Job Title:
Estate Planning Specialist
SBU: Wealth
LOB: WG
Job Code: CF3603
Level: 8
CIBC is a leading Canadian-based global financial institution. Through our three major
businesses – Retail and Business Banking, Wealth Management and Wholesale Banking – we
provide a full range of financial products and services to 11 million individual, small
business, commercial, corporate and institutional clients in Canada and around the
world. We invest in our businesses, our clients, our people and our communities to deliver
consistent and sustainable earnings to our shareholders. To learn more about CIBC’s Lines
of Business, please visit our website.
CIBC delivers access to career and development opportunities, safe and healthy workplaces,
effective training, and positive work-life balance – so that employees are able to perform at
their best, contribute to their communities and focus on cultivating deeper relationships with
our clients.
Every year, CIBC is recognized for its business successes, community commitment and
employee initiatives. We are proud of these successes and are committed to creating an
inclusive workplace and an environment where all employees can excel.
CIBC Wealth Management is focused on providing excellence in relationship-based advice,
service and product solutions that meet our clients' needs. We have a comprehensive offer
that addresses the full spectrum of wealth building clients, from self-directed investors to
high net worth private wealth individuals to institutional clients. Wealth Management is
comprised of three areas — distribution, product and money management. Our distribution
network includes our full-service brokerage, CIBC Wood Gundy, and CIBC Investor's Edge,
our online brokerage.
CIBC Wood Gundy offers in-depth investment expertise on a comprehensive range of
investments including industry-leading managed solutions, securities (equities, bonds, trust
units, mutual funds, alternative investments), as well as estate planning. CIBC Wood
Gundy's extensively trained and accredited Investment Advisors help clients build and
preserve their investment portfolios.
To learn more about the CIBC Group of Companies please visit CIBC.com.
Job Overview
Working in conjunction with the Investment Advisor (IA), you will address the needs of
CIBC Wood Gundy clients by providing comprehensive estate planning solutions through
incorporating financial planning services and recommending solutions in the areas of estate
planning, retirement income, succession planning and other corporate needs and
philanthropy. You will also provide ongoing servicing of all insurance products (except
segregated funds) held by the CIBC Wood Gundy clients for which they are responsible.
What You’ll Be Doing
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Develop and maintain a portfolio of insurance clients with a focus on financial and
estate planning
Work with Investment Advisors, clients and prospects to analyze and identify insurance
needs using appropriate products, planning methods and tools
Motivate the Investment Advisors to assess and evaluate the appropriateness of life
insurance products to meet CIBC Wood Gundy’s clients’ financial and estate planning
objectives
Develop the capability of all assigned Investment Advisors and Branch Offices to sell
various life insurance concepts directly to their clients and prospects
Keeping abreast of market conditions, trends, and changes to legislation and product
platforms in an area that is subject to frequent change. This includes analyzing
information/trends and applying it to individual client needs
Use your entrepreneurial skills to achieve revenue targets and ongoing growth to the
business
Build relationships with Investment Advisors, educating and motivating them to assess
and evaluate the appropriateness of solutions to meet CIBC Wood Gundy clients’
financial and estate planning objectives.
Develop and implement a sales and marketing plan, adjusting as required to meet
agreed-upon targets
Maintain a portfolio of insurance clients with a focus on financial and estate planning,
including an annual review of in-force policies
Work with Investment Advisors, clients and prospects to analyze and identify insurance
needs using appropriate products, planning methods and tools
Develop life sales jointly with assigned Investment Advisors
Consult with Investment Advisors regarding illustrations, product selection and
application reviews prior to the completion of sales
Participate in seminars for clients and prospects
Ensure adherence to all CIBC Wood Gundy Financial Services policies and procedures,
including maintenance of complete and accurate files for insurance clients
What CIBC Can Offer You
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Flexible health benefits, stock purchase plan, competitive incentive pay and recognition
programs
Competitive salary and banking benefits
Career growth, development and continuous learning opportunities
Opportunity to be involved in CIBC events that help our communities
Click to learn more about Rewards & Recognition, Learning & Development, and
Employee Community Involvement
What You Need To Know
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You must be legally eligible to work in Canada at the location(s) specified above and,
where applicable, must have a valid work permit or study permit that allows the
candidate to fulfill the requirements of the role
Geographic region covered: Mississauga and surrounding areas
What We’re Looking For
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Minimum five years of life insurance experience with previous
finance/sales/entrepreneurial work experience and a proven track record of achieving
results
Life Insurance license (including Accident and Sickness) with current status is required
Certified Financial Planner, Certified Life Underwriter, designations are an asset
Canadian Securities Course is an asset
Working knowledge of business/finance/economics acquired through the combination of
a university degree within a related field/Industry related designation and/or relevant
experience
Excellent interpersonal/relationship building skills required to build strong, positive,
trusting client relationships
Communication skills: writing skills sufficient to prepare proposals and
presentation/seminar materials; presentation skills to convey both factual and
conceptual information and ideas to clients and Investment Advisors
Supervisory skills required to manage staff (i.e. assigned Estate Planning Assistant is an
asset
Working knowledge of PC applications, including financial planning software
Working knowledge of applications used by preferred insurance carriers