical assistance to support the achievement of the business unit's priorities and CIBC's overall goals. Create a positive work environment and be an effective role model by championing CIBC's mission, vision and values. Ensure compliance with policies, standards, guidelines and controls by applying the policies and controls fairly and consistently so employees understand what to expect.

    • Who You Are

  • You can demonstrate years of experience in the Estate & Trust Industry. A detailed knowledge of accounting and investing sufficient to administer a range of moderately complex Estate, Trust and Power of Attorney Accounts.
  • You're a certified professional . It is an asset if you have obtained the Member Trust Institute (MTI) and/or Trust and Estate Practitioner (TEP) designation(s).
  • Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.
  • You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
  • You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
  • Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

    • .

    Ce que la Banque CIBC vous offre

    À la Banque CIBC, vos objectifs sont une priorité. En fonction de vos forces et de vos ambitions en tant qu'employé, nous nous efforçons de créer des occasions qui vous permettront d'exploiter votre potentiel. Notre objectif est de vous offrir une carrière, pas uniquement un chèque de paie.

  • Nous nous efforçons de vous récompenser de façon personnalisée et pertinente, notamment en vous offrant un salaire concurrentiel, une rémunération au rendement, des avantages bancaires, l'adhésion à un programme d'avantages sociaux*, à un régime de retraite à prestations déterminées* et à un régime d'achat d'actions par les employés, des vacances, du soutien pour votre bien-être et Créateur de moments, notre programme social de reconnaissance basé sur des points.
  • Grâce à nos espaces et à nos outils technologiques, il devient facile de réunir les grands esprits pour créer des solutions novatrices qui améliorent les choses pour nos clients.
  • Nous favorisons une culture qui encourage l'expression de vos ambitions au moyen d'initiatives comme la journée Raison d'être, une journée de congé payé dont vous pouvez profiter pour investir dans votre croissance et votre perfectionnement.

    • Sous réserve des modalités du régime et du programme

    Ce que vous devez savoir

  • La Banque CIBC s'est engagée à créer un milieu de travail intégrateur où tous les membres de l'équipe et les clients se sentent à leur place. Nous recherchons des candidats dotés d'un large éventail de compétences et offrons une expérience accessible aux candidats. Si vous avez besoin d'une solution d'adaptation, écrivez à .
  • Vous devez être légalement admissible à travailler au Canada dans les lieux précisés ci-dessus et, s'il y a lieu, détenir un permis de travail ou d'études valide.

    • Lieu de travail

    Toronto-81 Bay, 11th Floor

    ​

    ​ Type d'emploi

    Permanent

    Heures de travail hebdomadaires

    37.5

    Compétences

    Communication, Comptes de succession, Expérience client (CX), Gestion des personnes, Group Problem Solving, Pensée analytique, Procuration, Services fiduciaires, Travailler de manière collaborative
  • Royal Bank of Canada

    Associate Trust Officer/trust Officer

    9 hours ago

    Royal Bank of Canada Toronto, Canada

    **Job Summary** · **What is the opportunity?** · As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the ...

  • Cassels Brock & Blackwell LLP

    Trust Officer

    2 days ago

    Cassels Brock & Blackwell LLP Toronto, Canada

    Cassels Brock & Blackwell LLP is a leading national law firm focused on serving the transaction, advocacy and advisory needs of Canada's most dynamic business sectors. We have one of the largest business law practices in the country, serving multinational, national and mid-market ...

  • CIBC

    Trust Officer

    3 days ago

    CIBC Toronto, Canada

    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 ...

  • Scotiabank

    St Trust Officer

    1 week ago

    Scotiabank Toronto, Canada

    Requisition ID: 173561 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Position: Trust Officer, Scotiatrust, Scotia Wealth Management · **Purpose** · As a Trust Officer working in a Scotia Wealth Management office, you ar ...

  • Computershare

    Associate Trust Officer

    1 day ago

    Computershare Toronto, Canada

    **Location: Hybrid - CA - Toronto ON** · **We give you a world of potential** · We have a unique opportunity for someone to contribute their talents and strengths as an**_ Associate Trust Officer Intern _**_at our_**_ _**Toronto **_office. _ · Computershare (ASX: CPU) is a global ...

  • Scotiabank

    St Trust Officer

    1 week ago

    Scotiabank Toronto, Canada

    Requisition ID: 197000 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · As a **Trust Officer** working in a Scotia Wealth Management office, you are a trusted and experienced relationship manager supporting the company's s ...

