Estate Insurance Associate, Nesbitt Burns

BMO

Montreal, Canada
$50,000.00 - $60,000.00; monthly discretionary bon...
Estate and insurance advisor support
Operational process adherence
Compliance regulation adherence
Performs a variety of administrative tasks and delivers service initiatives in support of Estate and Insurance Advisors (EIA), ensuring operational processes and compliance regulations are followed

Job Summary

  • Performs a variety of administrative tasks and delivers service initiatives in support of Estate and Insurance Advisors (EIA), ensuring operational processes and compliance regulations are followed.
  • Provides sales support to drive sales results, ensures the book of business is being developed, and delivers exceptional customer service that builds trust through expertise, responsive service and support.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Performs a variety of administrative tasks and delivers service initiatives in support of Estate and Insurance Advisors (EIA), ensuring operational processes and compliance regulations are followed.

Salary

$50,000.00 - $60,000.00; Monthly discretionary bonus; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Estate and Insurance Advisor support
  • Operational process adherence
  • Compliance regulation adherence
  • Risk management framework application
  • Client request execution
  • Issue resolution

Nice-to-have

  • Building trust through expertise
  • Responsive service and support
  • Enhancing sales activities and referrals
  • Tailored messaging development
  • Risk informed decision making

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree
  • Bilingualism French and English
  • Life Insurance Licence or willingness to obtain
  • Knowledge of Life Insurance Products
  • Knowledge of Investment Products
  • Basic/Intermediate Insurance Principles
  • Basic/Intermediate Estate Principles

Work Rights

Not specified

Tailored Resume

Cover Letter