Base: $48,880 to $53,870 annually; bonus: annual d...
Onsite full-time
Review life insurance applications for completeness
Organize underwriting requirements
Distribute client anniversary statements
CIBC Capital Markets is seeking an Estate Planning Assistant in Victoria, BC, to support their estate planning specialists with administrative, sales, and client service tasks. The ideal candidate should have experience in customer service and estates, along with a degree/diploma in Business and ideally, a Life License Qualification Program (LLQP) certification
Job Summary
The role involves supporting Head Office and Estate Planning Specialists in all areas of administration, sales, and marketing.
Candidates must be on-site full-time Monday through Friday in Victoria, BC.
Compensation includes a base salary range of $48,880 to $53,870 plus an annual discretionary incentive program.
Matching Summary
Match Score: 85
CIBC Capital Markets is seeking an Estate Planning Assistant in Victoria, BC, to support their estate planning specialists with administrative, sales, and client service tasks. The ideal candidate should have experience in customer service and estates, along with a degree/diploma in Business and ideally, a Life License Qualification Program (LLQP) certification.
Salary
Base: $48,880 to $53,870 annually; Bonus: Annual discretionary incentive program; Benefits: Banking benefits, defined benefit pension plan, employee share purchase plan
Skills & Requirements
Must-have
Review life insurance applications for completeness
Organize underwriting requirements
Distribute client anniversary statements
Prepare insurance illustrations using software
Plan seminars and product launches
Nice-to-have
Proven experience in customer service
Critical thinking skills for decision making
Commitment to client-first values
Ability to notice details others miss
Key Requirements
Degree or diploma in Business
Life License Qualification Program (LLQP) certification