Support estate planning administration at CIBC through insurance documentation, client service, and organized file management. This is a full-time, on-site 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
• Solid 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.