Associate 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

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 on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview._

How you’ll succeed
- 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.

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.
- Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

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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- 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. Job Location

Edmonton-10180-101st Street

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Retirement Planning, Work Collaboratively