Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Estate Planning Assistant role.
Rezi rewrites your resume against CIBC's job description. Free.
Tailor your resume to this Estate Planning Assistant role.
Rezi rewrites your resume against CIBC's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Estate Planning Assistant posting at CIBC — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Estate Planning Assistant posting at CIBC — free, in seconds.
About the Role
CIBC is building a relationship-oriented bank for the modern world, seeking talented and passionate professionals dedicated to doing what's right for clients. This role supports Head Office and Estate Planning Specialists in administration, sales, and marketing, including obtaining insurance quotes, client service, and project support.
Responsibilities
- Review life insurance applications, change forms, and other documents for completeness and accuracy.
- Forward original life insurance applications and related documentation to the insurance company.
- Organize and request underwriting requirements from underwriters.
- Maintain accurate and complete client files.
- Distribute client anniversary statements and notifications to Investment Advisors.
- Follow up with Investment Advisors to ensure timely client service.
- Respond to client inquiries or direct them to the appropriate licensed staff member.
- Prepare insurance illustrations using provided software.
- Obtain special or inforce insurance illustrations from carriers.
- Plan and organize seminars, lunch and learns, workshops, and product launches.
Requirements
- Proven experience in customer service, estates, insurance, and sales.
- Degree/diploma in Business.
- Life License Qualification Program (LLQP) certification or willingness to obtain within 12 months of hire.
- Strong attention to detail and critical thinking skills.
- Client-first approach with a focus on finding the right solutions.
- Ability to live company values and grow with the employer.
- Legally eligible to work at the specified location(s).
- May be required to complete an attribute-based assessment and other skills tests.
- Must be comfortable with the use of artificial intelligence tools during the recruitment process.
Skills
- Customer Service
- Estates
- Insurance
- Sales
- Analytical Thinking
- Business Development
- Business Documentation
- Customer Experience (CX)
- Developing Proposals
- Marketing Activities
- Trusts and Estate Planning
- Work Collaboratively
Location
- Toronto-200 King St. W., 8th
Work Type
- On-site
- Full-time
- Regular
Education Level
- Degree/diploma in Business
- Life License Qualification Program (LLQP) certification
Salary/Compensations
- $51,500 to $60,200
Benefits
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers recognition program
- Purpose Day (paid day off for growth and development)
About the Company
- CIBC is building a relationship-oriented bank for the modern world.
- At CIBC, team members are empowered at work, with their strengths and ambitions embraced.
- CIBC enables a work environment optimal for employees to thrive.
- CIBC offers a career rather than just a paycheck.
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
- CIBC provides an accessible candidate experience and seeks applicants with a wide range of abilities.
Equal Opportunity
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
- We seek applicants with a wide range of abilities and we provide an accessible candidate experience.
- If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com.