Estate Planning Assistant - Mississauga, Canada - CIBC

CIBC

Verified Company

Mississauga, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

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

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. Details _on_ your work _arrangement_ will be discussed at the time of your interview._

How You'll Succeed 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 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.- You have proven experience in customer service and sales.- You have a degree/diploma in Business; It's an asset if you have License Qualification Program ( LLQP) certification and The Canadian Securities Course (CSC)- Values matter to you.

You bring your real self to work and you live our values - trust, teamwork.

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 knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

Expected End Date

Job Location

Mississauga-1 City Centre Dr

Employment Type

Temporary (Fixed Term)

Weekly Hours

37.5

Skills:

Accountability, Activity Coordination, Interpersonal Communication, Multitasking, Office Administration, Organizational Efficiency, Taking Initiative