  • SGGG Fund Services Inc

    Trust Banking Officer

    4 days ago

    SGGG Fund Services Inc Toronto, Canada

    SGGG Fund Services Inc. is hiring a Trust Banking Officer for its Unitholder Recordkeeping (URK) department. The role involves providing back-office administration and support to investment fund managers by making wire payments, EFTs, and reconciling account statements. This is a ...

  • Computershare

    Corporate Trust Officer

    1 week ago

    Computershare Toronto, Canada

    **Location**:Canada - commutable to the Toronto ON office** · **We give you a world of potential** · We have a unique opportunity for someone to contribute their talents and strengths as a **_Corporate Trust Officer _**_at our _**_Toronto _**_office._ _ · Computershare (ASX: CPU) ...

  • SGGG Fund Services Inc

    Trust Banking Officer

    9 hours ago

    SGGG Fund Services Inc Toronto, Canada

    SGGG Fund Services Inc. is hiring a Trust Banking Officer for its Unitholder Recordkeeping (URK) department. The role involves providing back-office administration and support to investment fund managers by making wire payments, EFTs, and reconciling account statements. This is a ...

  • MD Financial Management

    Regional Trust Officer

    1 day ago

    MD Financial Management Toronto, Canada

    Requisition ID: 181085 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Come join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Regional Trust Officer's primary respo ...

  • TD Bank

    Executive Trust Officer

    3 days ago

    TD Bank Toronto, Canada

    **Executive Trust Officer**: · BR · **Job Category - Primary** · - Wealth Management · **Work Location** · - 2 St Clair Avenue East Corporate · **Employment Type** · - Regular · **City** · - Toronto · **Time Type** · - Full Time · **Province/State** · - Ontario · **Hours** · - 37 ...

  • TD Bank

    Executive Trust Officer

    1 week ago

    TD Bank Toronto, Canada

    **Work Location**: · Toronto, Ontario, Canada · **Hours**: · 37.5 · **Line of Business**: · TD Wealth · **Pay Details**: · **KEY ACCOUNTABILITIES** · **CUSTOMER** · - **Facilitate the integration of Trust products by clearly understanding the evolving needs and circumstances of t ...

  • Scotiabank

    Estate & Trust Tax Officer

    5 days ago

    Scotiabank Toronto, Canada

    Requisition ID: 162445 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Purpose · Contributes to the overall success of a Scotiatrust Taxation Services unit in Canada ensuring specific individual goals, plans, initiatives ...

  • Ministry of Labour, Immigration, Training and Skills Development

    Trust Fund and Financial Administrative Officer

    9 hours ago

    Ministry of Labour, Immigration, Training and Skills Development Toronto, Canada

    Are you an accounting or finance professional with exceptional attention to detail? Do you thrive when analyzing complex spreadsheets and preparing financial reports? Are your interpersonal skills finetuned to contribute meaningfully to our dynamic team? If so, come join the Trus ...

  • Ministry of Labour, Immigration, Training and Skills Development

    Trust Fund and Financial Administrative Officer

    1 day ago

    Ministry of Labour, Immigration, Training and Skills Development Toronto, Canada

    Are you a financial professional with a background in accounting and financial analysis? If so, come join our dynamic team in the Trust Fund Services Unit at the Employment Practices Branch, where you will provide financial administration in support of the Employment Standards Pr ...

  • RBC - Royal Bank

    Associate Trust Officer/trust Officer

    1 week ago

    RBC - Royal Bank Toronto, Canada Full time

    Job Summary · Job Description · What is the opportunity? · As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnershi ...

  • Raymond James Financial

    Senior Trust Officer

    1 week ago

    Raymond James Financial Toronto, ON, Canada

    Job Description - Senior Trust Officer · Senior Trust Officer · At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together . · Solus Trust Company (ST) is an affiliate company of Raymond James Ltd. (RJL), Canada's leading independen ...

  • Raymond James Ltd.

    Senior Trust Officer

    1 day ago

    Raymond James Ltd. Toronto, Canada OTHER

    At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. · Solus Trust Company (ST) is an affiliate company of Raymond James Ltd. (RJL), Canada's leading independent investment dealer offering high quality investment products and services to C ...

  • MD Financial Management

    Regional Estate

    4 days ago

    MD Financial Management Toronto, Canada

    Requisition ID: 183852 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Summary: · The Regional Estate and Trust Administrator provides administrative support to the Estate and Trust Advisor (ETA) and Regional Trust Office ...

  • MD Financial Management

    Estate and Trust Advisor

    2 days ago

    MD Financial Management Toronto, Canada

    Requisition ID: 183850 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · The primary responsibility of the Estate and Trust Advisor is to provide estate planning and trustee services to MD clients. · Duties & Responsibiliti ...