Estate Planning Assistant

CIBC • Toronto, ON

7d • Onsite

About The Position

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. 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.

Requirements

• Proven experience in customer service, estates, and sales.
• Degree/diploma in Business
• Life License Qualification Program (LLQP) certification or are open to obtaining within 12 months of hire.
• Understanding that success is in the details.
• Critical thinking skills help to inform decision making.
• Put our clients first.
• Engage with purpose to find the right solutions.
• Go the extra mile, because it's the right thing to do.
• Values matter to you.
• Bring your real self to work, and you live our values – trust, teamwork.
• Analytical Thinking
• Business Development
• Business Documentation
• Customer Experience (CX)
• Developing Proposals
• Marketing Activities
• Trusts and Estate Planning
• Work Collaboratively

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.
• 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: Entry Level
• Education Level: Associate degree
• Number of Employees: 5,001-10,000 employees