Posted 10 days ago
Estate Planning Assistant (12 month contract)
@ Canadian Imperial Bank of Commerce (Canada)
Winnipeg, Manitoba
Overview
CIBC is hiring a 12-month contract Estate Planning Assistant at its Winnipeg office to support Head Office and Estate Planning Specialists with insurance administration, client service and sales and marketing. The role covers reviewing life insurance applications, obtaining insurance quotes, preparing illustrations and organizing client seminars. It is full-time on-site, Monday to Friday, 37.5 hours per week, and requires a business diploma and LLQP certification or willingness to obtain it.
Responsibilities:
- Review life insurance applications and forward them to insurers
- Obtain insurance quotes and prepare illustrations
- Distribute client statements and follow up with Investment Advisors
- Plan seminars, workshops and product launches for clients
Requirements summary:
- Proven experience in customer service, estates, insurance and sales
- Business degree or diploma
- LLQP certification or willingness to obtain it
- Strong attention to detail and critical thinking
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-10-28
- First seen by our source
- 2026-10-13
- Source record updated
- 2026-11-05
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Administrative |
| Hours per week | 37.5 |
| Schedule | day |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | LLQP |
| Education | College diploma (preferred) |
| Fields of study | Business |
| Perks mentioned | Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Canadian Imperial Bank of Commerce (Canada)
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
CIBC is here to help all our clients reach their goals. We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want. With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals. This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada. La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs. Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez. Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs. Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada.
- LinkedIn followers
- 642,849
- People associated on LinkedIn
- 47,258
- Reported office locations
- CIBC Square, 81 & 141 Bay, Toronto, Ontario, CA
- Business categories
- Finance
- Banking
- Business Development
- Credit Cards
- Financial Services
- Venture Capital
- Other recorded names
- CIBC
- Canadian Imperial Bank of Commerce (Canada)
- Specialties
- Retail Banking
- Business Banking
- Wealth Management
- and Wholesale Banking
- Profile identifies a recruitment agency
- No
- Reported total investment
- 3,075,481,985
Currency and observation date were not supplied; this is not a current valuation or a funding round.
CIBC is here to help all our clients reach their goals. We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want. With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals. This culture of…
| Field | Value |
|---|---|
| Industry | Banking |
| Company size | 10,001+ employees |
| Headquarters | Toronto, Ontario |
| Organization type | Public Company |
| Specialties | Retail BankingBusiness BankingWealth Managementand Wholesale Banking |
| Open jobs on Jobsy | 466 |
| View page |
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.
- 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 live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.
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 [email protected]
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
2027-10-29Job Location
MB-Winnipeg, 1 Lombard Place, 20th FloorEmployment Type
Temporary (Fixed Term)Weekly Hours
37.5Skills
Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Marketing Activities, Trusts and Estate Planning, Work CollaborativelyJournal
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