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. Ensures client needs are met or exceeded by discussing services offered in detail, with a strong sense of appropriate product and service.

Builds and maintains relationships with clients and business partners through client acquisition from both internal sources (referrals) and external sources (marketing initiatives). Provides exceptional client experience and service to ensure client needs are met or exceeded to enhance sales activities, referrals and client retention. Addresses customer services issues according to established parameters, escalating as required.

Analyzes data and information to provide insights and recommendations. Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans. Supports the development of tailored messaging, which may include writing, editing and distributing communications.





Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study.

Life Insurance License

Knowledge of administrative processes and procedures. Verbal & written communication skills in English and French - Good. This job posting is for a current vacancy. Salaries for part time roles will be pro-rated based on number of hours regularly worked.

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. It calls on us to create lasting, positive change for our customers, our communities and our people.

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.

Accommodations are available on request for candidates taking part in all aspects of the selection process.

📌 Care Management Coordinator, Care Management, Full-Time (Toronto)
🏢 BMO
📍 Toronto