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Added 1 min ago
B
Experts, service-conseil | Client Success Experts
Bloom
Montreal, QC
- Full-time
Strong agency experience :You’ve held roles such as Account Supervisor, Account Director, Client Advisor, Product Owner/Lead, or Project Manager, and are comfortable managing accounts of…
Added 16 mins ago
OF
Director of Finance
Osborne Financial Search
Mississauga, ON
- Full-time
Our client designs and manufactures patented, engineered building products for basement finishing, home renovation, new construction and structural repair. Its products include…
Added 1 hour ago
M
Internal Wholesaler, Canada Insurance
Manulife
Vancouver, BC
- Full-time
…region. Together, you are responsible for evolving existing advisor relationships and cultivating new ones, always with the goal of promoting client centric solutions that increase…
Added 1 hour ago
AE
LLQP licensed sales advisor
AppleOne Employment Services
Toronto, ON
- Full-time
Work Model: Hybrid – 3 days in office
Added 1 hour ago
CI
Corporate Commercial / Commercial RE Lawyer with Absolute Work / Life Balance
Cartel Inc.
Toronto, ON
- Full-time
Client Relationship Management: Build long-term partnerships by providing practical, business-focused legal counsel tailored to the unique needs of mission-driven organizations.
Added 1 hour ago
Business Development Manager
My Insurance Broker
Thornhill, ON
Develop and grow a portfolio of clients by generating leads, leveraging referrals, and building long-term relationships.
Added 2 hours ago
M
Director, Product & Growth
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC · Halifax, NS
- Full-time
Own and continuously refine the long-term strategy, value proposition and investment roadmap for the assigned portfolio, aligned to enterprise and business priorities.
Added 2 hours ago
SQ
AVP, Security Domain Enterprise Architecture
Sunlife Québec
Montreal, QC
- Full-time
Evaluate emerging security technologies, vendor capabilities, and service models, providing recommendations on suitability, integration, scalability, and long-term viability.
Added 2 hours ago
M
Director, Product & Growth
Manulife
Toronto, ON
- Full-time
Own and continuously refine the long-term strategy, value proposition and investment roadmap for the assigned portfolio, aligned to enterprise and business priorities.
Added 2 hours ago
SL
AVP, Security Domain Enterprise Architecture
Sun Life
Toronto, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
Evaluate emerging security technologies, vendor capabilities, and service models, providing recommendations on suitability, integration, scalability, and long-term viability.
Added 2 hours ago
SL
AVP, Security Domain Enterprise Architecture
Sun Life
Toronto, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
Evaluate emerging security technologies, vendor capabilities, and service models, providing recommendations on suitability, integration, scalability, and long-term viability.
Added 2 hours ago
K
Manager, Grants and Government Assistance Practice
KPMG
Ottawa, ON · Oakville, ON · Kitchener, ON · Hamilton, ON
- Full-time
Build and maintain strong, long‑term client relationships through high‑quality delivery and proactive support
Added 3 hours ago
SQ
SUN LIFE FINANCIAL ADVISOR - Quebec
Sunlife Québec
Rouyn-Noranda, QC
- Full-time
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice…
Added 3 hours ago
H
Bilingual Recruiter
Hays
Montreal, QC
- Full-time
Develop trusted, long-term relationships with candidates and industry professionals, positioning yourself as a market expert and career advisor.
Added 3 hours ago
Customer Success Manager
Canary Systems, Inc.
Montreal, QC
Customer Success Managers serve as the primary relationship owner for an assigned portfolio of client accounts, ensuring clients realize ongoing value from their Canary Systems monitoring…
Added 4 hours ago
SQ
SUN LIFE FINANCIAL ADVISOR - Quebec
Sunlife Québec
Saguenay, QC · Chicoutimi, QC
- Full-time
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice…
Added 4 hours ago
TC
Azure Architect
Tata Consultancy Services
Toronto, ON
- $120,000 to $140,000 CAD / year
- Full-time
Rooted in the heritage and values of the Tata Group, TCS is focused on creating long-term value for its clients, investors, employees, and the communities it serves. With a highly skilled…
Added 4 hours ago
MF
AVP, Client Engagement & Communications
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
Turn client intelligence into stronger relationships.At Mackenzie Investments, we are seeking a results-oriented leader who can connect client intelligence, compelling communications and…
Added 4 hours ago
B
Commercial Insurance Advisor- Service Team
BrokerLink
Dryden, ON · Thunder Bay, ON · Kenora, ON
- Full-time
In the role of a Commercial Insurance Advisor, you will be responsible for answering phones in an Ontario Inbound Service Queue, sales, prospecting and servicing an existing commercial book…
Added 5 hours ago
TC
AWS Architect
Tata Consultancy Services
Toronto, ON
- $120,000 to $140,000 CAD / year
- Full-time
Rooted in the heritage and values of the Tata Group, TCS is focused on creating long-term value for its clients, investors, employees, and the communities it serves. With a highly skilled…
Added 5 hours ago
D
Sr. Project Manager, Owners Engineering
DNV
Toronto, ON
- Full-time
Our OE team strives to develop long-term partnerships with our customers, acting as their trusted advisor from the earliest layouts through construction. Our Customers are at the forefront…
Added 7 hours ago
II
Principal functional SME– Retail & Athleisure Planning
ITC Infotech
Vancouver, BC
- Full-time
Required Strategic Domain Expertise (Must have deep knowledge in at least TWO of the following): · Core Platform Expertise (Must have strong depth in at least ONE):
Added 10 hours ago
SQ
SUN LIFE FINANCIAL ADVISOR - Quebec
Sunlife Québec
Rimouski, QC
- Full-time
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice…
Added 10 hours ago
SQ
SUN LIFE FINANCIAL ADVISOR - Quebec
Sunlife Québec
Levis, QC
- Full-time
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice…
Added 10 hours ago
SQ
SUN LIFE FINANCIAL ADVISOR - Quebec
Sunlife Québec
Quebec, QC
- Full-time
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice…

BMO

Senior Estate Insurance Associate, Nesbitt Burns

Montreal, QC, Canada
MCGC, Canada

$38,000.00 - $72,000.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Pay: $38,000.00 - $72,000.00
Job type: Full-time
Posting language: English
Posted: Sep 28, 2026

Original job description

Application Deadline:

10/30/2026

Address:

1501 McGill College Avenue

Job Family Group:

Wealth Sales & Service

Position Summary

Provides administrative, client-service, and operational support to Estate and Insurance Advisors (EIAs), their clients, and business partners. The role helps grow the insurance business by delivering a high-quality client experience, coordinating sales and service activities, maintaining accurate records, and ensuring that all work complies with established processes, policies, and regulatory requirements.

Client Service and Business Development

Support the ongoing development of the EIA’s book of business.
Understand client needs and explain relevant services, products, and solutions clearly and appropriately.
Build and maintain strong relationships with clients and business partners through internal referrals and external marketing initiatives.
Deliver an exceptional client experience that supports sales activity, referrals, and client retention.
Resolve client service issues within established guidelines and escalate matters when required.
Proactively follow up on prospecting opportunities and manage insurance cases already in progress.

Advisor and Operational Support

Prepare files and supporting materials in advance of advisor and client meetings.
Manage calendars and coordinate priorities, appointments, and meeting requests from advisors.
Ensure weekly and monthly team reports are accurate, complete, and submitted on time.
Coordinate with internal business groups to execute client requests and resolve issues.
Organize information and records to maintain accuracy and completeness.
Complete complex and varied tasks within established guidelines, including handling escalations when required.

Business Analysis and Communication

Collaborate with internal and external stakeholders to achieve business objectives.
Analyze data and information to generate insights and recommendations.
Monitor sales and service performance against plans to identify gaps, issues, and best practices.
Draft, edit, and distribute clear, audience-appropriate communications.
Assess issues, determine appropriate next steps, and follow through to resolution.

Risk and Compliance

Apply the Bank’s Risk Management Framework and Risk Culture in all aspects of the role.
Make sound, risk-informed decisions that align with business strategy, protect assets, and remain within the approved Risk Appetite.
Adhere to applicable frameworks, policies, standards, procedures, supporting documents, laws, and regulations.

Additional responsibilities may be assigned as business needs evolve.

Qualifications

Experience and Education

Post-secondary degree in a related field of study.
Minimum of five years of relevant experience in individual life insurance.
Life insurance licence required.
Quebec life insurance licensing is preferred. If the successful candidate is not currently licensed in Quebec, obtaining the appropriate licence will be a condition of employment. BMO currently provides support for the Life Licence Qualification Program (LLQP).

Technical Knowledge

Advanced knowledge of life insurance and investment products, processes, and procedures.
Strong knowledge of individual insurance products, including Universal Life, Whole Life, Term Life, Critical Illness, and Disability Insurance.
Knowledge of group insurance products, trust and estate services, and financial and retirement planning.
Knowledge of proprietary and industry compliance requirements.
Ability to read and interpret financial plans and identify potential insurance opportunities.
Knowledge of Eqisoft/Centralize is an asset.

Core Capabilities

Strong verbal and written communication skills.
Strong relationship-management skills, particularly when working with investment advisors and discussing insurance strategies and opportunities.
Strong organizational, analytical, and problem-solving skills.
Ability to manage competing priorities, take initiative, and deliver consistently high-quality work.
Collaborative, team-oriented approach and a commitment to contributing to the team’s success.

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

Salary:

$38,000.00 - $72,000.00

Pay Type:

Salaried & Commission

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.

Apply on bmo.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

Provides administrative, operational, and client-service support to Estate and Insurance Advisors to help grow the insurance business. Ensures all activities comply with regulatory requirements while maintaining accurate records and delivering an exceptional client experience.

Requirements

Requires a post-secondary degree and a minimum of five years of relevant experience in individual life insurance. A life insurance license is mandatory, with a preference for Quebec licensing.

Skills

Life insurance
Client service
Relationship management
Financial planning
Regulatory compliance
Data analysis
Communication
Problem-solving
Organizational skills
Universal life
Whole life
Term life
Critical illness insurance
Disability insurance
Trust and estate services
Eqisoft/Centralize

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

Wealth Sales
Insurance Advisor
Life Insurance
Universal Life
Whole Life
Term Life
Critical Illness
Disability Insurance
Financial Planning
Retirement Planning
Compliance
Risk Management
Eqisoft
Centralize
Client Retention
Prospecting
Business Development
Administrative Support
Reporting
Stakeholder Management

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Work requirements

Jobs in Canada