Enhance client relations as an Estate Planning Assistant at CIBC in Toronto. This full-time position involves administration, client service, and marketing support in estate planning.

At CIBC, the Estate Planning Assistant aids Head Office and specialists by managing insurance applications, ensuring client files are complete, and assisting in ongoing marketing initiatives. You’ll be proactive in obtaining insurance quotes, providing exceptional client service, and contributing to projects as necessary. Your attention to detail will be essential for excelling in this role.

Key Responsibilities:
• Review life insurance applications for accuracy and completeness
• Distribute and follow up on client anniversary statements




• Prepare and obtain insurance illustrations as needed
• Organize seminars and workshops for clients
• Maintain accurate client files in collaboration with advisors

Requirements:
• Proven experience in customer service, estates, and sales
• Degree/diploma in Business; LLQP certification is preferred
• Strong critical thinking and problem-solving skills
• Commitment to client-first service approach
• Ability to work full-time in office

Leverage your skills in customer service and estate planning to impact clients positively at CIBC.
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📌 CIBC Estate Planning Assistant Role (Ontario)
🏢 CIBC
📍 Ontario