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Added 6 mins ago
KB
Office administrative assistant
KM Bookkeeping & Tax services Inc
Summerside, PE
- $20 to $25 CAD / hour
- Full-time
- On-site
Added 11 mins ago
Research Assistant - Roots of Resilience Program Evaluation with Rise Up Indigenous Wellness
Okanagan College
Salmon Arm, BC
…participants takes place during this time. The PI and the Research Assistant (RA) will build relationships with Rise Up and the Advisory Circle and co-create the governance structure,…
Added 11 mins ago
DG
Administrative Assistant
Doane Grant Thornton
Victoria, BC
- Full-time
As an Administrative Assistant your responsibilities will include:
Added 22 mins ago
PH
Personal Support Worker SUMMIT PLACE
ParaMed Home Health Care
Owen Sound, ON
- Part-time
…consideration. If you would like more information about how your data is processed, please contact…
Added 22 mins ago
IG
Notary Receptionist
Insight Global
Vancouver, BC
- $20 to $23 CAD / hour
- Contract
Added 25 mins ago
L
District Assistant (Contract)
LCBO
Canada
- Full-time
As a District Assistant you will provide confidential, high-level support to our District Managers and their store networks. This is a dynamic role where no two days are the same - from…
Added 25 mins ago
L
District Assistant (Contract)
LCBO
Beauharnois, QC
- Full-time
As a District Assistant you will provide confidential, high-level support to our District Managers and their store networks. This is a dynamic role where no two days are the same - from…
Added 25 mins ago
Manager Sport Medicine and Athlete Performance
Wilfrid Laurier University
Canada
…High-Performance Strength & Conditioning Coordinator (1 FTE), the Assistant Coach, High Performance Strength & Conditioning (1 FTE) and 1 Contractual High-Performance Strength &…
Added 25 mins ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Orleans, ON
- Part-time
Data entry for new prescriptions, and managing refill request processing
Added 25 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Saint-Jérôme, QC
- Part-time
Diplôme d’un cours reconnu d’assistant technique en pharmacie, de préférence.
Added 25 mins ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Halifax, NS
- Part-time
Data entry for new prescriptions, and managing refill request processing
Added 25 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Sept-Îles, QC
- Full-time
Diplôme d’un cours reconnu d’assistant technique en pharmacie, de préférence.
Added 25 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Dollard-Des Ormeaux, QC
- Part-time
Diplôme d’un cours reconnu d’assistant technique en pharmacie, de préférence.
Added 25 mins ago
SD
Pharmacy Assistant, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Cambridge, ON
- Part-time
Data entry for new prescriptions, and managing refill request processing
Added 25 mins ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Data entry for new prescriptions, and managing refill request processing
Added 25 mins ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Whitby, ON
- Part-time
Data entry for new prescriptions, and managing refill request processing
Added 25 mins ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Greater Napanee, ON
- Part-time
Data entry for new prescriptions, and managing refill request processing
Added 25 mins ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Bedford, NS
- Part-time
Data entry for new prescriptions, and managing refill request processing
Added 25 mins ago
W
(CAN) Pharmacy Assistant
Walmart
Truro, NS
- Full-time
The Pharmacy Assistant assists the Pharmacist in the technical aspects of prescription filling and administrative duties in order to increase the Pharmacist's opportunity to provide patient…
Added 41 mins ago
Damage Prevention Assistant
FortisAlberta
Airdrie, AB
TITLE: 18 Month Acting Damage Prevention Assistant (AA26-209)
Added 41 mins ago
SL
Admin III, Anishinaabewaadiziwin
Sioux Lookout First Nations Health Authority
Thunder Bay, ON · Sioux Lookout, ON
- Full-time
Under the supervision of the Director of Anishinaabewaadiziwin, the Program Assistant provides reception, clerical and program support services. Working in a multi-disciplinary environment,…
Added 41 mins ago
MM
Assistant Vice President, Reinsurance Broking
Marsh McLennan
Toronto, ON
- Full-time
Assist in data preparation for reinsurance placement submission packages.
Added 52 mins ago
ON
Gestionnaire adjoint/Assistant Manager - Carrefour Angrignon
Old Navy
Montreal, QC
- Full-time
Added 52 mins ago
UO
Assistant Professor, tenure track, Emerging Leader Eddie Goldenberg Program
University of Manitoba
Winnipeg, MB
- Full-time
Assistant Professor -Emerging Leader in Environment, Climate Resilience, and the Arctic and the Law
Added 53 mins ago
A
Assistant Property Manager
Armco
Calgary, AB
- Full-time
We're growing in the Calgary market and are looking for an Assistant Property Manager to join our team and grow with us.

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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Search current openings

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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