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. Review life insurance applications for accuracy and completeness
- Prepare and obtain insurance illustrations as needed
- Proven experience in customer service, estates, and sales
- Ability to work full time on-site Leverage your skills in customer service and estate planning to impact clients positively at CIBC.
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📌 CIBC Estate Planning Assistant Role (Toronto)
🏢 CIBC
📍 Toronto