Step into a vital role at CIBC as a Full time Estate Planning Assistant in Winnipeg, Manitoba. This position focuses on client service, administration, and marketing support. CIBC is seeking a dedicated Estate Planning Assistant for a 12-month contract.

Your expertise in customer service and estates will help support Estate Planning Specialists in various administrative tasks. You will be responsible for managing insurance quotes, providing ongoing client service, and organizing marketing initiatives to strengthen our client relationships. Key Responsibilities:
Review life insurance applications for accuracy
Distribute client anniversary statements promptly
Prepare insurance illustrations using company software
Organize client engagement events and seminars
Maintain accurate and complete client files Requirements:
Proven experience in customer service and insurance
Degree/diploma in Business preferred
Life License Qualification Program (LLQP) certification or willingness to obtain
Solid analytical and critical thinking skills
Ability to prioritize client needs effectively Bring your client-focused mindset and administrative skills to support CIBC in enhancing estate planning services.

📌 Full Time Estate Planning Assistant At Cibc Winnipeg
🏢 CIBC
📍 Winnipeg