Base: $48,880 to $53,870 cad annually; bonus/equit...
Life insurance application processing
Client service and follow-up
Insurance illustration preparation
The Estate Planning Assistant supports Head Office and Estate Planning Specialists in administration, sales, and marketing to provide excellent client service
Job Summary
The Estate Planning Assistant supports Head Office and Estate Planning Specialists in administration, sales, and marketing to provide excellent client service.
CIBC offers a competitive salary, incentive pay, benefits program, pension plan, employee share purchase plan, vacation, wellbeing support, and a social recognition program.
CIBC fosters an inclusive environment where employees can express ambition and grow through initiatives like Purpose Day, a paid day off for personal development.
Matching Summary
The Estate Planning Assistant supports Head Office and Estate Planning Specialists in administration, sales, and marketing to provide excellent client service.
Salary
Base: $48,880 to $53,870 CAD annually; Bonus/Equity: Annual discretionary incentive or bonus program; Benefits: Competitive salary, banking benefits, pension plan, employee share purchase plan, vacation, wellbeing support
Skills & Requirements
Must-have
Life insurance application processing
Client service and follow-up
Insurance illustration preparation
On-site full-time work Monday to Friday
Organizing client seminars and workshops
Nice-to-have
Critical thinking skills
Relationship-oriented teamwork
Attention to detail
Purpose-driven client engagement
Values trust and teamwork
Key Requirements
License Qualification Program (LLQP) certification
Degree or diploma in Business
Proven experience in customer service, estates, and sales