Life and Health Insurance Assistant, Wood Gundy-Bilingual

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 will be doing

The Life and Health Insurance Assistant will support the Financial Security Advisors in processing client files and providing administrative support relating to life and health insurance. The Assistant will conduct various research tasks related to the insurance industry. They will be responsible for managing the underwriting process for new insurance cases and providing ongoing administrative follow-up for in force policies.

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

• Administrative Support- Participate in the underwriting process for new life and health insurance cases and perform various administrative tasks related to in-force policies. Maintain compliance standards when handling client files.

• Analytical Skills- Interpret, validate, and execute requests from internal and external clients. Gather information from clients. Complete insurance applications, questionnaires, and related documents.

• Critical Thinking- Verify documents produced by life insurance companies. Communicate with insurance carrier personnel and assess the plausibility of the information provided.

• Engagement- Build personal rapport to ensure every interaction is meaningful. Strengthen relationships by collaborating with your team and providing administrative support to meet client needs. Respond to requests by answering questions and delivering an exceptional client experience.

• Organizational Skills- Support Financial Security Advisors and Investment Advisors by responding promptly to client requests and maintaining compliance standards. Manage various aspects of running a life and health insurance advisory practice. Contribute to team success by improving productivity and proactively identifying business opportunities.

Who you are

• 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 engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.

• You understand that success is in the details. Your critical thinking skills help to inform your decision making.

• You have a Bachelor's degree or college diploma in a relevant field.

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

• You're fluent in French and English to serve our clients in the community.

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 know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-

• 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.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Montreal-1 Place Ville Marie

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Financial Statement Analysis, Office Administration, Policy Implementation, Prioritization, Team Support

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