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Added 23 mins ago
RB
Client Experience Associate
Royal Bank of Canada
Collingwood, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 1 hour ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 1 hour ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 1 hour ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 3 hours ago
R
Client Experience Associate
RBC
Collingwood, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 3 hours ago
T
Portfolio Lead
TEKsystems
Toronto, ON
- $100 to $120 CAD / hour
- Full-time
Act as a trusted advisor on portfolio management best practices and industry trends.
Added 3 hours ago
T
Mandarin/Cantonese/English Banking Advisor
TEKsystems
Mississauga, ON
- $24 to $25 CAD / hour
- Contract
As a Banking Advisor, you'll be the first point of contact for customers calling for support with their banking needs. You'll handle approximately 40-60 inbound calls daily while providing…
Added 3 hours ago
T
Mandarin/Cantonese/English Banking Advisor
TEKsystems
Vancouver, BC
- $24 to $25 CAD / hour
- Contract
As a Banking Advisor, you'll be the first point of contact for customers calling for support with their banking needs. You'll handle approximately 40-60 inbound calls daily while providing…
Added 3 hours ago
BI
Licensed Insurance Advisor
BMO Insurance
ON · Ontario, Canada
- Full-time
Added 3 hours ago
BI
Licensed Insurance Advisor
BMO Insurance
BC · British Columbia, Canada
- Full-time
Added 3 hours ago
BI
Licensed Insurance Advisor
BMO Insurance
AB · Alberta, Canada
- Full-time
Added 4 hours ago
DS
Regional Sales Manager - Farm Retail
DLF Seeds Australia - Careers
Kawartha Lakes, ON · Lindsay, ON
- Full-time
Technical Support & Product Expertise: Serve as a trusted advisor by offering agronomic guidance, product recommendations, and technical support to help sales agents and customers optimize…
Added 4 hours ago
T
Counsel, M&A
TD
Toronto, ON
- Full-time
The M&A Counsel will serve as a trusted advisor to TD's Corporate Development team, business executives and other legal colleagues on a broad range of strategic transactions and corporate…
Added 4 hours ago
CH
Head of Grade 11, Senior School
Crofton House School
Vancouver, BC
- Full-time
Leading individual meetings with both parents and students as needed and in partnership with the advisor or other appropriate member of the pastoral team
Added 4 hours ago
IW
Coordinator, Region Office Operations (12 Months Contract) - North York, ON
IG Wealth Management
ON · Ontario, Canada
- Contract
…operational and administrative support services to members of the Advisor network in Region and Division offices across the…
Added 4 hours ago
M
Senior Advisor, Strategy, Planning & Partnerships
Metrolinx
Toronto, ON · Greater Toronto Area, Canada
- $93,798 to $127,484 USD / year
- Full-time
The Strategy, Planning and Partnerships team is seeking one permanent, and one 18-month contract Senior Advisor who will be responsible for developing proactive insights and undertaking…
Added 4 hours ago
CH
Teacher
Crofton House School
Vancouver, BC · Greater Vancouver, BC
- $69,541 to $123,242 CAD / year
- Full-time
Leading individual meetings with both parents and students as needed and in partnership with the advisor or other appropriate member of the pastoral team
Added 4 hours ago
Social Impact Specialist
Range
Toronto, ON
At Range Group we believe in the power of the professional travel advisor. We represent over $4.5 billion in annual travel sales. All our investments stem from a common thesis, that travel…
Added 5 hours ago
DN
Regional Sales Manager - Farm Retail
DLF North America
Kawartha Lakes, ON · Lindsay, ON
- Full-time
Technical Support & Product Expertise: Serve as a trusted advisor by offering agronomic guidance, product recommendations, and technical support to help sales agents and customers optimize…
Added 5 hours ago
SC
Senior Legal Counsel
SAP Careers
Montreal, QC
- $108,300 to $239,400 CAD / year
- Full-time
…local regulations. You will oversee the frameworks for public contract governance. You will deliver targeted compliance training to employees across North America. You will also be the…
Added 5 hours ago
SI
Senior Legal Counsel
SAP IT Business Systeme
Montreal, QC
- $108,300 to $239,400 CAD / year
- Full-time
…local regulations. You will oversee the frameworks for public contract governance. You will deliver targeted compliance training to employees across North America. You will also be the…
Added 5 hours ago
R
Social Impact Specialist
Range
Toronto, ON
- $60,000 to $75,000 CAD / year
- Full-time
At Range Group we believe in the power of the professional travel advisor. We represent over $4.5 billion in annual travel sales. All our investments stem from a common thesis, that travel…
Added 5 hours ago
SC
Senior Legal Counsel
Staples Canada
Richmond Hill, ON
- Full-time
Reporting to the VP and Deputy General Counsel, the Sr. Legal Counsel is a senior business partner and lead legal advisor responsible for independently managing complex, high-impact legal…
Added 6 hours ago
BI
Regional Manager, Retail Insurance
BMO Insurance
Montreal, QC
- Full-time
Acts as a trusted advisor to assigned business/group.
Added 6 hours ago
BI
Licensed Insurance Advisor
BMO Insurance
NS · Nova Scotia, Canada
- Full-time

