Estate Planning Estate

6 months ago

Halifax, Canada CIBC Full time

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

What You’ll Be Doing

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 Specialists in all areas of administration, sales and marketing. Key Accountabilities include obtaining insurance quotes, ongoing client service and supporting other projects as assigned.
- At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time Monday through Friday._

How You’ll Succeed
- Client Service - Distribute client anniversary statements and notifications to the appropriate Investment Advisor on a timely basis. 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 “inforce” insurance illustrations from the insurance carriers as requested. Plan and organize seminars, lunch and learns, workshops and product launches for clients.

Who You Are
- 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.
- 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; experience working with life insurance and Estates, It’s an asset if you have License Qualification Program ( LLQP) or open to obtaining within 6 months of hire.
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork

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 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.- 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 knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.Job Location

Halifax-1969 Upper Water St.

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Client Relationship Management, Customer Experience (CX), Financial Statement Analysis, Office Administration, Policy Implementation, Prioritization, Team Support

  • Estate Planning Specialist

    4 weeks ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    As an Estate Planning Specialist at Scotiabank, you will play a key role in delivering high-quality estate planning services to our High Net Worth (HNW) clients. Your primary responsibility will be to partner with our advisors to meet with HNW clients and prospects, creating a positive experience for both parties. You will add value by providing estate and...

  • Estate Planning Specialist

    4 weeks ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    Are you a seasoned professional looking to leverage your expertise in estate planning and wealth management?In this role, you will be responsible for delivering high-quality estate planning services and solutions to our High Net Worth (HNW) clients. This will involve partnering with our advisors to meet with clients and prospects, creating a positive...

  • Estate Planning Specialist

    1 week ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    Role Overview:The Estate and Trust Consultant role at Scotiabank is a key position that requires an individual with expertise in estate planning, trust solutions, and wealth management.About the Job:This role involves delivering high-quality estate planning services to High Net Worth (HNW) Scotia Wealth Management clients. Key responsibilities include...

  • Estate Planning Specialist

    4 weeks ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    As an Estate Planning Specialist at Scotiabank, you will play a key role in delivering estate planning services and solutions to High Net Worth (HNW) clients. Your primary responsibility will be to partner with Scotiabank advisors to meet with HNW clients and prospects, creating a positive experience for both parties. You will also be responsible for...

  • Regional Director for Estate and Financial Planning

    3 weeks ago

    Halifax, Nova Scotia, Canada Sun Life Full time

    Financial Planning ExcellenceAt Sun Life Canada, our Retail Advice and Solutions division is a top provider of life, health, and wealth products in the Canadian marketplace.As a key member of the Regional Financial Planning Service team, this role provides day-to-day leadership to Planning Directors, Financial Planners, Financial Planning Consultants, and...

  • Estate and Trust Specialist

    1 month ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    Role SummaryAs a key member of the Scotiabank team, you will provide clients with a premium wealth management experience by delivering estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients.Key Responsibilities- Partner with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients...

  • Estate and Trust Consultant

    1 month ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    Key ResponsibilitiesAs a Scotiabank Estate and Trust Consultant, you will be responsible for delivering high-quality estate planning services and solutions to High Net Worth (HNW) Scotia Wealth Management clients. This will involve partnering with Scotiabank and Scotia Wealth Management advisors to meet with HNW clients and prospects, creating a positive...

  • Administrative Coordinator for Pleasant Street Real Estate

    1 week ago

    Halifax, Nova Scotia, Canada Pleasant Street Real Estate Incorporated Full time

    Job OverviewPleasant Street Real Estate Incorporated is seeking a highly organized and detail-oriented Administrative Coordinator to join our team. In this role, you will be responsible for providing administrative support to ensure the smooth operation of our office.About the JobThis full-time position offers an estimated salary of $55,000 per year, with 40...

  • Estate Planning Legal Specialist

    1 week ago

    Halifax, Nova Scotia, Canada Cox & Palmer Full time

    About Cox & PalmerCox & Palmer is a full-service law firm with extensive knowledge and experience in various practice areas, offering reliable legal solutions to clients. Our Halifax office seeks an Estate Planning Legal Specialist to be part of our team.We strive for equity, diversity, and inclusion by welcoming applications from individuals with diverse...

  • Estate and Trust Consultant

    5 months ago

    Halifax, Canada Scotiabank Full time

    Is this role right for you? In this role, you will: Deliver Scotiatrust’s estate planning services and other estate and trust solutions to High Net Worth (HNW) Scotia Wealth Management clients, by: Partnering with Scotiabank & Scotia Wealth Management advisors to meet with HNW clients and prospects, creating a positive experience for the client and the...

  • Regional Director, Estate and Financial Planning Services Leader

    1 month ago

    Halifax, Nova Scotia, Canada Sun Life Full time

    Job Title: Regional Director, Estate and Financial Planning ServicesAt Sun Life Canada, we're a top provider of life, health and wealth products in the Canadian marketplace. We're seeking a highly skilled and experienced Regional Director to lead our Estate and Financial Planning Services team.Key Responsibilities:Provide day-to-day leadership to the...

  • Estate and Trust Consultant

    6 months ago

    Halifax, Canada Scotiabank Full time

    Requisition ID: 201404 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, you will...

  • Estate and Trust Consultant

    2 months ago

    Halifax, Canada Scotiabank Full time

    Requisition ID: 201404 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, you will...

  • Lawyer - Estates and Wills Specialist

    2 weeks ago

    Halifax, Nova Scotia, Canada Cox & Palmer Full time

    Role OverviewCox & Palmer, a top-ranked Atlantic Canadian law firm, is seeking a skilled Staff Lawyer to join our Wills and Estates team in Halifax.Key ResponsibilitiesEstate Planning: Provide expert legal guidance and advice on estate planning matters, including wills, powers of attorney, and personal directives.Probate and Estate Administration: Offer...

  • Estate and Trust Solutions Specialist

    2 weeks ago

    Halifax, Nova Scotia, Canada Scotiabank Full time

    About ScotiabankScotiabank is a leading financial institution committed to delivering exceptional client experiences. Our team of experts provides innovative solutions to help clients achieve their financial goals.Job SummaryWe are seeking an experienced Estate and Trust Consultant to join our team. The successful candidate will work closely with our...

  • Estate and Trust Consultant

    2 months ago

    Halifax, Canada Scotiabank Full time

       Requisition ID: 201404Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, you will...

  • Wills & Estates Staff Lawyer

    6 months ago

    Halifax, Canada Cox & Palmer Full time

    **Wills & Estates Staff Lawyer | Halifax, NS**: Cox & Palmer is a full-service, top-ranked Atlantic Canadian law firm with the knowledge and experience clients rely on for solid legal solutions. Our Halifax office is currently seeking a Wills and Estates Staff Lawyer to join our firm. **WHAT WE OFFER** - Mentorship in a friendly and welcoming...

  • Wills & Estates Staff Lawyer

    6 months ago

    Halifax, Canada Cox Palmer Full time

    Summary of responsibilities Providing legal guidance and advice on estate planning matters, including wills, powers of attorneys, and personal directives. Providing legal guidance and advice on Probate and Administration of Estates. Maintaining excellent communication with clients, support staff and colleagues. Ensuring excellent file management. Skills &...

  • Wills and Estates Staff Attorney

    1 month ago

    Halifax, Nova Scotia, Canada Cox & Palmer Full time

    Job Opportunity at Cox & PalmerCox & Palmer is a leading law firm in Atlantic Canada, providing comprehensive legal services to clients across the region.We are currently seeking a Wills and Estates Staff Lawyer to join our team in Halifax, Nova Scotia.Key ResponsibilitiesProviding expert legal guidance on estate planning matters, including wills, powers of...

  • Director, Procurement

    2 weeks ago

    Halifax, Canada Nova Scotia Power Full time

    The Opportunity: **Company, Department**: Nova Scotia Power, ED Procurement & Real Estate **Location**: Halifax, NS **Closing Date**: November 29th, 2024 We are currently looking to fill the position of **Director of Procurement, Real Estate and Corporate Security**. As the Director, you will lead all strategic initiatives and operations** **within the...