Estate Planning Specialist

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

As a member of the Wood Gundy team, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As an Estate Planning Specialist, you will be responsible for providing expert estate planning advice to prospects and clients. You will work with Investment Advisors and cover clients assigned to them at a CIBC Wood Gundy branch, which will act as their home base, and may also be assigned clients to cover at a variety of satellite branches. Within the branch, you will be supervised by and report directly to the Executive Director of Estate Planning Solutions while also maintaining a reporting relationship with the Branch Manager.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details of your work arrangements will be discussed at the time of your interview.

How you’ll succeed

• Client Service – Develop and maintain a portfolio of insurance clients with a focus on financial and estate planning. Work with Investment Advisors, clients, and prospects to analyze and identify insurance needs using appropriate products, planning methods and tools. Analyzing information as well as trends and applying it to individual client needs.
• Sales & Marketing - Develop the capability of all assigned Investment Advisors and Branch Offices to sell various life insurance concepts directly to their clients and prospects.
• Collaboration - Work alongside the Investment Advisors to assess and evaluate the appropriateness of life insurance products to meet CIBC Wood Gundy’s clients’ financial and estate planning objectives. Consult with Investment Advisors regarding illustrations, product selection and application reviews prior to the completion of sales.

Who you are

• You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do.
• You act like an owner. You thrive when you are empowered to take the lead, go beyond, and deliver results.
• You're driven by collective success. You know that collaboration can transform an innovative idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.
• You have a degree/diploma within a related field/Industry related designation and/or relevant experience.
• You’re a certified professional. You have current accreditation and good standing with the Life License Qualification Program (LLQP). The Canadian Securities Course (CSC), Certified Financial Planner (CFP) and Certified Life Underwriter designations are an asset.

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 aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, 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.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and 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 Voir email sur jobs.swagapp.com

• 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.

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