Estate Planning Assistant

CIBC • Halifax, NS

10d • Hybrid

About The Position

CIBC’s Wood Gundy team is the full-service brokerage division of CIBC, serving high-net-worth clientele. 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. CIBC enables the work environment most optimal for you to thrive in your role, and details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Requirements

• Understand that success is in the details.
• Notice things that others don't.
• Critical thinking skills help to inform your decision making.
• Put clients first.
• Engage with purpose to find the right solutions.
• Go the extra mile, because it's the right thing to do.
• 2-3 years of experience in the insurance industry.
• Degree/diploma in Business.
• Values matter: trust, teamwork and accountability.

Nice To Haves

• License Qualification Program (LLQP) certification

Responsibilities

• 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.
• 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).
• 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.

Benefits

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level