CIBC
Finance / FinServ
Director,IndigenousTrustInvestmentOversight
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“Director, Indigenous Trust Investment Oversight at CIBC. Skills: Investment oversight, Fiduciary duties, Client relationship management, Investment policy development, Compliance monitoring, Risk management. Lead all Indigenous Trust investment oversight activities. Ensure CIBC Trust fulfills its fiduciary duties”
What You'll Achieve.
Ensure CIBC Trust fulfills its fiduciary duties for this important client segment; Reinforcing prudent oversight and best practices; Ensuring all portfolios are monitored and evaluated against each client’s Investment Policy Statement; Supporting CIBC Trust’s commitment to fiduciary excellence; Ensure CIBC Trust’s fiduciary investment duties are fulfilled on a prudent and ongoing basis; Ensure investment aspects of client engagements meet CIBC’s standards and regulatory requirements
Industry & Context.
Resolve complex investment issues; Assess investment products and plans for prudence and suitability; Proactively identify and address any compliance issues; Create customized, creative investment solutions; Confidently navigate complex situations
Flexible with working hours, Able to travel to client locations across Canada as required
What They're Looking For.
Must Have
Degree in Business, Commerce, Finance, or Economics, Chartered Financial Analyst (CFA) designation, 10+ years of investment management experience, Deep understanding of markets, the economy, and the complexities of trust structures, Knowledge of trust law, compliance, regulatory, trading, and investment operations, Proficient in MS Office products, including Outlook, Word, Teams, and PowerPoint, Advanced MS Excel skills
Nice to Have
Additional advanced financial or investment credentials, Experience or a connection with Indigenous communities, French language capability
What You'll Do.
Lead all Indigenous Trust investment oversight activities
Ensure CIBC Trust fulfills its fiduciary duties
Conduct client due diligence
Collaborate with stakeholders to understand needs
Ensure investment policies align with governing trust documents
Oversee investment discussions
Shape the future of investment oversight for Indigenous Trusts
Lead thorough quarterly account reviews
Ensure ongoing compliance with each client’s Investment Policy Statement
Monitor and report on investment performance
Advise and support team members on governance
and control of investment operations
Provide regular and ad hoc reporting
How You'll Work.
Team & Collaboration
Work closely with Indigenous Trust Management and Administration; Work closely with Indigenous Markets Relationship Managers; Collaborate with key stakeholders; Collaborate with stakeholders to develop suitable investment policies and frameworks; Collaborate with head office and functional partners, including Risk, Legal, Governance and Controls, and Compliance; Support sales and business development efforts by lending investment expertise to client pitches
Communication Scope
Communicate complex investment issues; Support presentations; Presentations
Process & Methodology
Prioritize and manage multiple tasks, Meet strict deadlines
Full Job Description
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** The Trust Investment Management & Oversight unit is a dynamic team within CIBC Private Wealth Management’s Wealth Solutions group, providing investment management services and oversight to clients of CIBC Trust Corporation. As the Director, Indigenous Trust Investment Oversight, you’ll lead all Indigenous Trust investment oversight activities, ensuring that CIBC Trust fulfills its fiduciary duties for this important client segment. You’ll work closely with Indigenous Trust Management and Administration, Indigenous Markets Relationship Managers, and other CIBC partners to address investment matters for both existing and prospective Indigenous Trust clients. Your role will include conducting client due diligence, collaborating with key stakeholders to understand their needs, and ensuring investment policies align with governing trust documents. You’ll also oversee investment discussions, negotiate solutions, and play a key role in shaping the future of investment oversight for Indigenous Trusts at CIBC Trust. A critical part of your responsibilities will be leading thorough quarterly account reviews and ensuring ongoing compliance with each client’s Investment Policy Statement, reinforcing prudent oversight and best practices. _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._ The expected annualized base salary range for this
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