Estate Planning Assistant

Canadian Imperial Bank of Commerce; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading bank in Canada is seeking an Estate Planning Assistant to support the Estate Planning Specialists and Head Office. The role includes client service, administration, sales, and marketing tasks. Ideal candidates possess a degree in Business and LLQP certification, with a strong focus on customer experience and analytical skills. Join a dynamic team committed to delivering exceptional service.

Benefits

Competitive compensation

Banking benefit

Wellbeing support

Employee assistance programs

Qualifications

• Proven experience in customer service, estates and sales.
• Critical thinking skills to inform decision making.
• Ability to engage with purpose and find right solutions.

Responsibilities

• Support Head Office and Estate Planning Specialists in administration.
• Review life insurance applications for completeness & accuracy.
• Prepare insurance illustrations and organize seminars.

Skills

Analytical Thinking

Customer Experience (CX)

Business Development

Marketing Activities

Education

Degree/Diploma in Business

LLQP Certification

Job description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

You’ll join a team that goes above and beyond for their clients. The Estate Planning Assistant is accountable for supporting Head Office and Estate Planning Specialists in all areas of administration, sales and marketing. Key Accountabilities include obtaining insurance quotes, ongoing client service and supporting other projects as assigned.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time Monday through Friday.

How You’ll Succeed

• Administration – Review all life insurance applications, change forms or other documents for completeness and accuracy. Forward original life insurance applications and related documentation to the insurance company. Organize & request any underwriting requirements requested by the underwriter. Maintain accurate and complete client files.

• Client Service – Distribute client anniversary statements and notifications to the appropriate Investment Advisor on a timely basis. Follow-up with the Investment Advisors to ensure timely service and reviews are provided to the client when policy anniversary statement and lapse/late payment offer notifications are generated. Respond to client enquiries or direct to the appropriate staff member must be insurance licensed in order to discuss any insurance related items with clients.

• Sales & Marketing – Prepare insurance illustrations using software provided by each life insurance company. Obtain “special” or “inforce” insurance illustrations from the insurance carriers as requested. Plan and organize seminars, lunch and learns, workshops and product launches for clients.

Who You Are

• You have proven experience in customer service, estates and sales.

• You have a degree/diploma in Business; and License Qualification Program ( LLQP) certification.

• You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.

• Values matter to you. You bring your real self to work and you live our values – trust, teamwork

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

• We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

*Subject to program terms and conditions

What you need to know

• 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 [e-mail]

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Expected End Date

2026-06-05

Job Location

Toronto-181 Bay St. 6th

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Marketing Activities, Trusts and Estate Planning, Work Collaboratively