Support estate planning administration at CIBC through insurance documentation, client service, and organized file management. This is a full-time, in office Monday-to-Friday position.
The Estate Planning Assistant supports Head Office and Estate Planning Specialists across administration, sales, and marketing. You will review life insurance applications, maintain client files, obtain quotes, and coordinate required documentation. The position also supports client communications and assigned projects.
Key Responsibilities: Review life insurance applications, forms, and documents
Forward original applications and related documentation to insurers
Organize underwriting requirements requested by underwriters
Maintain accurate and complete client files
Support assigned administration, sales, and marketing projects
Requirements: Proven customer service, estates, insurance, and sales experience
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
Bring insurance administration, critical thinking, and client service strengths to CIBC’s Estate Planning Assistant position.