Estate Planning Assistant: Client-Focused Insurance Support

Canadian Imperial Bank of Commerce; Montreal; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Montreal is seeking an Estate Planning Assistant to support its team with administrative, sales, and marketing tasks. The ideal candidate has 2-3 years of experience in the insurance industry, is fluent in French and English, and possesses a business degree. The role involves reviewing insurance applications, preparing client statements, and engaging with high-net-worth clients. Competitive compensation and growth opportunities are offered.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Qualifications

• 2-3 years experience in the insurance industry.
• Fluent in French and English.
• Attention to detail and critical thinking skills.

Responsibilities

• Review life insurance applications for completeness.
• Prepare insurance illustrations using software.
• Distribute client anniversary statements to advisors.

Skills

Analytical Thinking

Customer Experience (CX)

Trusts and Estate Planning

Marketing Activities

Education

Degree/Diploma in Business

License Qualification Program (LLQP) certification

Job description

A leading financial institution in Montreal is seeking an Estate Planning Assistant to support its team with administrative, sales, and marketing tasks. The ideal candidate has 2-3 years of experience in the insurance industry, is fluent in French and English, and possesses a business degree. The role involves reviewing insurance applications, preparing client statements, and engaging with high-net-worth clients. Competitive compensation and growth opportunities are offered.