Planning Assistant
4 weeks ago
CIBC - Estate Planning Assistant - Wood Gundy - Montreal - Bilingual page is loaded CIBC - Estate Planning Assistant - Wood Gundy - Montreal - Bilingual
Apply locations Montréal, QC time type Full time posted on Posted 16 Days Ago job requisition id 2405479 We’re building a relationship-oriented bank for the modern world. The Estate Planning Assistant is accountable for supporting Head Office and Estate Planning Specialists in all areas of administration, sales and marketing. Key Accountabilities include obtaining insurance quotes, ongoing client service and supporting other projects as assigned.
Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
Follow-up with the Investment Advisors to ensure timely service and reviews are provided to the client when policy anniversary statement and lapse/late payment offer notifications are generated. Respond to client enquiries or direct to the appropriate staff member must be insurance licensed in order to discuss any insurance related items with clients.
Sales & Marketing – Prepare insurance illustrations using software provided by each life insurance company. Obtain “special” or “enforce” insurance illustrations from the insurance carriers as requested. Your critical thinking skills help to inform your decision making.
You've obtained the certification or in the process of obtaining under the Life License Qualification Program (LLQP). You're fluent in French and English to serve our clients in the community.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, 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.
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 .
Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Marketing Activities, Trusts and Estate Planning, Work Collaboratively Similar Jobs (5)
CIBC - Client Associate - Wood Gundy - Montreal - Bilingual
locations Montréal, QC time type Full time posted on Posted 15 Days Ago CIBC - Administrative Assistant - Wood Gundy - Montreal - Bilingual
locations Montréal, QC time type Full time posted on Posted 16 Days Ago CIBC - Administrative Assistant - Wood Gundy - Montreal - Bilingual
locations 2 Locations time type Full time posted on Posted 30+ Days Ago At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #
-
Montréal, QC, Canada RBC - Royal Bank Full timeJob Summary The administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value-added administrative service and support. Provides primarily responsive client contact management. Develops relationships with service partners to ensure operational...
-
Montréal, QC, Canada Royal Bank of Canada> Full timeJob Summary The administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value-added administrative service and support. Provides primarily responsive client contact management. Develops relationships with service partners to ensure operational...
-
Montréal, QC, Canada Canadian Imperial Bank of Commerce Full timeCIBC - Estate Planning Assistant - Wood Gundy - Montreal - Bilingual page is loaded CIBC - Estate Planning Assistant - Wood Gundy - Montreal - Bilingual Apply locations Montréal, QC time type Full time posted on Posted 16 Days Ago job requisition id 2405479 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...
-
Director of Planning and Development Services
4 weeks ago
Montréal, QC, Canada Caprion Biosciences Inc. Full timeDirector, Assay Development CellCarta, a Contract Research Organization, is hiring a Director of Assay Development to join our dynamic team. As the Director of Assay Development, you will have the opportunity to use your expertise and skills to ensure that our services meet the highest industry standards. The Director of Assay Development is responsible...
-
Associate Investment Advisor
3 weeks ago
Montréal, QC, Canada Scotiabank Full timeJoin the Global Community of Scotiabankers to help customers become financially better off. Scotiabank is a premier financial institution and Canada’s most international bank recognized as a Best Workplace, in Canada, Mexico, El Salvador, Costa Rica, Puerto Rico, Dominican Republic, Panama, Peru, Chile and Latin America by the Great Place to Work...
-
Financial Planning and Analysis Manager
4 weeks ago
Montréal, QC, Canada Valsoft and Aspire Operating Group Full timeWe are hiring at Aspire Software for a highly skilled and experienced Financial Planning and Analysis Manager to join our growing team in Montreal! We are seeking a highly skilled and experienced Financial Planning and Analysis Manager who possesses a deep understanding of financial analysis, forecasting, and strategic planning across multiple businesses,...
-
Manager Financial Planning Associates
1 month ago
Montréal, QC, Canada Fluid - Solutions de TalentsWorkforce Solutions Full timeDirector of Finance / Financial Controller Permanent Position Our client is an R&D and innovation design house. They tackle pressing problems through the development and application of cutting-edge technologies. Reporting to the Chief Financial Officer (CFO), the Director of Finance / Financial Controller will be responsible for supporting the...
-
Senior Financial Planning and Analysis Analyst
4 weeks ago
Montréal, QC, Canada Valsoft and Aspire Operating Group Full timeWe are hiring at Aspire Software for a highly skilled and experienced Senior Financial Planning and Analysis Analyst to join our growing team in Montreal! We are seeking a highly skilled and experienced Senior Financial Planning and Analysis Analyst who possesses a deep understanding of financial analysis, forecasting, and strategic planning across...
