Estate Planning Assistant, Wood Gundy-Bilingual

CIBC; Montreal; Hybrid; CAD 42.000 - 54.000; Vollzeit

Zusammenfassung

CIBC is seeking an Estate Planning Assistant to support Head Office and Estate Planning Specialists in administration, client service, and sales activities. The role involves handling life insurance applications, organizing underwriting requests, and coordinating communications with advisors to ensure timely client service.

Fluency in French and English is required, with 2–3 years in insurance and a business degree.

Qualifikationen

• 2-3 years of experience in the insurance industry.
• Degree or diploma in Business is required; LLQP is a plus.
• Fluent in French and English to serve clients.

Aufgaben

• Administration – review applications and organize underwriting requirements to keep client files complete and accurate.
• Client Service – distribute statements and ensure timely service with Investment Advisors; respond to client inquiries.
• Sales & Marketing – prepare illustrations and process applications; organize seminars and product launches.

Kenntnisse

Client Service

Customer Experience

Financial Statement Analysis

Office Administration

Policy Implementation

Prioritization

Team Support

Ausbildung

Bachelor's degree in Business

LLQP certification (asset)

Jobbeschreibung

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. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

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 membermust 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. Complete electronic and paper insurance applications. 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 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.
• You have 2-3 years of experience in the insurance industry.
• You have a degree/diploma in Business; It’s an asset if you have License Qualification Program ( LLQP) certification.
• You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.
• You’re fluent in French and English to serve our clients in the community.

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 aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and 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]

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

• 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 test (such as simulation, coding, French proficiency).

• We use artificial intelligence tools during the recruitment process. 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.

Job Location

QC-Montréal, 1250 René-Lévesque W Blvd, Suite 3100

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Financial Statement Analysis, Office Administration, Policy Implementation, Prioritization, Team Support