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Added 21 hours ago
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YVR - PT Warehouse Associate
Paradies Lagardère
Vancouver, BC
- Part-time
POSITION REPORTS TO: Assistant or General Manager
Added 1 day ago
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HR Coordinator
Photonic Inc.
Coquitlam, BC
- $71,000 to $97,600 CAD / year
- Full-time
3+ years of experience as an HR Coordinator, HR Assistant, Recruiting Coordinator, or in a similar People Operations role.
Added 1 day ago
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Administration Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
The Client Service Assistant role sits within Nesbitt Burns, the full‑service investment advisory platform within Private Wealth, supporting high‑net‑worth clients through personalized…
Added 1 day ago
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Client Service Assistant, Private Wealth (Contract)
BMO
Toronto, ON
- Full-time
The Client Service Assistant supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides…
Added 2 days ago
RA
Software Engineering Intern - Applications (Summer 2027)
Rivian and Volkswagen Group Technologies
Remote, Canada
- $30 to $33.75 CAD / hour
- Internship
- Remote
When a driver taps navigation, plays music, speaks to the voice assistant, connects Bluetooth, or receives a software update, that experience was built by an infotainment and mobile…
Added 2 days ago
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Assistant Community Manager
Parkbridge
Wasaga Beach, ON
- Full-time
The Assistant Community Manager will work closely with the Community Manager to ensure the efficient management of the property, maintain tenant satisfaction, and handle administrative…
Added 2 days ago
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Assistant Community Manager
QuadReal Property Group
Wasaga Beach, ON
- Full-time
The Assistant Community Manager will work closely with the Community Manager to ensure the efficient management of the property, maintain tenant satisfaction, and handle administrative…
Added 2 days ago
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Client Service Assistant
BMO
Vancouver, BC · FBT
- Full-time
Added 2 days ago
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Sr Pharmacy Technician (12 month contract)
McKesson
Dartmouth, NS
- Full-time
McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson’s (or affiliated entities, like…
Added 2 days ago
MU
Teaching Assistant - INDS 302 - W2027
McGill University
Montreal, QC
- Part-time
If you are an active McGill employee (ie: currently in an active contract or position at McGill University), do not apply through this Career Site. Login to your McGill Workday account and…
Added 2 days ago
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7818 - Assistant Store Manager PT
Lids
Vaughan, ON
- $18.1 USD / hour
- Part-time
At Lids, our Assistant Store Managers are the heart and soul of the Lids brand. These cap experts strive to foster the passion for sporting and fashion goods by meeting the needs of our…
Added 2 days ago
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Pharmacy Assistant-24 Month Contract
Cencora
Winnipeg, MB · CAN > MB > Winnipeg > Commerce
- Full-time
The Pharmacy Assistant will also be assigned other duties and tasks as required from time to time.
Added 3 days ago
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Corporate Tax Manager (Contract until January 2028)
Fidelity Canada
Toronto, ON
- Full-time
Please note this is a contract role ending January 29, 2028.
Added 3 days ago
MU
Teaching Assistant - INDS 203 - W2027
McGill University
Montreal, QC
- Part-time
If you are an active McGill employee (ie: currently in an active contract or position at McGill University), do not apply through this Career Site. Login to your McGill Workday account and…
Added 3 days ago
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Administrative Assistant
Adecco
Bowmanville, ON
- Contract
$33.09/Hour | 6 Month Contract | Durham Region
Added 3 days ago
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Bilingual Team Support Admin
Simcoe Muskoka Family Connexions
Barrie, ON
- $52,119 to $65,163 CAD / year
The Job We are recruiting for a temporary Bilingual Team Support Administrative Assistant to support the Collingwood & Francophone Protection Teams. The incumbent will report to the…
Added 3 days ago
Assistant Branch Manager - Automotive Finishes
Sherwin-Williams
Toronto, ON · Scarborough, ON
The Branch Assistant Manager works with the Branch Manager to organize, plan, and implement strategies in a Sherwin-Williams Automotive Branch. This includes supporting all aspects of…
Added 3 days ago
QM
Administrative Assistant (Fundraising)
Quantum Management Services Ltd.
Toronto, ON
- $22 to $24 CAD / hour
- Contract
We are recruiting on behalf of our non-profit client for a Administrative Assistant (Fundraising) to join their team in Toronto. This role is ideal for an organized, detail-oriented…
Added 3 days ago
C
Pharmacy Assistant-Contract
Cencora
Burnaby, BC · CAN > BC > Burnaby > Trapp
- Full-time
Added 3 days ago
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Patient Service Associate (12-Month Contract)
McKesson
Mississauga, ON · Montreal, QC
- Full-time
…Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with…
Added 3 days ago
M
Hub Patient Services Specialist (12-Month Contract)
McKesson
Mississauga, ON · Montreal, QC
- Full-time
…Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with…
Added 3 days ago
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Private Wealth Administrative Assistant - Vaughan, Winter 2027 (Co-op/Internship) - 4 months
BMO
Vaughan, ON · VMC
- Full-time
Added 3 days ago
Sales Representative, Residential Repaint
Sherwin-Williams
Welland, ON
Have at least one (1) year of work experience as an Assistant Store or Branch Operations Manager for Sherwin-Williams
Added 4 days ago
CI
Dental Assistant
Calian in Space & Technology
Halifax, NS
- Full-time
…the Canadian Armed Forces. Through the Health Care Provider Contract, Calian employs health care professionals across Canada who are integral to supporting the health and wellbeing of our…
Added 4 days ago
LN
Operations Accountant
Live Nation Entertainment
Toronto, ON
- Full-time
Prepare and code artist final settlement wires per contract ensuring withholding taxes, charity and album bundles are correctly recognized.

CIBC

Estate Planning Assistant (12 month contract)

Winnipeg, MB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 28, 2026
Posting language: English
Posted: Oct 13, 2026

Original 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

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.

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 member must 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. 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 have proven experience in customer service, estates, insurance and sales.
You have a degree/diploma in Business; and Life License Qualification Program ( LLQP) certification or are open to obtaining.
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.

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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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 Mailbox.careers-carrieres@cibc.com
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.

Expected End Date

2027-10-29

Job Location

MB-Winnipeg, 1 Lombard Place, 20th Floor

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Marketing Activities, Trusts and Estate Planning, Work Collaboratively

Apply About employer

More about this job

Responsibilities

The Estate Planning Assistant supports Head Office and Estate Planning Specialists with administrative, sales, and marketing tasks. Responsibilities include processing insurance applications, managing client files, and coordinating seminars and client service activities.

Requirements

Candidates must have experience in customer service, estates, insurance, and sales, along with a degree or diploma in Business. A Life License Qualification Program (LLQP) certification is required or must be obtained.

Skills

Estate planning
Insurance administration
Customer service
Sales support
Marketing support
Life insurance applications
Underwriting requirements
Client file management
Insurance illustrations
Seminar planning
Analytical thinking
Business documentation
Critical thinking
Attention to detail
Relationship management

Benefits

Competitive compensation
Banking benefit
Wellbeing support
Employee and family assistance programs
MomentMakers recognition program

Visa sponsorship

Not detected in the job text

Keywords

Estate Planning
Life Insurance
Underwriting
Administration
Sales Support
Marketing
Client Service
LLQP
Business
Insurance Illustrations
Banking
Relationship Management
Critical Thinking
Documentation
Workshops
Product Launches
Investment Advisor Support
Compliance
Customer Experience

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