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 the Senior Trust Analyst, you will be responsible for the ongoing account administration of a focused book of Indigenous Trusts. This involves partnering with a specialized team of professionals within Wealth Management dedicated to working with Indigenous clients and external stakeholders. Primary accountability for the timely, accurate, and professional administration of large and complex trust accounts. You will identify and mitigate account risks while adhering to all CIBC Trust Policies & Procedures, including cash management, fee collection, account opening, etc.

At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote.

How You’ll Succeed

Analyzing Business Requirements - Research and analyze specialized information and recommend solutions to issues and problems that arise during the ongoing administration of the accounts.

Improving Process Efficiency - Identify, develop and implement routine operational process enhancements to increase the efficiency of the administration of the trust accounts.

Provide Process Consultation - Assess the impact, effectiveness and feasibility of proposed change in processes and present recommendations to Senior Management to provide a perspective on the impact of change on the account administration.

Time Management and Accountability - Ability to meet very tight deadlines through effective prioritization. Ability to work independently with little direction in a fast paced, high-pressure environment.

Collaboration - Develop and maintain a strong partnership with the clients and stakeholders 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 guidance on client investment and tax issues. Supervises account administration to ensure consistency with account objectives, constating documents and legislation.

Communication - Excellent verbal and writing skills to effectively articulate ideas and opinions that involve analysis, processes, and technology solutions to stakeholders with different disciplinary backgrounds. Ability to produce a variety of business documents that demonstrate command of language, clarity of thought and orderliness of presentation.

Trust and Investment Acumen - Ensure the onboarding and account management aligns with the unique needs of clients and the characteristics of Trusts. 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.

Reporting - Track progress and conduct analysis of data and reports. Support in the tracking and communication of investment metrics.

Who You Are

You are a professional with the successful completion of the Canadian Securities Course (CSC).

You can demonstrate experience in Trust and detailed knowledge of accounting and securities administration sufficient to complete documentation and communicate effectively with other departments/stakeholders.

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 understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.

Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.

You embrace and champion change. You'll continuously evolve your thinking and the way you work in order to deliver your best.

You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.

You are a problem solver. You have exceptional critical thinking, problem solving and decision-making skills with demonstrated ability to independently identify and analyze business problems and recommend solutions.

Values matter to you. You bring your real self to work, and you live our values – trust, teamwork and accountability.

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

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 tests (such as simulation, coding, French proficiency, MS Office). 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

Toronto-81 Bay, 11th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Communication, Customer Experience (CX), Estate Accounts, Power of Attorney (POA), Trust Services, Work Collaboratively