Find work in Canada.

357,098 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 5 mins ago
TC
Strategic Initiatives Coordinator (Innovation)
The Corporation of the Town of Ajax
Ajax, ON · Town Hall
- Full-time
Experience conducting business process reviews and program evaluations, including performance measurement, audits and benchmarking
Added 20 mins ago
SC
Part Time Front End Supervisor - Admirals Thrifty Foods
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Victoria, BC
- Part-time
The Front-End Supervisor is responsible to ensure a superior customer service experience by coaching, and developing friendly, well-trained staff. The Supervisor will supervise the…
Added 20 mins ago
SC
Full Time Supervisor Front End - Admirals Thrifty Foods
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Victoria, BC
- Full-time
…dental benefits, retirement and savings programs including an Employee Share Ownership Plan, a 10% in-store discount at participating banners, virtual healthcare and an Employee and Family…
Added 20 mins ago
Produce - Assistant Department Manager Produce
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Fort Saskatchewan, AB
The Assistant Produce Department Manager supports and assists the Produce Department Manager in the efficient and fiscally responsible operation of the department. In absence of the…
Added 20 mins ago
Produce - Clerk Produce
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Edmonton, AB
…dental benefits, retirement and savings programs including an Employee Share Ownership Plan, a 10% in-store discount at participating banners, virtual healthcare and an Employee and Family…
Added 20 mins ago
S
Seasonal Retail Sales Consultant-Part Time- Square One, ON
Swarovski
Mississauga, ON
- Part-time
A global employee assistance program offering support in the areas of mental, physical, and emotional health, managerial support as well as financial and legal matters
Added 20 mins ago
S
Seasonal Retail Sales Consultant - Part Time - Square One, ON
Swarovski
Mississauga, ON
- Part-time
A global employee assistance program offering support in the areas of mental, physical, and emotional health, managerial support as well as financial and legal matters
Added 20 mins ago
S
Seasonal Retail Sales Consultant - Part Time - Square One, ON
Swarovski
Mississauga, ON
- Part-time
A global employee assistance program offering support in the areas of mental, physical, and emotional health, managerial support as well as financial and legal matters
Added 2 hours ago
Produce - Manager Produce
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Stellarton, NS
The Produce Manager is responsible for coaching, motivating, and developing department staff to foster customer loyalty, fulfil customer needs and actively contribute to an environment of…
Added 2 hours ago
M
Assistant Banquet Manager
Marriott
Edmonton, AB
- Full-time
High school diploma or GED; 2 years experience in the event management, food and beverage, or related professional area.
Added 2 hours ago
LensCrafters - Store Manager 4 - #1962 Sudbury, ON
EssilorLuxottica Group
Sudbury, ON
The overall mission of the Store Manager is to be a leader within the LensCrafters organization. The Store Manager delivers key performance indicators by integrating the Brand Story and…
Added 2 hours ago
Manufacturing Engineering Manager
I M P Group International Inc.
Amherst, NS
With more than 50 years of Aerospace industry experience, IMP Aerostructures, an Operating Unit of IMP Aerospace and Defence, is a leader in the Aerospace industry providing top quality,…
Added 2 hours ago
Assistant Manager Bakery
Sobeys
Mill Bay, BC
Access to Virtual Health Care Platform* and Employee and Family Assistance Program.
Added 2 hours ago
SE
Quality Control Inspector/Tester
Schneider Electric
AB · Edmonton, Alberta
- Full-time
…(reimbursement for medical / wellbeing expenses); telemedicine program; 13 paid holidays annually; up to 19 days paid time off in first year; paid family leaves; parental and care leave;…
Added 4 hours ago
H
Senior Project Manager, Power Generation
HDR
Calgary, AB
- Full-time
At HDR, our employee-owners are fully engaged in creating a welcoming environment where each of us is valued and respected, a place where everyone is empowered to bring their authentic…
Added 4 hours ago
BC
Registered Practical Nurse - Day Surgery
Brant Community Healthcare System
Brantford, ON
- Full-time
Wellness matters, our Employee Assistance program is free and confidential to all employees and family members.
Added 4 hours ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
Employee Wellness Matters – Peer Support Team, Wellness Committee, Free, confidential Employee Assistance Program (EAP) for employees and their families.
Added 4 hours ago
BC
Registered Practical Nurse - Emergency Department
Brant Community Healthcare System
Brantford, ON
- Full-time
Employee Wellness Matters – Peer Support Team, Wellness Committee, Free, confidential Employee Assistance Program (EAP) for employees and their families.
Added 4 hours ago
BC
Registered Nurse - CCU
Brant Community Healthcare System
Brantford, ON
- Full-time
Employee Wellness Matters – Peer Support Team, Wellness Committee, Free, confidential Employee Assistance Program (EAP) for employees and their families.
Added 4 hours ago
BC
Registered Nurse - Complex Care (C4)
Brant Community Healthcare System
Brantford, ON
- Full-time
Employee Wellness Matters – Peer Support Team, Wellness Committee, Free, confidential Employee Assistance Program (EAP) for employees and their families.
Added 4 hours ago
B&
Program Manager
Black & Veatch
Markham, ON
- $159,504 to $265,843 CAD / year
- Full-time
Utility Manager or Program Manager with experience managing CIP projects from >$1.5M to $10M+construction value in any of these sectors: Stormwater, Roads, Parks, of W/WW Facility or Linear…
Added 4 hours ago
BC
Medical Radiation Technologist
Brant Community Healthcare System
Brantford, ON
- Full-time
Wellness matters, our Employee Assistance program is free and confidential to all employees and family members.
Added 4 hours ago
BC
Registered Practical Nurse - Operating Room
Brant Community Healthcare System
Brantford, ON
- Full-time
Wellness matters, our Employee Assistance program is free and confidential to all employees and family members.
Added 4 hours ago
BC
Registered Nurse - Operating Room
Brant Community Healthcare System
Brantford, ON
- Full-time
Wellness matters, our Employee Assistance program is free and confidential to all employees and family members.
Added 4 hours ago
BC
Registered Practical Nurse - Emergency Department
Brant Community Healthcare System
Brantford, ON
- Full-time
Employee Wellness Matters – Peer Support Team, Wellness Committee, Free, confidential Employee Assistance Program (EAP) for employees and their families.

