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Added 3 mins ago
R
Client Advisor
RBC
Cornwall, ON
- Part-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 3 mins ago
R
Damage Insurance Agent (Bilingual)
RBC
Beaconsfield, QC · Beauharnois, QC · Beloeil, QC · Blainville, QC · Boucherville, QC · Brossard, QC · Candiac, QC · Chambly, QC · Châteauguay, QC · Côte-Saint-Luc, QC · Dollard-Des Ormeaux, QC · Dorval, QC · Drummondville, QC · La Prairie, QC · Laval, QC · Longueuil, QC · Mascouche, QC · Mont-Royal, QC · Mont-Saint-Hilaire, QC · Mont-Tremblant, QC · Montreal, QC · Pointe-Claire, QC · Repentigny, QC · Rosemère, QC · Saint-Bruno-de-Montarville, QC · Saint-Constant, QC · Saint-Eustache, QC · Saint-Jean-sur-Richelieu, QC · Saint-Jérôme, QC · Saint-Lambert, QC · Saint-Sauveur, QC · Salaberry-de-Valleyfield, QC · Sept-Îles, QC · Sherbrooke, QC · Sorel-Tracy, QC · Terrebonne, QC · Vaudreuil-Dorion, QC · Westmount, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
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Portfolio Advisor, Portfolio Construction & Practice Management
RBC
Toronto, ON
- Full-time
…portfolio analysis and management experience as an Associate Advisor or Investment Advisor, with the ability to distill complex investment views into clear recommendations that align with…
Added 3 mins ago
SC
Resource Coordinator - Complex Special Needs
Service Coordination For Persons With Special Need
Ottawa, ON
- $55,250 to $65,000 CAD / year
- Full-time
Service Coordination for People with Developmental Disabilities (SCS) has an accommodation process in place and provides accommodations for candidates and employees with specific needs. If…
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Wealth Management Advisor
Desjardins
Disraeli, QC · Caisse Desjardins du Carrefour des lacs
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 3 mins ago
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Personal Finance Advisor
Desjardins
Boucherville, QC · Varennes, QC · Verchères, QC · Caisse Desjardins des Patriotes
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 3 mins ago
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Personal Finance Advisor
Desjardins
Boucherville, QC · Sainte-Julie, QC · Varennes, QC · Verchères, QC · Caisse Desjardins des Patriotes
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 3 mins ago
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Manager, Wealth Reporting Analytics & Automation
BMO
Toronto, ON
- Full-time
Acts as a trusted advisor to assigned business groups.
Added 16 mins ago
OS
Wealth Management Associate
Oakbridge Search Partners
Barrie, ON
- $60,000 to $80,000 CAD / year
- Full-time
2–3 years of experience in financial services, ideally in a similar associate, advisor-support or client service role
Added 16 mins ago
HT
Director of Finance
Higher Talent | Executive Search & HR Consulting |
St. John's, NL
- Full-time
…procurement, supply-chain governance, vendor administration and shared-service…
Added 16 mins ago
OS
Wealth Management Associate
Oakbridge Search Partners
Newmarket, ON
- $60,000 to $80,000 CAD / year
- Full-time
2–3 years of experience in financial services, ideally in a similar associate, advisor-support or client service role
Added 16 mins ago
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Insurance Advisor
PolicyAdvisor
Oakville, ON
- Full-time
LIFE INSURANCE ADVISOR ROLE - EXCITING INSURTECH STARTUP
Added 33 mins ago
SC
Assistant Branch Manager - Namao Centre
Servus Credit Union
Edmonton, AB
- Full-time
A minimum of 3 years experience as a Financial Advisor
Added 33 mins ago
SJ
Manager, Employee & Labour Relations (Non-Acute)
St. Joseph's Healthcare Hamilton
Brantford, ON · Guelph, ON · Hamilton, ON · St Josephs Health Centre Guelph
- Full-time
Serve as the primary labour relations advisor, providing expert guidance on collective agreement interpretation, employment law, and organizational policy.
Added 47 mins ago
CC
Sales Representative - Facility Services
Cintas Canada
Sudbury, ON
- Full-time
Will be a solution-centric advisor; a forward-thinking problem-solver focused on customer satisfaction and results.
Added 47 mins ago
P&
Team Lead, Business Application Solutions Support
Public & Business Services & Procurement | Services au public et aux entreprises & Approvisionnement
Toronto, ON
- Temporary
…designs to steering strategic plans, you'll be the trusted advisor, the problem solver, and the visionary who ensures that complex challenges turn into seamless solutions. This is your…
Added 48 mins ago
AI
Strategic Sourcing Manager
American Iron and Metal
Montreal, QC
- Full-time
…developing sourcing strategies aimed at optimizing cost, quality, service, and risk management across assigned…
Added 48 mins ago
I
Mechanical Inspector (Casual Part Time) Edmonton, AB
Intertek
Edmonton, AB
- Part-time
…safely by millions of people every day. Intertek is the trusted advisor to many of the world’s leading brands, companies, and governments, and has earned a reputation for accuracy,…
Added 1 hour ago
D
Senior Advisor, Business strategies
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…
Added 1 hour ago
CI
Talent Acquisition Advisor
Colliers International
Toronto, ON
- Full-time
…with both to attract and secure the best talent. As a trusted advisor, you guide candidates and hiring teams through every stage of the recruitment process, leveraging market insights,…
Added 1 hour ago
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Client Service Assistant
BMO
Waterloo, ON · MARS
- Full-time
…with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client…
Added 1 hour ago
Associate Director, Bain Academy
Bain & Company
Toronto, ON
…client-facing situations as both a subject matter expert and trusted…
Added 1 hour ago
NM
Conseiller (ère), rémunération globale / Total Rewards Advisor
Nouveau Monde Graphite | NYSE: NMG + TSX: NOU
Montreal, QC
- Full-time
Bonnes habiletés de communication, de vulgarisation et de service-conseil.
Added 1 hour ago
M
Accounting Technician, Tax
MNP
Brandon, MB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 1 hour ago
Service Coordinator, GRS Commission Team
The Canada Life Assurance Company
London, ON
…environments? Step into a role where your work directly affects advisor compensation. As part of a collaborative team, you'll be valued for your precision, problem-solving skills, and…

BMO Insurance

Licensed Insurance Advisor

ON, Canada
Ontario, 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, identify client needs, provide tailored advice, and meet sales targets while delivering a strong client experience. Support sales capability through technical guidance, scripting and training, manage complex cases, and ensure compliance, risk controls, and administrative requirements are met.

Requirements

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

Skills

Insurance Sales
Consultative Selling
Client Service
Cross-Selling
Client Retention
Life Insurance Knowledge
Insurance Licensing
Compliance
Communication
Collaboration
Analytical Skills
Problem Solving
Influencing
Training Development
Risk 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
Other Than Life Insurance
Insurance Sales
Inbound Sales
Outbound Sales
Consultative Selling
Client-First Approach
Cross-Selling
Referrals
Client Retention
Complex Cases
High-End Sales
LLQP
RIBO
Level 2 Insurance License
OTL Insurance License
Accident And Sickness Insurance
Continuing Education
Errors And Omissions Insurance
Call Center
Insurance Applications
Insurance Law
Compliance
Sales Scripting
Objection Handling
Training Programs
Risk Management Framework
Stakeholder Management
Sales Reporting

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