Cibc - Analyst, Life and Health Insurance - Wood

2 weeks ago

SainteFoy, 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

**Job Description**:
What you'll be doing

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How you'll succeed- Participate in all stages of complex life and health insurance cases, including: gathering information and establishing client needs with the help of financial security advisors and partner investment advisors;- Performing complex analysis using Excel;- Preparing retirement income projections and net estate worth calculations using the FP Solutions software with the module for private corporations;- Developing recommendations in personal and business contexts (estate bond, funding of financial obligations upon death, immediate financing arrangement, planned gift, split dollar critical illness insurance, shareholder agreement, business risks, personal risks, etc.);- Implementing the strategies relevant to the case with the help of the assistants;- Collaborating with various professionals inside or outside the firm;- Exchanges, negotiations and follow-ups with the insurance carriers' personnel;- Perform tax and financial research.- Write texts, prepare presentations.- Attend continuing education sessions.- Regulate certain aspects inherent in the management of a financial services firm.

Who you are-
- Relevant experiences in the field of taxation, accounting, finance or actuarial, and the knowledge of the FP Solutions financial planning software are assets.Skills and qualities:
- Relevant professional title or relevant training (CPA, actuary, financial planner, bachelor's degree in finance or other). The absence of a professional title could be compensated by the experience acquired in a relevant field.- General experience in the business world (financial planning, tax, accounting or actuarial) or in a specific area of financial planning.- Excellent analytical and synthesis skills, rigor, and ability to juggle figures.- Strong interest in the fields of life and health insurance, finance, taxation, retirement, and investments.- Good interpersonal skills, and good team spirit.- High flexibility required to work closely with management and partner advisors.- Impeccable sense of ethics.-
- Flluent in French and English to serve our clients in the community

Other considerations- The weekly work schedule is 37.5 hours.

Working conditions

Competitive compensation will consist of a base salary and a performance bonus. This will be complemented by a benefits plan. Computer equipment is provided.

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 compensation, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan 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

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

Ste Foy-2828 Laurier Bl S1000

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Client Relationship, Customer Engagement, Customer Follow-Ups, Office Administration

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