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What You’ll Be Doing
Reporting to the National Director, Indigenous Trust with dotted lines to the Vice President, Indigenous Markets the Relationship Manager (RM), Indigenous Trust provides relationship management and administration oversight for the Indigenous Trusts. This involves partnering with a specialized team of professionals within Trust, Commercial Banking and Wealth Management dedicated to working with Indigenous clients. Of key importance to this role is the management of client relationships and the oversight of key procedures and checklists that ensure thorough client file management and that reflect and address the unique needs of Indigenous clients and characteristics of Indigenous Trusts. To this end, the Relationship Manager will assist the Executive Trust Officer who oversees the management of Indigenous files and related work done by Trust personnel. Primary duties of the Relationship Manager will be to liaise directly with Indigenous Trust clients to ensure the effective management and administration of the Trust and to build trusted relationships with Indigenous Leaderships, Communities, Trustees, Service Providers, and key stakeholders.
How You’ll Succeed
- Primary accountability for the management of client relationships and acts as the primary client contact.
- Engage with Indigenous clients regarding the delivery of Trust programs, funding, reporting, communication, and training.
- Liaise with key wealth partners and stakeholders (both internally and externally) to develop tailored Trust solutions, services, and strategies that are reflective of Indigenous communities priorities.
- Work closely with Leadership, Community Trustees, and Membership to support the use of their unique Trust structure to advance community goals and ambitions.
- Work closely with Indigenous communities to support the development of Trust programs and policies. As well as working with CIBC Trust Corporation to develop policies for the effective internal administration of the Trust files that comply with regulations.
- Ensures the Trust is administered in compliance with the Trust Deed.
- Support the on boarding of new Indigenous Trust clients.
- Prepare for and execute Community Trust meetings with Trustees from the community (including agenda preparation, minutes, and follow up).
- Support capacity development of Indigenous Leadership, Community Trustees, and community members.
- Timely, accurate, and professional oversight of the set up and administration of complex Indigenous trusts.
- Maintains up-to-date knowledge and understanding of Trust legislation and issues impacting the Indigenous market.
- Identifies and mitigates account risks while adhering to all CIBC Trust Policies & Procedures.
- Oversees and/or prepares the reporting to the leadership and community members.
- Provides ongoing education and training for the leadership team and community members, as applicable on Trust matters.
- Partners effectively with external experts such as Investment Consultants, Investment Managers, tax specialist, and Auditors who service the Indigenous Trust and who provide guidance and oversight of the Indigenous Trust strategy and day to day operations. Supervises account investments to ensure consistency with account objectives, constating documents and legislation.
- Partners effectively with internal experts from the Investment Management Department, Tax Department, and other areas within CIBC to provide oversight and guidance on client investment, tax and other issues impacting the trusts.
- Develops and maintains a strong partnership with wealth partners in order to provide excellent client service and to support opportunities that may not involve acting as Trustee but where Trust services may be required.
- Assists Executive Trust Officer perform effective tracking, monitoring and compliance procedures relative to complex Indigenous Trust documents and pursuant to CIBC guidelines.
- Provides effective leadership, coaching and oversight to the support team .
- Motivates team to achieve superior results.
- Assists team with professional development through coaching and training opportunities.
- Assists Indigenous communities as a technical expert in creation of new Trust related policies, procedures, documents, etc. Assists in developing standards in Trust administration, and vetting new policies and procedures.
- Provide leadership And encouragement to employee commitment to the organization, to the team, and to their job by:
- Setting appropriate context when assigning work to ensure that individuals’ roles support the achievement of the business unit’s priorities and CIBC’s overall goals;
- Building team and individual capabilities by providing development opportunities such as job shadowing, special projects, and training;
- Assisting the Executive Trust Officer manage performance of support team by providing fair and accurate formal and informal feedback, identifying and removing obstacles to performance and by explaining how performance expectations align with business priorities;
- Creating a positive work environment and being an effective role model by championing CIBC’s mission, vision and values;
- Ensuring 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
- Expertise in the administration of Indigenous Trusts
- Experience working closely with Indigenous communities.
- Demonstrates a commitment to developing innovative solutions that are community led.
- Demonstrates a willingness to learn from Indigenous communities on their journey to using their Trust as a vehicle for sustainable prosperity for seven generations.
- Completion of the NATOA training program.
- Developed people management skills. Ability to motivate and develop others, and to inspire results in others.
- Well-developed communication skills sufficient to interact effectively with clients, professionals and Indigenous groups/organizations.
- Well-developed organizational skills, particularly the ability to prioritize.
- Developed understanding of accounting, financial planning, budgeting and investing sufficient to administer a range of complex Trust Accounts.
- Exceptional writing skills sufficient to prepare correspondence containing detailed descriptions, explanations and specialized Estates & Trusts terminology.
- Knowledge of British Columbia and/or Alberta trust and estates law is an asset
- 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, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:
- Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home
- Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
- Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product training
- Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan
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 during the application or interview process, please contact [email protected]
- You need to be legally eligible to work in Canada at the location(s) specified above and, where applicable, must have a valid work or study permit
- This is a regular full time role with a schedule of 37.5 hours each week. Your hours will be based on our banking centre operations, and you may need to work days, evenings and weekends.