Life and Health Insurance Assistant, Wood Gundy-Bilingual
Top Benefits
About the role
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
CIBC.com
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- Maintain compliance standards when dealing with clients or handling client files. Perform administrative duties and participate in administrative processes related to Investment Advisor and team support for new life and health insurance cases.
- Analytical Skills – Interpret, validate and execute internal and external client requests by establishing new client signature delegations or modifying existing client signature delegations for complex corporate structures, review existing files, and correct documentation deficiencies.
- Critical Thinking - Verify documents in accordance with established signature delegation procedures to confirm that documents received from clients are complete and properly signed. Enable and document the implementation of new products and changes to existing products. Close gaps in signing authority documents, escalate unresolved issues or engage appropriate internal partners to facilitate resolution.
- Engagement - Build a personal rapport so that every interaction is meaningful. Strengthen relationships by working with your team and providing administrative support to ensure customer needs are met. Follow through on requests by answering questions and providing an exceptional experience.
- Organizational Skills - Support Investment Advisor by responding quickly to client requests and maintaining compliance standards. Manage various aspects inherent to running a life and health insurance advisory practice.
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
-
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
About CIBC
CIBC is here to help all our clients reach their goals.
We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want.
With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals.
This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada.
La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs.
Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez.
Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs.
Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada.
Life and Health Insurance Assistant, Wood Gundy-Bilingual
Top Benefits
About the role
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
CIBC.com
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- Maintain compliance standards when dealing with clients or handling client files. Perform administrative duties and participate in administrative processes related to Investment Advisor and team support for new life and health insurance cases.
- Analytical Skills – Interpret, validate and execute internal and external client requests by establishing new client signature delegations or modifying existing client signature delegations for complex corporate structures, review existing files, and correct documentation deficiencies.
- Critical Thinking - Verify documents in accordance with established signature delegation procedures to confirm that documents received from clients are complete and properly signed. Enable and document the implementation of new products and changes to existing products. Close gaps in signing authority documents, escalate unresolved issues or engage appropriate internal partners to facilitate resolution.
- Engagement - Build a personal rapport so that every interaction is meaningful. Strengthen relationships by working with your team and providing administrative support to ensure customer needs are met. Follow through on requests by answering questions and providing an exceptional experience.
- Organizational Skills - Support Investment Advisor by responding quickly to client requests and maintaining compliance standards. Manage various aspects inherent to running a life and health insurance advisory practice.
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
-
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
About CIBC
CIBC is here to help all our clients reach their goals.
We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want.
With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals.
This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada.
La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs.
Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez.
Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs.
Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada.