The Estate Planning Assistant supports Head Office and Estate Planning Specialists in all areas of administration, sales and marketing. The role includes obtaining insurance quotes, ongoing client service and supporting other projects as assigned.Key ResponsibilitiesAdministration: Review all life insurance applications, change forms or other documents for completeness and accuracy; forward original applications and related documentation to the insurance company, organize and request underwriting requirements, and maintain accurate and complete client files.Client Service: Distribute client anniversary statements and notifications to the appropriate Investment Advisor on a timely basis; follow‑up with Advisorsto ensure prompt service and reviews and respond to client enquiries; must hold an insurance license in order to discuss any insurance‑related items with clients.Sales & Marketing: Prepare insurance illustrations using software provided by each life insurance company; obtain “special” or “inforce” insurance illustrations from the carriers as requested; plan and organizeseminars, lunch‑and‑learns, workshops and product launches for clients.QualificationsProven experience in customer service, estates and sales.Degree or diploma in Business and Life License Qualification Program (LLQP) certification,



or willing to obtain certification.Strong attention to detail and critical‑thinking skills.Client‑centric mindset; willing to go theextramile to do the right thing.Committed to corporate values of trust and teamwork.Compensation & BenefitsAnnualized base salary range: $48,880 to $53,870. Base pay is determined by skills, experience and geographic location. In addition to base pay, compensation includes participation in an annual discretionary incentive or bonus program. Benefits include a competitive salary, incentive pay, banking benefits, a benefits program*, a defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support and MomentMakers, a social, points‑based recognition program. Additional benefits include our technology toolkit, social initiatives such as Purpose Day, and a paid day off dedicated for growth and development. (Subject to plan and program terms and conditions)Work Workplace & ConditionsLocation: BC‑Victoria, 730 View St., 6th Floor. Employment type: Regular. Weekly hours: 37.5. Work full‑time on‑site Monday through Friday.Additional InformationCIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. Accommodations are available and can be requested.Applicants must be legally eligible to work at the specified location and possess a valid work or study permit where applicable.Applicants may be asked to complete attribute‑based assessments and other skills tests, and artificial intelligence tools may be used in the recruitment process.#J-18808-Ljbffr

📌 Estate Planning Assistant Victoria Bc - C$48,880 - C$53,870 A Year (Winnipeg)
🏢 CIBC
📍 Winnipeg