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Added 16 mins ago
TL
Box Office Duty Manager (Part Time)
TO LIVE
Toronto, ON
- Up to $25.08 CAD / hour
- Part-time
Under the direction of the Manager and Assistant Manager of Box Office Services, the Box Office Duty Manager is responsible for helping run the Box Offices of TO Live for events and…
Added 31 mins ago
LA
Office Assistant
Longboard Architectural Products
Abbotsford, BC
- Full-time
Reporting to the Director of People & Culture, the Office Assistant will be the first face and voice of Longboard for the guests, clients, and visitors who come through our doors. This role…
Added 46 mins ago
NF
Produce Department Manager - West Kelowna
Nature's Fare Markets
West Kelowna, BC
- Full-time
Work in collaboration with the Store’s Manager and Assistant Manager to monitor department staffing requirements, including the creation of department schedules, Requests for Time Off,…
Added 46 mins ago
NF
Produce Department Manager - Vernon
Nature's Fare Markets
Vernon, BC
- Full-time
Work in collaboration with the Store’s Manager and Assistant Manager to monitor department staffing requirements, including the creation of department schedules, Requests for Time Off,…
Added 46 mins ago
PL
Administrative Assistant
Pomeroy Lodging
Calgary, AB
- Full-time
We are looking for an Administrative Assistant to join our team!
Added 1 hour ago
B
Assistant Manager, Auto Service Centre
BCAA
Victoria, BC
- Full-time
We are currently hiring an Assistant Manager, Auto Service Centre to join our Automotive team. In this role, you will partner with the Service Manager to lead a high-performing team,…
Added 1 hour ago
DB
Human Resources Administrator
Doman Building Materials Group Ltd
Vancouver, BC
- Full-time
Doman Building Materials is an exciting place to work as an Administrative Assistant. Operating in every province except PEI, the Administrative Assistant supports a busy Human Resources…
Added 1 hour ago
EC
Assistant manager, restaurant
Ek Chai Kahani
Surrey, BC
- Full-time
Added 1 hour ago
A
Part-Time Receptionist / Administrative Assistant
ABB
Quebec, QC
- Part-time
As a Receptionist / Administrative Assistant, you will play a key role in supporting the day-to-day administrative operations of the site. You will provide professional support to the local…
Added 1 hour ago
DB
Human Resources Administrator
Doman Building Materials Group
Vancouver, BC
- $55,000 to $62,000 CAD / year
- Full-time
Doman Building Materials is an exciting place to work as an Administrative Assistant. Operating in every province except PEI, the Administrative Assistant supports a busy Human Resources…
Added 2 hours ago
TC
Restaurant Management | Leadership
The Canadian Brewhouse
Regina, SK
- Full-time
Assistant General Manager Role Responsibilities:
Added 2 hours ago
CH
Executive Assistant
Covenant Health Canada
AB · Edmonton, AB
- Full-time
Added 3 hours ago
EB
Senior Executive Assistant
EQ Bank | Canada's Challenger Bank
Toronto, ON
- Full-time
As a Senior Executive Assistant, you will serve as a trusted partner to one or more senior executives and a senior member of the Executive Assistant function within the Office of the…
Added 3 hours ago
TP
Executive Assistant Office Manager
TDS Personnel
Toronto, ON
- $100,000 to $110,000 CAD / year
- Full-time
Seeking a highly organized, technologically savvy, and proactive Executive Assistant/Office Manager to provide comprehensive administrative support to the office and team. The ideal…
Added 3 hours ago
N
Executive Assistant
Navacord
Toronto, ON
- $85,000 to $100,000 CAD / year
- Full-time
Navacord is seeking a highly organized, proactive, and creative Executive Assistant to support our President, Benefits Consulting & Financial Services. This role is ideal for someone who…
Added 3 hours ago
BL
Reception + Office Services Assistant (Victoria)
BC Legal Management Association
Victoria, BC
- Other
The Reception + Office Services Assistant functions as the “face of the firm” and plays an important role in representing the firm’s character and values by providing front-desk and…
Added 4 hours ago
MU
Communications Assistant A (Schulich Ambassador - Open House)
McGill University
Vancouver, BC · Strathcona Music
- Part-time
Assisting with event logistics and the preparation, setup, and takedown of materials.
Added 4 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 4 hours ago
C
Client Support Representative
Co-operators
Moncton, NB · Guelph, ON · Laval, QC · Calgary, AB
- Full-time
Administrative Assistant program or administrative experience is an asset.
Added 5 hours ago
WP
World Junior Hockey - Concession Attendant
Westerner Park
Red Deer, AB
- Temporary
Reporting to the Assistant Manager, Food & Beverage Operations, the Concession Attendant supports daily concession operations, maintains high service standards, and contributes to positive…
Added 5 hours ago
D
Administrative Assistant
Desjardins
Quebec, QC · Caisse populaire Desjardins du Piémont Laurentien
- Full-time
Added 5 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 5 hours ago
TH
Assistant Store Manager Timmins
The Home Depot Canada
Timmins, ON
- Full-time
Assistant Store Managers (ASMs) are responsible for providing Customers with a convenient and enjoyable shopping experience. They work to create an inviting shopping environment for…
Added 5 hours ago
TH
DIRECTEUR ADJOINT DE MAGASIN
The Home Depot Canada
Timmins, ON
- Full-time
Assistant Store Managers (ASMs) are responsible for providing Customers with a convenient and enjoyable shopping experience. They work to create an inviting shopping environment for…
Added 5 hours ago
Chief & Council Secretary
Musqueam Indian Band
Vancouver, BC
Coordinate with the Chief’s Admin Assistant and the CAO’s Executive Assistant to organize special events for the Chief and Council;

Closed listing

CIBC

Estate Planning Assistant

Edmonton, AB, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

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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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