1501 McGill College Avenue

Wealth Sales & Service

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.
Build and maintain strong relationships with clients and business partners through internal referrals and external marketing initiatives.
Proactively follow up on prospecting opportunities and manage insurance cases already in progress.
Prepare files and supporting materials in advance of advisor and client meetings.
Business Analysis and Communication
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 explicit, audience-appropriate communications.
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.
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. 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.
Ability to read and interpret financial plans and identify potential insurance opportunities.
Knowledge of Eqisoft/Centralize is an asset.
Solid relationship-management skills, particularly when working with investment advisors and discussing insurance strategies and opportunities.
Ability to manage competing priorities, take initiative, and deliver consistently high-quality work.
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 .

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. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

📌 Senior Estate Insurance Associate, Nesbitt Burns (Quebec City)
🏢 BMO Financial
📍 Quebec City