Closed listing

CIBC

Estate Planning Specialist

Richmond, BC, 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 8, 2026
Posting language: English
Posted: Oct 7, 2026

Similar jobs hiring now

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

As a member of the Wood Gundy team, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As an Estate Planning Specialist, you will be responsible for providing expert estate planning advice to prospects and clients. You will work with Investment Advisors and cover clients assigned to them at a CIBC Wood Gundy branch, which will act as their home base, and may also be assigned clients to cover at a variety of satellite branches. Within the branch, you will be supervised by and report directly to the Executive Director of Estate Planning Solutions while also maintaining a reporting relationship with the Branch Manager.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details of your work arrangements will be discussed at the time of your interview.

How you’ll succeed

Client Service – Develop and maintain a portfolio of insurance clients with a focus on financial and estate planning. Work with Investment Advisors, clients, and prospects to analyze and identify insurance needs using appropriate products, planning methods and tools. Analyzing information as well as trends and applying it to individual client needs.
Sales & Marketing - Develop the capability of all assigned Investment Advisors and Branch Offices to sell various life insurance concepts directly to their clients and prospects.
Collaboration - Work alongside the Investment Advisors to assess and evaluate the appropriateness of life insurance products to meet CIBC Wood Gundy’s clients’ financial and estate planning objectives. Consult with Investment Advisors regarding illustrations, product selection and application reviews prior to the completion of sales.

Who you are

You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do.
You act like an owner. You thrive when you are empowered to take the lead, go beyond, and deliver results.
You're driven by collective success. You know that collaboration can transform an innovative idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.
You have a degree/diploma within a related field/Industry related designation and/or relevant experience.
You’re a certified professional. You have current accreditation and good standing with the Life License Qualification Program (LLQP). The Canadian Securities Course (CSC), Certified Financial Planner (CFP) and Certified Life Underwriter designations are an asset.

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 aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and 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.

Job Location

Richmond-Three West Centre

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Client Service, Customer Experience (CX), Customer Retentions, High Net Worth Individuals, Leadership, People Management, Trusts and Estate Planning, Work Collaboratively

About employer

More about this job

Responsibilities

The Estate Planning Specialist is responsible for providing expert estate planning advice and building client portfolios through dedicated relationship management. They will work closely with Investment Advisors to identify insurance needs and evaluate the appropriateness of life insurance products for clients.

Requirements

Candidates must have a degree or diploma in a related field and hold current accreditation with the Life License Qualification Program (LLQP). Professional designations such as CFP, CLU, or completion of the Canadian Securities Course (CSC) are considered assets.

Skills

Estate planning
Relationship management
Investment advice
Client service
Insurance needs analysis
Financial planning
Sales
Marketing
Collaboration
Product selection
Analytical thinking
Customer experience
Customer retention
High net worth individuals
Leadership
People management

Benefits

Competitive compensation
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

Estate Planning
Wood Gundy
Investment Advisor
Insurance
LLQP
CSC
CFP
CLU
Financial Planning
Relationship Management
Portfolio Management
Sales
Marketing
Client Service
Banking
Pension Plan
Employee Share Purchase Plan
Purpose Day
Wealth Management
Life Insurance

Report this job