BMO Insurance

Licensed Insurance Advisor

AB, Canada
Alberta, Canada, Canada

$40,000.00 - $85,000.00 · Full-time

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Job details

Pay: $40,000.00 - $85,000.00
Job type: Full-time
Apply by: Nov 4, 2026
Experience: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Posting language: English
Posted: Oct 5, 2026

Original job description

#bmoinsurance

Promotes and sells Insurance products and solutions through inbound and outbound channels to uncover insurance needs and tailored solutions, using a consultative, client-first approach. Drives sales growth and meets individual targets. Delivers the desired client experience to customers and prospects.

Accelerates premium growth by maximizing opportunities with all clients to enhance cross-selling sales activities, referrals and client retention.
Follows authorized scripts, processes and procedures used in the course of conducting business activities.
Manages complex cases & high end sales.
Provides superior client experience and service.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Provides advice and guidance to assigned business/group on implementation of solutions.
Applies for and/or maintains relevant licenses for the products / market where the role is performed; satisfies Continuing Education and Errors & Omissions Insurance requirements, as directed.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Builds effective relationships with internal/external stakeholders and ensures alignment.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Provide answers to technical questions regarding life insurance necessary for the licensed agents to perform their duties.
Ensures the timely development of program scripting, objection handling and training.
Ensures all legal and compliance issues related to sales are met.
Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
Supports the achievement of the business plan.
Supports the delivery of the desired client experience to enhance business opportunities.
Collaborates effectively with internal stakeholders to build capability and drive business growth.
Adheres to all legal and compliance requirements in the course of conducting business activities.
Completes necessary administrative functions, as assigned (sales reports, follow up on pending business, etc.).
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
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.

Qualifications:

Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
For Life Insurance products: Life License Qualification Program (LLQP), RIBO or Level 2 license in Ontario/Quebec equivalent.
For Other Than Life (OTL) Insurance products: Valid OTL insurance license in Ontario and/or Quebec with an expectation to work towards the A&S/ LLQP license within 3 months of employment.
Experience in a call center environment preferred.
Working knowledge of life insurance products; life insurance product application; life insurance law, compliance and regulations.
Specialized knowledge from education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.

Salary:

$40,000.00 - $85,000.00

Pay Type:

Salaried

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. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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More about this job

Responsibilities

Promote and sell insurance products through inbound and outbound channels, provide tailored advice, and deliver a strong client experience while meeting sales targets. Support sales growth through cross-selling, referrals, retention, training and scripting, while following licensing, legal, compliance, and risk-management requirements.

Requirements

Typically requires 3–5 years of relevant experience and a post-secondary degree in a related field or equivalent experience. Candidates must hold the applicable insurance license, such as LLQP, RIBO, Level 2, or OTL, and have working knowledge of life insurance products, applications, laws, compliance, and regulations; call center experience is preferred.

Skills

Insurance Sales
Life Insurance Knowledge
Consultative Selling
Cross-Selling
Client Retention
Communication
Collaboration
Analytical Problem Solving
Influencing
Compliance
Risk Management
Training Development
Sales Scripting
Stakeholder Management

Benefits

Health Insurance
Tuition Reimbursement
Accident Insurance
Life Insurance
Retirement Savings Plans
Performance-Based Incentives
Discretionary Bonuses

Visa sponsorship

Not detected in the job text

Keywords

Insurance Products
Life Insurance
Insurance Sales
Inbound Sales
Outbound Sales
Consultative Selling
Client Experience
Cross-Selling
Referrals
Client Retention
LLQP
RIBO
Level 2 Insurance License
OTL Insurance License
Accident and Sickness Insurance
Insurance Applications
Insurance Law
Compliance
Continuing Education
Errors and Omissions Insurance
Call Center
Sales Targets
Program Scripting
Objection Handling
Training Development
Risk Management
Risk Appetite
Stakeholder Management
Sales Reporting

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