CIBC Canada is looking for Estate Planning Specialist Assistant

CIBC Canada

We’re on a mission to build the relationship-focused bank of the future and we’re looking for the passionate collaborators, innovators, advisors, and leaders who can get us there. Our distinct culture is built on a shared commitment to do what’s right for our clients, our people, and our communities, and we strive for excellence in everything we do. Because life at CIBC is not only what you do, but how you do it. This is CIBC Canada is looking for Estate Planning Specialist Assistant.

How You’ll Succeed

Administration – Review all life insurance applications, change forms or other documents for completeness and accuracy. Forward original life insurance applications and related documentation to the insurance company.

Sales & Marketing – Prepare insurance illustrations using software provided by each life insurance company.

Client Service – Distribute client anniversary statements and notifications to the appropriate Investment Advisor on a timely basis..

Who You Are

  • You have proven experience in sales 
  • You put our clients first.
  • You are educated.
  • Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

What You’ll Be Doing

  • You’ll join a team that goes above and beyond for their clients.
  • The Estate Planning Specialist Assistant is accountable for supporting the Estate Planning Specialist in all areas of administration, sales and marketing. 
  • Key Accountabilities include obtaining insurance quotes, ongoing client service and supporting other projects as assigned by the Estate Planning Specialist.

What You Need to Know – How to Apply/Get Free accommodation

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. 

If you need accommodation during the application or interview process:
Please contact via mail box or official site :
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

16 Comments on “CIBC Canada is looking for Estate Planning Specialist Assistant”

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