Estate Planning Assistant (Insurance)

Location: Toronto, ON; on-site full-time, Monday through Friday.

Salary: CAD 51,500–60,200 annualized base salary, plus participation in an annual discretionary incentive or bonus program.

Company

CIBC is a relationship-oriented bank focused on helping clients and providing opportunities for employee growth and development.

What you will do

• Support Head Office and Estate Planning Specialists with administration, sales, marketing, and assigned projects.
• Review life insurance applications, change forms, and related documents for completeness and accuracy.
• Forward applications and 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 or redirect client enquiries.
• Prepare insurance illustrations, obtain special or in-force illustrations from carriers, and organize seminars, lunch-and-learns, workshops, and product launches.

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 within 12 months of hire.
• Strong attention to detail and critical-thinking skills.
• Client-focused approach, sound decision-making, high standards, and genuine care in professional relationships.
• Legal eligibility to work at the specified location and, where applicable, a valid work or study permit.

Culture & Benefits

• Competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support, and social recognition program, subject to plan and program terms.
• Opportunities for career growth, learning, and development.
• Collaborative workspaces and technology designed to support teamwork and innovation.
• Purpose Day, a paid day off for personal growth and development.
• Inclusive and accessible candidate and workplace experience.

Hiring process

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