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Estate Planning Assistant (12 month contract) at CIBC - ApplyBlast

Estate Planning Assistant (12 month contract)

CIBC

6 days ago

4.3 on Glassdoor

Calgary, Alberta, Canada

Onsite

Full Time

Junior

0 applicants

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About this role

The Estate Planning Assistant supports Head Office and Estate Planning Specialists in administration, sales, and marketing at CIBC. This role involves managing life insurance applications, providing client service, and preparing insurance illustrations. The position requires strong attention to detail and a commitment to client-focused service.

Responsibilities

Review life insurance applications and documentation for completeness and accuracy
Distribute client anniversary statements and notifications to Investment Advisors
Prepare insurance illustrations and obtain special or inforce illustrations from carriers

Skills

Qualifications

Life License Qualification Program (LLQP) certification

About CIBC

cibc.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1867

View Profile

CIBC (Canadian Imperial Bank of Commerce) is one of Canada’s major banks providing personal, business and wealth management services. It offers everyday banking, credit cards, mortgages, loans, investing and financial advice through branches, phone and online/mobile channels. CIBC serves individuals, small businesses and institutional clients with digital tools, financial planning and specialized products such as private and commercial banking. Customers rely on CIBC for its broad product suite, omnichannel access and Canadian market presence.