Support estate planning administration at CIBC through insurance documentation, client service, and detailed file management. Work in office full-time Monday through Friday.
As an Estate Planning Assistant, you will support Head Office and Estate Planning Specialists across administration, sales, and marketing. Your work includes reviewing life insurance documents, coordinating underwriting requirements, and maintaining client files. You will also support ongoing client service and insurance-related projects.
Key Responsibilities: Review life insurance applications and change forms for completeness
Forward original applications and documentation to insurance companies
Organize underwriting requirements requested by underwriters




Maintain accurate and complete client files
Support assigned administration, sales, and marketing projects
Requirements: Proven experience in customer service, estates, insurance, and sales
Business degree or diploma
LLQP certification or willingness to obtain within twelve months
Strong critical thinking and attention to detail
Client-first approach and high relationship standards
Apply your insurance administration, critical thinking, and client service strengths supporting CIBC’s estate planning specialists and clients.

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📌 Estate Planning Administration Assistant (Ontario)
🏢 CIBC
📍 Ontario