Senior Estate Insurance Associate

BMO

Calgary, AB, Canada
Base: $35,900.00 - $66,300.00; bonus/equity: commi...
Life insurance licence required
Advanced knowledge of investment processes
Knowledge of trust and estate services
The role supports Estate and Insurance Advisors by delivering service initiatives that ensure operational processes and compliance regulations are followed to contribute to business growth

Job Summary

  • The role supports Estate and Insurance Advisors by delivering service initiatives that ensure operational processes and compliance regulations are followed to contribute to business growth.
  • Candidates must possess a Life Insurance Licence and advanced knowledge of investment processes, life insurance products, and trust and estate services.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans alongside a salary and commission structure.

Matching Summary

The role supports Estate and Insurance Advisors by delivering service initiatives that ensure operational processes and compliance regulations are followed to contribute to business growth.

Salary

Base: $35,900.00 - $66,300.00; Bonus/Equity: Commission structure included; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings

Skills & Requirements

Must-have

  • Life Insurance Licence required
  • Advanced knowledge of investment processes
  • Knowledge of Trust and Estate services
  • Compliance rules and regulations adherence
  • Client acquisition and retention skills

Nice-to-have

  • Strong verbal and written communication
  • Analytical and problem-solving abilities
  • Collaboration with internal stakeholders
  • Experience with Ageman software
  • Tailored messaging and communication writing

Key Requirements

  • 3-5 years relevant experience
  • Post-secondary degree in related field
  • Life Insurance Licence
  • Knowledge of Ageman software
  • Knowledge of compliance rules

Work Rights

Not specified

Tailored Resume

Cover Letter