Client-Focused Estate Planning Assistant (British Columbia)

Client-Focused Estate Planning Assistant (British Columbia)

11 Aug
|
CIBC
|
British Columbia

11 Aug

CIBC

British Columbia

CIBC in Victoria, BC, is seeking an Estate Planning Assistant to support Head Office and Estate Planning Specialists in administration, sales, and marketing. This on-site, full-time role focuses on client service and accurate processing of insurance documents.
You will review applications, coordinate underwriting, and help organize seminars and product launches while maintaining exact client files and ensuring compliance with licensing requirements (LLQP).

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📌 Client-Focused Estate Planning Assistant (British Columbia)
🏢 CIBC
📍 British Columbia

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