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Added 12 mins ago
OB
Investment Associate
Odlum Brown Limited
Vancouver, BC
- Full-time
In this role, you will join a Portfolio Manager and an existing assistant, providing dedicated support for discretionary portfolio management services to high-net-worth individuals.
Added 12 mins ago
CH
Executive Assistant
Covenant Health Canada
AB · Edmonton, AB
- Full-time
Are you brilliant at providing direct operational support and administrative services to leaders, team members, and clients? Are you skilled at supporting tactical communications planning…
Added 43 mins ago
N
Administrative Assistant
NetworkPedia
AB · Edmonton, AB
- Contract
Job Title: Administrative Assistant – Intermediate
Added 43 mins ago
LL
Corporate Legal Administrative Assistant
Lawson Lundell LLP
Calgary, AB
- Full-time
Lawson Lundell LLP is seeking a full-time, intermediate-level Corporate Commercial Legal Assistant to join our Corporate Department in Calgary. The ideal candidate is an enthusiastic,…
Added 59 mins ago
Legal Administrative Assistant
Lawson Lundell
AB · Calgary, Alberta
Lawson Lundell LLP is seeking a full-time, intermediate-level Corporate Commercial Legal Assistant to join our Corporate Department in Calgary. The ideal candidate is an enthusiastic,…
Added 1 hour ago
AL
Administrative Assistant (Entry Level)
AGAT Laboratories
Calgary, AB
- Full-time
The Administrative Assistant is an entry-level position serving administrative functions across various departments and divisions. This role will be based at our Calgary location. The…
Added 1 hour ago
ES
Guardianship and Trusteeship Coordinator
Easter Seals Alberta
Calgary, AB
- Full-time
…been in existence for over 75 years. Our mission is to provide services that foster inclusion, independence, and well-being for individuals with disabilities and medical conditions. We…
Added 1 hour ago
PG
AVP Third Party Risk Management
Peoples Group
Vancouver, BC
- Full-time
The Assistant Vice President, Third Party Risk Management (TPRM) is responsible for leading the implementation and ongoing execution of the Peoples Group TPRM framework, including ownership…
Added 1 hour ago
SF
Administrative and Payroll Assistant
SGGG Fund Services Inc.
Toronto, ON
- $58,000 to $63,000 CAD / year
- Contract
We are hiring an Administrative and Payroll Assistant to join our Office Management Team. This role is ideal for someone beginning their administrative career and looking to gain experience…
Added 1 hour ago
AS
VP, Finance
About Staffing
Calgary, AB
- $180,000 to $210,000 CAD / year
- Full-time
Our SE Calgary client is a growing financial services organization with operations across Canada and the United States. With multiple business entities and a fast-moving environment, the…
Added 1 hour ago
Dual Lab Assistant & Lab Patient Technician (OPSEU Timmins)
LifeLabs
Timmins, ON
…Canadians through accessible, accurate, and innovative diagnostic…
Added 1 hour ago
W
Housing Assistant
Wasauksing
McDougall, ON · Parry Island, Ontario
- Full-time
Wasauksing First Nation is accepting applications for a Housing Assistant. This is a full-time position responsible for providing administrative, program, and operational support to the…
Added 1 hour ago
A
Executive Administrative Assistant
AtkinsRéalis
Pickering, ON
- Full-time
…Reporting to the Senior Project Director, the CanAtom Executive Assistant provides day-to-day support to the project senior leadership…
Added 2 hours ago
WI
Assistant Technician, Construction
WSP in Canada
Ottawa, ON
- Full-time
…that shape communities and infrastructure across Canada. As an Assistant Technician, Construction, you'll support construction inspection, materials testing, and field activities while…
Added 2 hours ago
GE
Administrateur(trice) au service à la clientèle
GFL Environmental Inc.
Saint-Hyacinthe, QC
- Full-time
Dans ce rôle, vous contribuerez à la vente et à la promotion des services de collecte des matières résiduelles de GFL en soutenant l’équipe des ventes externes et en assurant la liaison…
Added 2 hours ago
Administrative Assistant
Government of Alberta
Calgary, AB
Job Title: Administrative Assistant- Disability Services
Added 2 hours ago
C
Assistant Federated Agencies
Co-operators
Guelph, ON · Mississauga, ON
- Full-time
As the Assistant you will provide a full range of support services to the department. You will compile, process, and maintain account information in accordance with established policies and…
Added 2 hours ago
C
Client Support Representative
Co-operators
Moncton, NB · Guelph, ON · Laval, QC · Calgary, AB
- Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 2 hours ago
WL
Financial Services Administrator
Wagner, Livock & Associates Financial Services Inc.
Kitchener, ON
- $45,000 to $60,000 CAD / year
- Full-time
The Financial Services Administrator supports the full lifecycle of the client relationship; from onboarding, through every transaction, compliance requirement, and review.
Added 2 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Beaconsfield, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 2 hours ago
B
Administration Assistant, BMO Nesbitt Burns
BMO
Edmonton, AB · Enbridge
- Full-time
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Added 2 hours ago
VC
Registered Veterinary Technician - Wellington Veterinary Services
VetCare Canada
Elora, ON
- Temporary
Welcome, we're thrilled you are considering joining the highly skilled team at Wellington Veterinary Services
Added 3 hours ago
CG
Assistant Manager, Full Time
Compass Group Canada
AB · Greater Edmonton Metropolitan Area
- Full-time
Now, If You Were To Come On Board As An Assistant Catering Manager, We’d Ask You To Do The Following For Us
Added 3 hours ago
D
Executive Assistant, Central Business Services (Kitchener)
Deloitte
Kitchener, ON
- Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 3 hours ago
Assistant Manager, Income Processing - Asset Servicing (GWO)
Scotiabank
Toronto, ON
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Closed listing

CIBC

Estate Planning Assistant

Edmonton, AB, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Job type: Full-time
Closing date: Oct 10, 2026
Posting language: English
Posted: Oct 7, 2026

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Original job description

Archived listing. The details below describe a past opening.

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 within 12 months of hire.
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

2027-04-23

Job Location

AB-Edmonton, 10180-101st St., Floor 18

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

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 managing insurance applications, maintaining client files, and coordinating client-facing events like seminars and workshops.

Requirements

Candidates must have a degree or diploma in Business and possess or be willing to obtain the Life License Qualification Program (LLQP) certification within 12 months. Proven experience in customer service, estates, insurance, and sales is required.

Skills

Client service
Insurance administration
Estate planning
Sales support
Marketing support
Document review
Underwriting support
Insurance illustrations
Event planning
Critical thinking
Attention to detail
Relationship management
Data maintenance
Communication

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
LLQP
Business Administration
Client Service
Sales Support
Marketing
Insurance Illustrations
Policy Administration
Financial Services
Banking
Client Relations
Event Coordination
Document Management
Compliance

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