Estate Planning Assistant-Bilingual

We're building a relationship-oriented bank for the modern world. At CIBC, we need talented, passionate professionals who are dedicated to doing what's right for our clients.

Requirements

• Review life insurance applications, change forms or other documents for completeness and accuracy.
• Distribute client anniversary statements and notifications to the appropriate Investment Advisor.
• Respond to client enquiries or direct to the appropriate staff member.

Benefits

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program