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- CIBC (Montréal, QC)
- …clientele. 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...Customer Experience (CX), Developing Proposals, Marketing Activities, Trusts and Estate Planning , Work Collaboratively At CIBC, we… more
- CIBC (Montréal, QC)
- …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… more