Adjoint(e) En Assurance De Personnes, Wood Gundy-bilingue

CIBC

Montreal, QC, CA
Competitive salary; incentive pyy included; benefi...
Life insurance underwriting process
Client file administration
Compliance standards adherence
The role involves supporting financial advisors with the processing of new life insurance files and administrative tasks for existing policies

Job Summary

  • The role involves supporting financial advisors with the processing of new life insurance files and administrative tasks for existing policies.
  • Candidates must interpret client requests, complete insurance proposals, and verify documents produced by life insurance companies.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and a culture focused on employee growth.

Matching Summary

The role involves supporting financial advisors with the processing of new life insurance files and administrative tasks for existing policies.

Salary

Competitive salary; Incentive pay included; Benefits program and pension plan

Skills & Requirements

Must-have

  • Life insurance underwriting process
  • Client file administration
  • Compliance standards adherence
  • Bilingual French and English communication

Nice-to-have

  • Analytical thinking skills
  • Critical thinking abilities
  • Customer relationship building
  • Proactive business opportunity identification

Key Requirements

  • Bachelor's degree or college diploma in relevant field
  • Legal eligibility to work in Canada
  • French and English language proficiency

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter