Estate Insurance Associate, Nesbitt Burns

BMO

Montreal, QC, Canada
Base: $50,000.00 - $60,000.00; bonus: eligible for...
Bilingualism in french and english
Life insurance licence or willingness to obtain
Knowledge of life insurance and investment products
This role provides essential administrative and sales support to Estate and Insurance Advisors to drive business growth and mitigate risk

Job Summary

  • This role provides essential administrative and sales support to Estate and Insurance Advisors to drive business growth and mitigate risk.
  • Candidates must be fluent in both French and English to effectively serve clients and team members across Quebec and beyond.
  • The position offers a competitive base salary range of $50,000 to $60,000 with potential for discretionary bonuses and comprehensive benefits.

Matching Summary

This role provides essential administrative and sales support to Estate and Insurance Advisors to drive business growth and mitigate risk.

Salary

Base: $50,000.00 - $60,000.00; Bonus: Eligible for monthly discretionary bonus; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Bilingualism in French and English
  • Life Insurance Licence or willingness to obtain
  • Knowledge of Life Insurance and Investment Products
  • Strong administrative process knowledge
  • Compliance rules knowledge

Nice-to-have

  • Exceptional customer service skills
  • Collaboration with internal stakeholders
  • Tailored messaging development
  • Analytical problem solving abilities

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree in related field
  • Life Insurance Licence within 12 months
  • Fluency in French and English

Work Rights

Not specified

Tailored Resume

Cover Letter