[Skip to main content](#main-content) [ OpenNash ](https://opennash.com/) / [Jobs](https://jobs.opennash.com/) [ 01 Search jobs](https://jobs.opennash.com/search/)[ 02 Companies](https://jobs.opennash.com/explore/)[ 03 Hiring report](https://jobs.opennash.com/reports/hiring/)[ 04 AI assistants](https://jobs.opennash.com/connect/)[ 05 How it works](https://jobs.opennash.com/methodology/) Canadian Imperial Bank · Calgary, AB # Estate Planning Assistant (12 month contract) Calgary, AB Full-time Administrative Listed on Canadian Imperial Bank’s official careers site. Posted November 5, 2026. Check that it is still open and apply there. [Apply on Canadian Imperial Bank’s careers site →](https://cibc.wd3.myworkdayjobs.com/search/job/Calgary-AB/Estate-Planning-Assistant--12-month-contract-_2622742) [OpenNash Jobs](https://jobs.opennash.com/) / [Canadian Imperial Bank](https://jobs.opennash.com/companies/canadian-imperial-bank/) / Estate Planning Assistant (12 month contract) ## Job description 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’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 Administration - Review all life insurance applications, change forms or other documents for completeness and accuracy. Forward original life insurance applications and related documentation to the insurance company. Organize & request any underwriting requirements requested by the underwriter. Maintain accurate and complete client files. ### 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 have proven experience in customer service, estates, insurance and sales. You have a degree/diploma in Business; and Life License Qualification Program ( LLQP) certification or are open to obtaining. 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 live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best. 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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. *Subject to 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-carrieres@cibc.com CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. 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 test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. 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. Expected End Date 2027-12-03 Job Location 500 Centre Street SE Employment Type Temporary (Fixed Term) Weekly Hours 37.5 Skills Client Service, Customer Experience (CX), Financial Statement Analysis, Office Administration, Policy Implementation, Prioritization, Team Support ## At a glance - Posted by the employer: Nov 5, 2026 - First seen by OpenNash: Nov 8, 2026 - Last checked: Nov 8, 2026 - Listed for: 3 days - Location: Calgary, AB - Employment type: Full-time[Apply on Canadian Imperial Bank’s careers site →](https://cibc.wd3.myworkdayjobs.com/search/job/Calgary-AB/Estate-Planning-Assistant--12-month-contract-_2622742) ## Hiring at Canadian Imperial Bank - Open jobs: 602 - New in the last 7 days: 180 - Tracked since: Jul 16, 2026 [All Canadian Imperial Bank jobs](https://jobs.opennash.com/companies/canadian-imperial-bank/) · [Weekly hiring report](/reports/hiring/) ## More jobs at Canadian Imperial Bank ### [Financial Service Representative](https://jobs.opennash.com/companies/canadian-imperial-bank/jobs/7b9283c123e1af542532/) Calgary, AB ### [Financial Services Representative II](https://jobs.opennash.com/companies/canadian-imperial-bank/jobs/4e005d0c2ffabf386e14/) Calgary, AB ### [Mobile Mortgage Advisor - (Commission Only) - Calgary](https://jobs.opennash.com/companies/canadian-imperial-bank/jobs/d0925724df285d201544/) Calgary, AB ### [Mobile Mortgage Advisor - (Commission Only) - Calgary, Alberta](https://jobs.opennash.com/companies/canadian-imperial-bank/jobs/2b2ecbd796bbf183be1a/) Calgary, AB ## Similar jobs at other companies ### [Real Estate Controller 80 – 100% (f/m/d) --- 12-month contract](https://jobs.opennash.com/companies/hitachi/jobs/efddab31c9bc800ccf0a/) Hitachi · Baden, AG, Switzerland ### [Real Estate and Facilities Manager (12-Month Fixed-Term Contract)](https://jobs.opennash.com/companies/sompo/jobs/829176339312a014821f/) Sompo · London, United Kingdom ### [watchmaker 12 month ftc](https://jobs.opennash.com/companies/richemont/jobs/76da5df7e371b5441668/) Richemont ### [Cash Operations Analyst (6-Month Maternity Cover) -](https://jobs.opennash.com/companies/jpmorganchase/jobs/0490657ac6990835a36e/) JPMorganChase · Indonesia ### [Risk Manager (9-month)](https://jobs.opennash.com/companies/allianz/jobs/ffabcfb05f3f962cd252/) Allianz · Hong Kong, China [Administrative jobs](/functions/administrative/) OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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