Support estate planning administration at CIBC in Montréal using insurance documentation, client service, and French-English communication skills. Work arrangement details are discussed during interviews.

As an Estate Planning Assistant, you support Head Office and Estate Planning Specialists across administration, sales, and marketing. Your work includes reviewing insurance applications, maintaining client files, responding to enquiries, and preparing insurance illustrations. You also support seminars, workshops, lunch and learns, and product launches for clients.

Key Responsibilities:

- Review life insurance applications and change forms
- Forward original applications to insurance companies
- Organize underwriting requirements and maintain client files




- Distribute anniversary statements and follow up on service
- Prepare insurance illustrations and organize client events

Requirements:

- Two to three years of insurance industry experience
- Business degree or diploma
- License Qualification Program certification considered an asset
- Fluency in French and English
- Solid attention to detail and critical thinking

Bring bilingual client service, insurance administration, and illustration preparation skills to CIBC’s estate planning team in Montréal.

📌 Bilingual Estate Planning Assistant (Montreal)
🏢 CIBC
📍 Montreal