Estate Specialist - Bilingual

Location: Quebec

- ** Client-Focused** **
- ** Escalate to banking Centre employees all issues that may impact the ongoing client relationship. Ability to empathize and deliver status updates on Estate matters to our Clients.

- ** System Savvy** **
- ** Able to navigate many varied systems and is technically savvy. Examples of systems used in this role: COINS, ECIF, ICBS, CRS, PESA
- ** Knowledge of products** **
- ** an asset if you are familiar with any Simplii products; bank accounts; credit cards; lending; investments; mortgages, etc.

- ** 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 client’s estate
* ** 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 don't. Your critical thinking skills help to inform your decision making.
* ** You're 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.
** You'll 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 it's 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.
* ** You're fluent in French and English
** to support business operations outside of Quebec, Canada.
* 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 Moment Makers, 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.
* 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 Mailb
* CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
* 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 test (such as simulation, coding, French proficiency).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.
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