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Added 1 hour ago
CO
People and Culture Business Partner
City of North Vancouver
North Vancouver, BC
- Full-time
Reporting to the Manager, People & Culture Services, the People and Culture Business Partner works in a client-group based model to provide guidance and advice at all levels of the…
Added 2 hours ago
C
Director, Distribution Strategy & Financial Management
CIBC
Toronto, ON
- Full-time
…shape the strategy and priorities for CIBC’s banking centre and advisor channels. Reporting to the Senior Director, Distribution Strategy & Enablement, you’ll lead high-priority strategic…
Added 3 hours ago
C
Director, Distribution Strategy & Financial Management
CIBC
Toronto, ON
- Full-time
…shape the strategy and priorities for CIBC’s banking centre and advisor channels. Reporting to the Senior Director, Distribution Strategy & Enablement, you’ll lead high-priority strategic…
Added 4 hours ago
DIRECTOR, PRODUCT - INSURANCE
Green Shield Canada
Toronto, ON
health care services such as mental health, pharmacy, telemedicine, and chronic
Added 5 hours ago
EJ
CA Financial Advisor
Edward Jones
Ottawa, ON
- $38,500 to $100,000 CAD / year
- Full-time
…estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by a client support team, a home-office team…
Added 5 hours ago
G
Director, Product - Insurance
GreenShield
Toronto, ON
- Full-time
…benefits, and pay claims as a ‘payer’ while offering health care services such as mental health, pharmacy, telemedicine, and chronic disease management as a ‘provider’. As a non-profit…
Added 6 hours ago
Delivery Manager, Wealth Management
Scotiabank
Toronto, ON
…Management projects or workstreams, including initiatives related to advisor enablement, client experience, operational efficiency, regulatory change, or platform modernization, for…
Added 6 hours ago
VC
Advanced Practice Physiotherapist - McLean Integrated Spine Clinic
Vancouver Coastal Health
Vancouver, BC
- $45.15 to $56.17 CAD / hour
- Temporary
…General Hospital! Apply today to speak to a Talent Acquisition…
Added 6 hours ago
AC
Tax Preparer
ACCA Careers
Oshawa, ON
- Full-time
Make an impact with our Tax Services team in our Oshawa office for a contract position as a Tax Preparer. starting in February 2027 to April 30, 2027. This diverse team of professionals…
Added 6 hours ago
C
Financial Advisor CIRO-ID
CIBC
Toronto, ON
- Full-time
As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As…
Added 7 hours ago
RB
Banking Advisor
Royal Bank of Canada
Fort Frances, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 7 hours ago
A
Everyday Banking Advisor - Pincher Creek
ATB
Pincher Creek, AB
- Full-time
Be a Trusted Advisor: Provide personalized advice on personal banking products, services, and solutions. You'll match clients with the right products and escalate complex needs to senior…
Added 7 hours ago
A
Senior Compensation Specialist
ATB
Remote, Canada
- Full-time
- Remote
…strategies to meet the unique competitive landscape of the financial services sector while considering the context of ATB’s enterprise…
Added 7 hours ago
T
Social Media Surveillance Officer
TD
Toronto, ON
- Full-time
…Canada use social media confidently and compliantly - balancing advisor enablement with strong regulatory oversight. As a regulatory and policy subject matter expert, you will provide…
Added 7 hours ago
C
Bilingual Sales Associate, Apartments.com/ Associé(e) aux ventes bilingue, Apartments.com - Montréal, Québec
CoStar
Montreal, QC
- Full-time
…nombre de locataires et les plus qualifiés. Notre gamme de services comprend la publicité numérique, la gestion des médias sociaux et de la réputation, ainsi que des solutions d'analyse de…
Added 9 hours ago
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Insurance Advisor Level 1
AMA - Alberta Motor Association
Lethbridge, AB
- Full-time
You’re passionate about finding the right solutions to fit client needs.
Added 9 hours ago
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W847L-270174 - Senior Learning Advisor Working Status: On-Site
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Ottawa, ON
- Contract
MT1 As per the Learning Services Supply Arrangement (SA), the Bidder must clearly demonstrate that the proposed Senior Learning Advisor meets one of the following minimum obligatory…
Added 9 hours ago
KC
Resourcing Lead
Kim Cosic Consulting Inc.
Toronto, ON
- Full-time
While my client is technically an operational consultancy, they don’t like to call themselves consultants. They're a collection of engineers, innovators and creators who work with companies…
Added 9 hours ago
M
Co-op Accountant, Assurance and Accounting (September 2027)
MNP
Strathroy-Caradoc, ON · Strathroy, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 10 hours ago
J
Sales Strategy & Operations Manager
Jobber
AB · Edmonton, AB
- Full-time
Added 10 hours ago
C
Financial Advisor CIRO-ID (Urban)
CIBC
Mississauga, ON · Erin Mills Town Centre Banking
- Full-time
As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As…
Added 10 hours ago
M
Vendor Conflicts Lead
Metrolinx
Canada
- Full-time
Our Procurement Services/Finance office is seeking a Vendor Conflicts Lead reporting to the Manager, Conflicts of Interest, provides strategic advice and planning to drive the success of…
Added 10 hours ago
RB
Commercial Banking Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a results-oriented…
Added 10 hours ago
RB
Client Advisor
Royal Bank of Canada
Truro, NS
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 10 hours ago
RB
Client Advisor
Royal Bank of Canada
Crystal City, MB
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…

CIBC

Estate Planning Assistant (12 month contract)

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 20, 2026
Posting language: English
Posted: Nov 5, 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.
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

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

2027-12-03

Job Location

500 Centre Street SE

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Financial Statement Analysis, Office Administration, Policy Implementation, Prioritization, Team Support

Apply About employer

More about this job

Responsibilities

The Estate Planning Assistant supports Head Office and specialists with administrative, sales, and marketing tasks, including processing insurance applications and maintaining client files. They also manage client service inquiries, prepare insurance illustrations, and coordinate seminars and workshops.

Requirements

Candidates must have a degree or diploma in Business and possess or be willing to obtain Life License Qualification Program (LLQP) certification. Proven experience in customer service, estates, insurance, and sales is required, along with strong attention to detail.

Skills

Client Service
Insurance Administration
Sales Support
Marketing Support
Life Insurance Applications
Underwriting Requirements
Client File Management
Insurance Illustrations
Seminar Planning
Critical Thinking
Attention To Detail
Relationship Management
Business Administration
LLQP Certification

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
Insurance Illustrations
Client Service
Administration
Sales Support
Marketing
LLQP
Business
Financial Services
Banking
Client Relations
Policy Anniversary
Investment Advisor Support

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