Estate Specialist, Wood Gundy

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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

As an Estate Specialist you will be providing end-to-end support for Estate settlement and play an integral role in our clients estate journey for Wood Gundy products. This role requires knowledge of all banking products and understanding of Wood Gundy products and LOB will be an asset(i.e. deposit accounts investments lending mortgages etc.). This role requires speaking with Wood Gundy partners and having strong communication and thinking outside of the box plays a key role in having those sensitive conversations.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How Youll Succeed

• Collaborative & Strong Communicator - Work collaboratively with WG branch employees and support Executors and estate beneficiaries on all aspects of the estate of a deceased client. Comfortable with phone conversations and phone etiquette.
• Client-Focused - Escalate to WG branch employees all issues that may impact the ongoing client relationship. Develop strong relationships with banking Centre employees to build sustained confidence in order to improve the overall client experience during what could be a very difficult and sensitive time in the clients life.
• System Savvy - Able to navigate many varied systems and is technically savvy. Examples of systems used in this role: COINS ECIF GOWMYC. ADP Broadridge.
• Knowledge of products - an asset if you are familiar with any CIBC products;
• Multi-Tasker - experienced with multi-tasking and working in fast-paced often-changing environment. Experience working in a team where processes and procedures are changing and updating.
• Detail Oriented - Complete all necessary activities related to the processing of all parts of an estate. Act as the Subject Matter Expert on dealing with the estate of a client and the various product requirements to settle the deceased clients estate

Who You Are

• You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.
• You understand that success is in the details. You notice things that others dont. Your critical thinking skills help to inform your decision making.
• Youre driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.
• You embrace and champion change. Youll continuously evolve your thinking and the way you work in order to deliver your best.
• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because its the right thing to do.
• 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

• 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.

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