Estate Planning Assistant-bilingual

CIBC

Montréal, QC, Canada
Fully remote
Insurance application processing
Client file maintenance
Insurance illustration software
You will be responsible for supporting Head Office and Estate Planning Specialists in all areas of administration, sales, and marketing, including obtaining insurance quotes and ongoing client service

Job Summary

  • You will be responsible for supporting Head Office and Estate Planning Specialists in all areas of administration, sales, and marketing, including obtaining insurance quotes and ongoing client service.
  • Success in this role requires attention to detail, critical thinking, and a client-first approach, with 2-3 years of experience in the insurance industry.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, and opportunities for professional growth.

Matching Summary

You will be responsible for supporting Head Office and Estate Planning Specialists in all areas of administration, sales, and marketing, including obtaining insurance quotes and ongoing client service.

Skills & Requirements

Must-have

  • Insurance application processing
  • Client file maintenance
  • Insurance illustration software
  • Seminar and event planning
  • Bilingual French and English

Nice-to-have

  • Detail-oriented
  • Client-first approach
  • Critical thinking skills
  • Ambition and growth
  • Values-driven work environment

Key Requirements

  • 2-3 years insurance industry experience
  • Degree/diploma in Business
  • Legally eligible to work in Canada
  • LLQP certification is an asset

Work Rights

Not specified

Tailored Resume

Cover Letter