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Estate & Insurance Associate

Toronto, ON
Full Time
3 days ago
100 King Street West

Job Family Group:

Wealth Sales & Service

Performs a variety of administrative tasks and delivers service initiatives in support of Estate and Insurance Advisors (EIA). Provides services to EIA, their clients and business partners ensuring operational processes and compliance regulations are followed in order to contribute to the growth of insurance sales, mitigate risk, and support the efficient and effective operation of the business group.
  • Provides sales support to drive sales results.
  • Ensures the book of business is being developed.
  • Delivers exceptional customer service that builds trust through expertise, responsive service and support.
  • Provides exceptional client experience and service.
  • Ensures client needs are met or exceeded to enhance sales activities, referrals and client retention.
  • Collaborates with internal and external stakeholders in order to deliver on business objectives.
  • Communicates with internal business/groups for execution of client request and issue resolution.
  • Organizes work information to ensure accuracy and completeness.
  • Completes complex & diverse tasks within given rules/limits.
  • Analyzes issues and determines next steps; escalates as required.
  • Broader work or accountabilities may be assigned as needed.

  • Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study.
  • Life Insurance License.
  • Knowledge of Life Insurance and Investment Products.
  • Basic/Intermediate knowledge of Insurance and Estate Principles.
  • Strong knowledge of administrative processes and procedures.
  • Knowledge of compliance rules (proprietary and industry).
  • Knowledge of Ageman.
  • Basic specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.

We're here to help

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 .

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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About BMO

THERE’S NEVER BEEN A BETTER TIME TO BE PART OF BMO. We’ve set our sights on being the bank that defines great customer experience. Our customers’ needs are changing and so are we. Everyone who wo...

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Banking & Finance
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