Bilingual Estate Planning Assistant in Montréal

Bilingual Estate Planning Assistant in Montréal

Montréal Full-Time 63000 - 77000 $ / year (est.) On-site
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At a Glance

  • Tasks: Assist with life insurance applications and support client service activities.
  • Company: Join CIBC, a leading financial institution with a focus on client satisfaction.
  • Benefits: Gain valuable experience in the insurance sector while working in a supportive environment.
  • Other info: Opportunity for growth in a dynamic and collaborative team.
  • Why this job: Make a difference in clients' lives by helping them with estate planning.
  • Qualifications: Fluency in French and English, plus 2–3 years of insurance experience.

The predicted salary is between 63000 - 77000 $ per year.

CIBC is seeking an Estate Planning Assistant to support Head Office and Estate Planning Specialists in administration, client service, and sales activities.

The role involves handling life insurance applications, organizing underwriting requests, and coordinating communications with advisors to ensure timely client service.

Fluency in French and English is required, with 2–3 years in insurance and a business degree.

Bilingual Estate Planning Assistant in Montréal employer: CIBC

CIBC is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of Toronto. As an Equity Research Associate intern, you will gain invaluable insights and hands-on experience in global markets while working alongside industry experts, all within a supportive environment that prioritizes employee growth and development. With competitive compensation and a commitment to nurturing talent, CIBC stands out as a rewarding place for aspiring finance professionals.

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Contact Details:

CIBC Recruitment Team

We think you need these skills to ace Bilingual Estate Planning Assistant in Montréal

Communication Skills
Time Management
Problem-Solving Skills
Organizational Skills
Attention to Detail
Adaptability
Flexibility