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Added 11 mins ago
CR
restaurant assistant manager
Chuck's Roadhouse Bar & Grill
Oakville, ON
- Full-time
Participates in a government or community program or initiative that supports youth employment
Added 11 mins ago
KB
restaurant assistant manager
Karahi Boys
Mississauga, ON
- Full-time
College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Added 11 mins ago
EI
Assistant Lead Foundations Engineer
Egis in Canada
Hamilton, ON
- $105,000 to $155,000 CAD / year
- Contract
As part of the development of our rail geotechnical team, Egis is searching for an Assistant Lead Foundations Engineer for rail transit projects.
Added 11 mins ago
NS
2627-202 - Administrative Assistant (OA11) - Pictou Campus
Nova Scotia Community College - NSCC
Stellarton, NS
- Full-time
Collaborate with another Administrative Assistant to manage enrollment related tasks and provide coverage for administrative tasks as needed during staff absences.
Added 11 mins ago
OC
Term EA Assignment FTE 1.0
Ottawa Catholic School Board
Ottawa, ON · Manotick, ON
- Contract
The OCSB is currently seeking a term Educational Assistant for the school indicated. The address of which can be found on our .
Added 11 mins ago
FB
Assistant Deli/Cheese Manager
Farm Boy Inc.
Toronto, ON
- $21.5 CAD / hour
- Full-time
Completion of a post-secondary program with an emphasis in business, plus a minimum of 1 year of progressively responsible supervisory or management experience in a similar role, or an…
Added 11 mins ago
OC
Term EA Assignment FTE 0.75
Ottawa Catholic School Board
Ottawa, ON · Manotick, ON
- Contract
The OCSB is currently seeking a term Educational Assistant for the school indicated. The address of which can be found on our .
Added 13 mins ago
L
Store Operations Manager
LCBO
Toronto, ON
- Full-time
You will create the customer experience in store by developing a customer-first team mentality in all aspects of the store's operation and program execution.
Added 13 mins ago
L
Store Operations Manager
LCBO
Aurora, ON
- Full-time
You will create the customer experience in store by developing a customer-first team mentality in all aspects of the store's operation and program execution.
Added 13 mins ago
EH
Administrative Assistant PT
Edgewood Health Network Inc
Carters Point, NB
- $22 to $25 CAD / hour
- Part-time
Under the Executive Director's direction, the Assistant will anticipate needs, take initiative, and work independently and collaboratively as needed. This position also requires strong…
Added 13 mins ago
Customer Service Assistant - BDC
University of Guelph
Chatham-Kent, ON · Ridgetown, ON
The Customer Service Assistant provides front-line customer service for the Business Development Centre to staff, clients, and other stakeholders of the University of Guelph, Ridgetown…
Added 13 mins ago
TH
Registered Nurse First Assistant-(Full Time) MH Cardiovascular Operating Room
Trillium Health Partners
Mississauga, ON
- Full-time
As a member of the Surgery team, the Registered Nurse First Assistant (RNFA) is responsible for enhancing the care of surgical patients. As an experienced perioperative registered nurse,…
Added 13 mins ago
Therapeutic Assistant - Adult Neurodevelopmental Stabilization Unit - Mental Health & Addictions
Nova Scotia Health and IWK Health
Dartmouth, NS
Reporting to the Registered Nurse / LPN and working under the direction of a Recreation Therapist, the Therapeutic Assistant assists in the provision of health, health promotion and…
Added 13 mins ago
Therapeutic Assistant - Adult Neurodevelopmental Stabilization Unit - Mental Health & Addictions
Nova Scotia Health and IWK Health
Dartmouth, NS
Reporting to the Registered Nurse / LPN and working under the direction of a Recreation Therapist, the Therapeutic Assistant assists in the provision of health, health promotion and…
Added 13 mins ago
Autobox System Control Operator
Cargill
High River, AB
New, easy-to-apply options are available for this role: chat with our recruiting assistant Ana at careers.cargill.com or text CargillJobs to 60196.
Added 28 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Day
Shoppers Drug Mart
Toronto, ON
- Full-time
…support of a national brand. Benefit from a purchase discount program, flexible and varied schedules, competitive pay and online learning through…
Added 28 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein jour
Shoppers Drug Mart
Gatineau, QC
- Full-time
Diplôme d’un cours reconnu d’assistant technique en pharmacie, de préférence.
Added 28 mins ago
SD
Pharmacy Assistant, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Courtice, ON
- Part-time
Diploma from a Pharmacy Assistant credited course preferred
Added 28 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Night
Shoppers Drug Mart
Toronto, ON
- Full-time
…support of a national brand. Benefit from a purchase discount program, flexible and varied schedules, competitive pay and online learning through…
Added 28 mins ago
SD
Merchandiser, Hourly Part Time Evening
Shoppers Drug Mart
Hamilton, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 28 mins ago
W
Pharmacy Assistant
Walmart
Ottawa, ON
- Part-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 28 mins ago
W
Part Time (CAN) Pharmacy Assistant
Walmart
Charlottetown, PE
- Part-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 28 mins ago
FB
Assistant Meat Manager
Farm Boy Inc.
Kingston, ON
- From $21.5 CAD / hour
- Full-time
Completion of a post-secondary program with an emphasis in business, plus a minimum of 1 year of progressively responsible supervisory or management experience in a similar role, or an…
Added 28 mins ago
FB
Assistant Grocery Manager
Farm Boy Inc.
Collingwood, ON
- From $21.5 CAD / hour
- Full-time
Completion of a post-secondary program with an emphasis in business, plus a minimum of 1 year of progressively responsible supervisory or management experience in a similar role, or an…
Added 28 mins ago
FB
Assistant Grocery Manager
Farm Boy Inc.
Kingston, ON
- From $21.5 CAD / hour
- Full-time
Completion of a post-secondary program with an emphasis in business, plus a minimum of 1 year of progressively responsible supervisory or management experience in a similar role, or an…

CIBC

Estate Planning Assistant

Edmonton, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 10, 2026
Posting language: English
Posted: Oct 7, 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 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

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 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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