Support estate planning administration and insurance service at CIBC’s full time, on-site Calgary location, Monday through Friday. Review documents, prepare illustrations, and assist specialists.
As an Estate Planning Assistant, you’ll support Head Office and Estate Planning Specialists across administration, sales, and marketing. Your work includes insurance quotes, client service, and assigned projects. You’ll maintain complete files, coordinate underwriting requirements, and help organize client seminars, workshops, lunch and learns, and product launches.
Key Responsibilities:
- Review life insurance applications and change forms
- Forward original applications to insurance companies
- Request underwriting requirements from underwriters
- Maintain accurate and complete client files
- Prepare illustrations and organize client events
Requirements:
- Proven customer service, estates, insurance, and sales experience
- Business degree or diploma
- LLQP certification or willingness to obtain
- Strong attention to detail and critical thinking
- Client-first approach with prioritization skills
Bring insurance administration, client service, and attention to detail to CIBC’s Estate Planning team in Calgary.
📌 Estate Planning Insurance Assistant (Canada)
🏢 CIBC
📍 Canada