Estate & Insurance Assistant

Bank of Montreal; Oakville; On-site; CAD 32,000 - 49,000; Full time

Job summary

An established industry player is seeking an Estate & Insurance Assistant to support their advisors and clients. This role involves performing various administrative tasks, ensuring compliance, and enhancing client experiences. The ideal candidate will have a post-secondary degree, relevant experience, and a Life Insurance Licence. Join a team that values collaboration and innovation, where your contributions will help drive growth and success in the insurance sector. This opportunity offers a chance to make a significant impact while enjoying a supportive work environment that fosters personal and professional development.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• 2-3 years of relevant experience in a related field.
• Life Insurance Licence required.
• Knowledge of Life Insurance and Investment Products.

Responsibilities

• Provides sales support to drive sales results.
• Delivers exceptional customer service that builds trust.
• Collaborates with stakeholders to achieve business objectives.

Skills

Verbal & written communication skills

Organization skills

Collaboration & team skills

Analytical and problem solving skills

Education

Post-secondary degree in related field

Tools

Ageman

Job description

Estate & Insurance Assistant page is loaded

Estate & Insurance Assistant

Apply locations: Oakville, ON, CAN

Time type: Full time

Posted on: Posted 2 Days Ago

Job requisition id: R250006751

Application Deadline: 04/08/2025

Address: 360 Oakville Place Drive

Job Family Group: Wealth Sales & Service

Performs a variety of administrative tasks and delivers service initiatives in support of Estate and Insurance Advisors (EIA). Provides services to EIA, their clients and business partners ensuring operational processes and compliance regulations are followed in order to contribute to the growth of insurance sales, mitigate risk, and support the efficient and effective operation of the business group.

• Provides sales support to drive sales results.
• Ensures the book of business is being developed.
• Delivers exceptional customer service that builds trust through expertise, responsive service and support.
• Provides exceptional client experience and service.
• Ensures client needs are met or exceeded to enhance sales activities, referrals and client retention.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Supports the development of tailored messaging, which may include writing, editing and distributing communications.
• Communicates with internal business/groups for execution of client request and issue resolution.
• Organizes work information to ensure accuracy and completeness.
• Completes complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study.
• Life Insurance Licence.
• Knowledge of Life Insurance and Investment Products.
• Basic/Intermediate knowledge of Insurance and Estate Principles.
• Strong knowledge of administrative processes and procedures.
• Knowledge of compliance rules (proprietary and industry).
• Knowledge of Ageman.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Salary: $32,700.00 - $48,600.00

Pay Type: Salaried & Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: BMO Total Rewards.

About Us:

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at BMO Careers.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.