Estate Planning Assistant

CIBC

Toronto, ON, CA
Base: $50,840 to $59,350 annually; bonus: pyrticip...
Review life insurance applications for accuracy
Organize underwriting requirements
Prepare insurance illustrations using software
The Estate Planning Assistant supports Head Office and Specialists in administration, sales, and marketing activities

Job Summary

  • The Estate Planning Assistant supports Head Office and Specialists in administration, sales, and marketing activities.
  • Candidates must be able to review insurance applications, organize underwriting requirements, and maintain accurate client files.
  • CIBC offers a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.

Matching Summary

The Estate Planning Assistant supports Head Office and Specialists in administration, sales, and marketing activities.

Salary

Base: $50,840 to $59,350 annually; Bonus: Participation in annual discretionary incentive program; Benefits: Banking benefits, defined benefit pension plan, employee share purchase plan

Skills & Requirements

Must-have

  • Review life insurance applications for accuracy
  • Organize underwriting requirements
  • Prepare insurance illustrations using software
  • Maintain accurate client files
  • Distribute client anniversary statements

Nice-to-have

  • Critical thinking skills for decision making
  • Engaging with purpose to find solutions
  • Going the extra mile for clients
  • Trust and teamwork values
  • Experience in customer service and estates

Key Requirements

  • Degree or diploma in Business
  • Life License Qualification Program (LLQP) certification
  • Proven experience in customer service, estates, and sales
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work at the location(s)

Tailored Resume

Cover Letter