-
Montréal, QC, Canada Canadian Imperial Bank of Commerce Full timeCIBC - Financial Planning Specialist - Montreal - Bilingual page is loaded CIBC - Financial Planning Specialist - Montreal - Bilingual Apply locations Montréal, QC time type Full time posted on Posted Yesterday job requisition id 2402956 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who...
-
Training Planning Specialist
4 weeks ago
Kuujjuaq, QC, Canada Kativik Regional Government Full timeThe Kativik Regional Government (KRG), whose main office is located in Kuujjuaq, serving the 14 communities of Nunavik, is looking for a person to work in the capacity of: FIREFIGHTING TRAINING OFFICER Under the supervision of the Civil Security Coordinator, the Firefighting Training Officer will implement and keep update the training program, allowing...
-
Financial Planning
4 weeks ago
Montréal, Canada Softlanding Full timeMSP Corp. is seeking a **Senior Financial Planning & Analyst** to join our growing team. You will become an important member of the newly merged MSP Corp and Groupe Access family of companies. We have become a Pan-National MSP powerhouse with the abilities to deliver modern and relevant IT services across Canada. With all our offices being powered by MSP...
-
Manager, Program Planning and Delivery
1 month ago
Montréal, Canada National Judicial Institute Full timeThe National Judicial Institute (NJI) is an independent, bilingual, not‐for‐profit organization, based in Ottawa and Montreal, with a mandate to coordinate and deliver educational programming to members of the judiciary across Canada. Internally, a team of lawyers assists judicial education planning committees on matters of content and pedagogical...
-
Analyste Support Application
1 month ago
Montréal, Canada Assistant(e) administratif(ve) à temps partiel Full time**Support applicatif** Avec 60 000 consultants dans le monde, ALTEN est un leader de l'ingénierie et du conseil en technologies de l'information. Depuis plus de 30 ans, nous contribuons à optimiser la performance technologique des entreprises. Afin de soutenir la croissance continue de l'un de nos principaux clients dans le secteur bancaire, Alten...
-
Planning, Programming and Research Officer
7 days ago
Montréal, Canada CIUSSS de l'Ouest-de-l’Île-de-Montréal Full timeReason for Post: - Work surplus- Position Status: - Temporary - Full-time- Work Shifts: - Day- Organization: - CIUSSS de l'Ouest-de-l’Île-de-Montréal- Job Territory: - Côte-des-Neiges-Notre-Dame-de-Grâce- Division: - St-Mary's Research Centre - McGill University- Service: - Reference number: - CNS-23-9688- Number of days: - Length of Assignment: - Work...
-
Remote Assistant Manager
4 weeks ago
Montréal, QC, Canada Valnet Full timeAssistant Director of Administration the world’s premier digital media investment company, owns and operates over 25 highly authoritative brands across various verticals, including entertainment, sports, technology, automotive, gaming, and travel. With over 25 websites and 36 YouTube channels, Valnet’s notable acquisitions include, ScreenRant, CBR,...
-
Financial Planning
7 days ago
Montréal, Canada MSP Corp Full timeMSP Corp. is seeking a **Senior Financial Planning & Analyst** to join our growing team. You will become an important member of the newly merged MSP Corp and Groupe Access family of companies. We have become a Pan-National MSP powerhouse with the abilities to deliver modern and relevant IT services across Canada. With all our offices being powered by MSP...
-
Assistant Director of Administration
4 weeks ago
Montréal, QC, Canada Valnet Full timeAssistant Director of Administration Who we are: Valnet Inc., the world’s premier digital media investment company, owns and operates over 25 highly authoritative brands across various verticals, including entertainment, sports, technology, automotive, gaming, and travel. Specializing in acquiring, operating, and growing properties that are...
-
Analyst, Financial Planning and Analysis
1 month ago
Montréal, Canada Business Development Bank of Canada Full timeWe are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...
-
Business Planning
4 weeks ago
Montréal, Canada Novartis Argentina Full timeJob ID- 365255BR- Feb 21, 2023- Canada**Job Description**: - Update reports for detailed cost tracking in various spend areas; Mettre à jour les rapports de suivi détaillé des coûts, dans diverses catégories de dépenses.- Assist with budget 2024 & Strat Plan full P&L roll-up and business review supporting documents; Supporter le processus budgétaire...
-
Planning, Programming and Research Officer
1 week ago
Montréal, Canada Conseil cri de la santé et des services sociaux de la Baie-James Full timeSUMMARY OF THE POSITION Person in charge of one or more programs or projects with the aim of providing professional assistance for the development of services, in particular by advising, monitoring or supporting various actors in one or more programs or projects. They carry out the research required to identify and assess resources and needs. They design...