CIBC in Victoria, BC, is seeking an Estate Planning Assistant to support Head Office and Estate Planning Specialists in administration, sales, and marketing. This in office, 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 accurate client files and ensuring compliance with licensing requirements (LLQP).
📌 Client Focused Estate Planning Assistant Victoria
🏢 CIBC
📍 Victoria