Estate Insurance Associate

Application Deadline:

11/10/2026

Address: 100 King Street West

Job Family Group:

Wealth Sales & Service

About BMO Nesbitt Burns & BMO Private Wealth BMO Nesbitt Burns has been a cornerstone of Canada's investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while giving team members exposure to a broad range of expertise, capabilities, and career paths. We foster a culture of collaboration, professionalism, and continuous growth - where individuals are supported to develop both personally and professionally while delivering exceptional outcomes for clients.

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.

• Ensures the book of business is continuously developing.
• Ensures client needs are met or exceeded by discussing services offered in detail, with a strong sense of appropriate product and service.
• Builds and maintains relationships with clients and business partners through client acquisition from both internal sources (referrals) and external sources (marketing initiatives).
• Provides exceptional client experience and service to ensure client needs are met or exceeded to enhance sales activities, referrals and client retention.
• Addresses customer services issues according to established parameters, escalating as required.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Analyzes data and information to provide insights and recommendations.
• Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.
• 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 and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study.
• Life Insurance Licence.
• Advanced knowledge of investment processes and procedures.
• Advanced knowledge of administrative processes and procedures.
• Advanced knowledge of Life Insurance and Investment Products.
• Knowledge of Insurance and group products.
• Knowledge of Trust and Estate services.
• Knowledge of Financial/Retirement planning.
• Knowledge of compliance rules (proprietary and industry).
• Knowledge of Ageman.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

This job posting is for a current vacancy.