Senior Estate Insurance Associate, Nesbitt Burns

BMO; Montreal; On-site; CAD 38,000 - 72,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Canada seeks an Administrative and Client Service professional to support Estate and Insurance Advisors (EIAs) and their clients. You will help grow the insurance business by delivering a high-quality client experience, coordinating sales and service activities, and ensuring records and processes comply with policies and regulations.

Responsibilities include calendar management, preparing meeting materials, producing team reports, and coordinating with internal partners.

Qualifications

• Post-secondary degree in a related field.
• Minimum of five years of experience in individual life insurance.
• Life insurance licence required.
• Quebec life insurance licensing preferred.
• If not licensed in Quebec, licence must be obtained as a condition of employment.
• LLQP support available from BMO.

Responsibilities

• Support Estate and Insurance Advisors (EIAs) book of business and client relationships.
• Coordinate sales and service activities to grow the insurance business.
• Prepare files and materials for advisor/client meetings.
• Manage calendars, priorities, and meeting requests.
• Ensure weekly/monthly team reports are accurate and submitted on time.
• Collaborate with internal stakeholders to resolve client requests and issues.

Skills

Verbal & written comms

Relationship management

Organization & analysis

Prioritization

Team collaboration

Education

Post‑secondary degree in related field

Tools

Eqisoft/Centralize

Job description

Address: 1501 McGill College Avenue

Job Family Group: Wealth Sales & Service

Position Summary

Provides administrative, client-service, and operational support to Estate and Insurance Advisors (EIAs), their clients, and business partners. The role helps grow the insurance business by delivering a high-quality client experience, coordinating sales and service activities, maintaining accurate records, and ensuring that all work complies with established processes, policies, and regulatory requirements.

Client Service and Business Development

Support the ongoing development of the EIAs book of business. Understand client needs and explain relevant services, products, and solutions clearly and appropriately. Build and maintain strong relationships with clients and business partners through internal referrals and external marketing initiatives. Deliver an exceptional client experience that supports sales activity, referrals, and client retention. Resolve client service issues within established guidelines and escalate matters when required. Proactively follow up on prospecting opportunities and manage insurance cases already in progress.

Advisor and Operational Support

Prepare files and supporting materials in advance of advisor and client meetings. Manage calendars and coordinate priorities, appointments, and meeting requests from advisors. Ensure weekly and monthly team reports are accurate, complete, and submitted on time. Coordinate with internal business groups to execute client requests and resolve issues. Organize information and records to maintain accuracy and completeness. Complete complex and varied tasks within established guidelines, including handling escalations when required.

Business Analysis and Communication

Collaborate with internal and external stakeholders to achieve business objectives. Analyze data and information to generate insights and recommendations. Monitor sales and service performance against plans to identify gaps, issues, and best practices. Draft, edit, and distribute clear, audience-appropriate communications. Assess issues, determine appropriate next steps, and follow through to resolution.

Risk and Compliance

Apply the Bank’s Risk Management Framework and Risk Culture in all aspects of the role. Make sound, risk-informed decisions that align with business strategy, protect assets, and remain within the approved Risk Appetite. Adhere to applicable frameworks, policies, standard s procedures, supporting documents, laws, and regulations. Additional responsibilities may be assigned as business needs evolve.

Qualifications

• Post‑secondary degree in a related field of study.
• Minimum of five years of relevant experience in individual life insurance.
• Life insurance licence required.
• Quebec life insurance licensing is preferred.
• If the successful candidate is not currently licensed in Quebec, obtaining the appropriate licence will be a condition of employment.
• BMO currently provides support for the Life Licence Qualification Program (LLQP).

Technical Knowledge

• Advanced knowledge of life insurance and investment products, processes, and procedures.
• Strong knowledge of individual insurance products, including Universal Life, Whole Life, Term Life, Critical Illness, and Disability Insurance.
• Knowledge of group insurance products, trust and estate services, and financial and retirement planning.
• Knowledge of proprietary and industry compliance requirements.
• Ability to read and interpret financial plans and identify potential insurance opportunities.
• Knowledge of Eqisoft/Centralize is an asset.

Core Capabilities

• Strong verbal and written communication skills.
• Strong relationship‑management skills, particularly when working with investment advisors and discussing insurance strategies and opportunities.
• Strong organizational, analytical, and problem‑solving skills.
• Ability to manage competing priorities, take initiative, and deliver consistently high-quality work.
• Collaborative, team‑oriented approach and a commitment to contributing to the team’s success.

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

Salary

Salary: $38,000.00 - $72,000.00

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: https://jobs.bmo.com/global/en/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. To find out more visit us at https://jobs.bmo.com/ca/en.

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.

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.