Job Description

Wexe2x80x99re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whatxe2x80x99s 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 visitWhat Youxe2x80x99ll Be DoingYouxe2x80x99ll 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, youxe2x80x99ll be on-site full-time Monday through Friday.How Youxe2x80x99ll SucceedAdministration xe2x80x93 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 xe2x80x93 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.Sales & Marketing xe2x80x93 Prepare insurance illustrations using software provided by each life insurance company. Obtain xe2x80x9cspecialxe2x80x9d or xe2x80x9cinforcexe2x80x9d insurance illustrations from the insurance carriers as requested. Plan and organize seminars, lunch and learns, workshops and product launches for clients.Who You AreYou 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 proven experience in customer service, estates and sales.You have a degree/diploma in Business; and License Qualification Program ( LLQP) certification.Values matter to you. You bring your real self to work and you live our values xe2x80x93 trust, teamworkWhat CIBC OffersAt 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 conditionsWhat you need to knowCIBC 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 contactYou 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 tests (such as simulation, coding, French proficiency, MS Office). 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 Edmonton-10180-101st StreetEmployment Type RegularWeekly Hours 37.5Skills Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Marketing Activities, Trusts and Estate Planning, Work Collaboratively

CIBC