We’re building a relationship-oriented bank for the modern world. The Estate Planning Assistant is accountable for supporting Head Office and Estate Planning Specialists in all areas of administration, sales and marketing. Key Accountabilities include obtaining insurance quotes, ongoing client service and supporting other projects as assigned. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. Administration – Review all life insurance applications, change forms or other documents for completeness and accuracy. Forward original life insurance applications and related documentation to the insurance company. Follow-up with the Investment Advisors to ensure timely service and reviews are provided to the client when policy anniversary statement and lapse/late payment offer notifications are generated. Respond to client enquiries or direct to the appropriate staff member must be insurance licensed in order to discuss any insurance related items with clients. Sales & Marketing – Prepare insurance illustrations using software provided by each life insurance company. Obtain “special” or “inforce” insurance illustrations from the insurance carriers as requested. Your critical thinking skills help to inform your decision making. It’s an asset if you have License Qualification Program ( LLQP) certification.



You’re fluent in French and English to serve our clients in the community. We work to recognize you in meaningful, personalized ways including a market-competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Job Location QC-Montréal, 1250 René-Lévesque W Blvd, Suite 3100 Skills Client Service, Customer Experience (CX), Financial Statement Analysis, Office Administration, Policy Implementation, Prioritization, Team Support At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities
- a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #

📌 Estate Planning Assistant, Wood Gundy-Bilingual (Canada)
🏢 CIBC
📍 Canada