Job Information
CIBC Senior Consultant, Bare Trustee Services in Toronto, Ontario
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 (https://www.cibc.com/en/about-cibc.html)
What you'll be doing
As a member of the CIBC Trust team, you’ll provide in-depth specialized advice/consultation to support our internal business partners on the administration and governance of RRSPs, RRIFs, TFSAs, FHSAs, RESPs, and RDSPs (Registered Plans), in addition to locked-in plans. You will research, analyze and document information on changes to regulations and legislation governing registered plan, such as tax and pension rules. Documentation of information will include through registered plan contracts (e.g. RSP application and Declaration of Trust), our SharePoint site, and various email communications and Power Point presentations to our internal business partners. You will provide input on business policies and strategies while acting as the lead representative for projects of medium complexity involving Bare Trustee Services.
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
Research and Problem Solving - You have the ability to assimilate and analyze information from a variety of sources, make recommendations and present information in an easy and understandable manner. Your analyses are well thought out and you offer balanced solutions to issues or problems that arise during the ongoing operation of business where you must often consider regulatory requirements, our fiduciary role, business risk, and doing the right thing for our clients. You understand that success is in the details. You notice things that others don’t. Your critical thinking skills help inform your decision making.
Consultation - You keep current in your knowledge of rules governing registered plans. You are motivated and excited by new business initiatives and the opportunity to contribute your ideas and opinions. You know that your unique perspective and analysis of a situation is important to your team and business partners’ success as a whole. You are confident in your ability to formulate and provide specialized opinions and recommendations of a technical nature.
Relationship Management - You know that building strong relationships with our internal business partners and external regulators (e.g. Canada Revenue Agency, Provincial Pension Regulators, Employment and Social Development Canada) is fundamental to your success. Helping our business partners make informed decisions and effective changes in how they do operate is important to you.
Communication - Superior interpersonal and communication skills (both written and oral) sufficient to convey or present factual and conceptual information on issues which require detailed explanation and interpretation.
Organization - Oversee requests from various stakeholders and thoughtfully create and/or edit a wide variety of presentation and communication materials (e.g. key messages, communication plans, tactical deliverables, presentations etc.)
Who you are
You know that details matter. You are comfortable with researching, analyzing, and drafting/document technical information.
You are a problem solver. You analyze an issue from all sides and make prudent recommendations to solve problems.
You are a strong communicator. You have great writing and presentation skills and know how to communicate technical information in a clear, concise, and understandable way.
You have good knowledge of financial product concepts and registered plans in Canada.
You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity and are not afraid to question things like the “status-quo”.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
You embrace and champion change. You continuously evolve your thinking and the way you work in order to deliver your best.
It's an asset if you have the ability to read and write in French.
Values matter to you . You bring your real self to work and you live our values - trust, teamwork, and accountability
#LI-TA
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, Business Effectiveness, Communication, Detail-Oriented, Process Improvements, Relationship Management, Teamwork
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
