CIBC
EstatePlanningAssistant
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Estate Planning Assistant at CIBC. Skills: Estate Planning, Insurance, Sales, Customer Service, Administration. Supporting Head Office and Estate Planning Specialists in all areas of administration, sales and marketing. Obtaining insurance quotes”
Industry & Context.
Critical thinking skills help to inform your decision making
Must be on-site full-time Monday through Friday, Legally eligible to work at the specified location(s), May be asked to complete an attribute-based assessment and other skills tests
What They're Looking For.
Must Have
Proven experience in customer service, estates, insurance and sales, Degree/Diploma in Business, Life License Qualification Program (LLQP) certification or open to obtaining within 12 months of hire, Must be insurance licensed in order to discuss any insurance related items with clients
What You'll Do.
Supporting Head Office and Estate Planning Specialists in all areas of administration
Obtaining insurance quotes
Ongoing client service
Supporting other projects as assigned
Reviewing life insurance applications
change forms or other documents for completeness and accuracy
Forwarding original life insurance applications and related documentation to the insurance company
Organizing and requesting any underwriting requirements requested by the underwriter
Maintaining accurate and complete client files
Distributing client anniversary statements and notifications to the appropriate Investment Advisor on a timely basis
Following up with Investment Advisors to ensure timely service and reviews are provided to the client
Responding to client enquiries or directing them to the appropriate staff member
Preparing insurance illustrations using software provided by each life insurance company
Obtaining 'special' or 'inforce' insurance illustrations from the insurance carriers as requested
Planning and organizing seminars
workshops and product launches for clients
How You'll Work.
Team & Collaboration
Supporting Head Office and Estate Planning Specialists; Following up with Investment Advisors; Directing clients to the appropriate staff member; Bringing together great minds to create innovative solutions
Full 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](https://www.cibc.com/en/about-cibc.html) **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._ The expected annualized base salary range for this role is $50,840 to $59,350. The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles. In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program. We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process. **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 c
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