Jobs at CIBC – Assistant, Estates Planning

Job Description:

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 Specialist s in all areas of administration, sales and marketing. Key Accountabilities include obtaining insurance quotes, ongoing client service and supporting other projects as assigned.

Job Responsibilities:

• 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 and accountability.
• 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.

Job Details:

Company: CIBC

Vacancy Type:  Full Time

Job Location: Ottawa, CA

Application Deadline: N/A

Apply Here

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