Estate Planning Assistant (12 month contract)

Location: On-site full-time in Winnipeg, MB, Monday through Friday, at 1 Lombard Place. Candidates must be legally eligible to work in Canada and hold a valid work or study permit where applicable.

Company

CIBC is a relationship-oriented bank focused on helping clients and creating meaningful financial solutions.

What you will do

• Support Head Office and Estate Planning Specialists with administration, sales, and marketing activities.
• Review life insurance applications, change forms, and related documents for completeness and accuracy.
• Forward documentation to insurance companies, organize underwriting requirements, and maintain accurate client files.
• Distribute policy anniversary statements and notifications, follow up with Investment Advisors, and respond to client enquiries.
• Prepare insurance illustrations and obtain special or in-force illustrations from insurance carriers.
• Plan and organize seminars, lunch-and-learns, workshops, and product launches for clients.

Requirements

• Proven experience in customer service, estates, insurance, and sales.
• Degree or diploma in Business.
• Life License Qualification Program (LLQP) certification, or willingness to obtain it.
• Strong attention to detail and critical-thinking skills.
• Client-focused approach and ability to collaborate effectively.
• Legal eligibility to work at the specified Canadian location; a valid work or study permit may be required.

Culture & Benefits

• Competitive compensation and banking benefits, subject to program terms and conditions.
• Wellbeing support and employee and family assistance programs.
• MomentMakers, a social points-based employee recognition program.
• Inclusive and accessible candidate and workplace environment.
• Access to collaborative workspaces and technology designed to support innovative client solutions.

Hiring process

• The process may include an attribute-based assessment and skills tests, such as simulations, coding, or French proficiency testing.
• Artificial intelligence tools may be used during recruitment.