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 explicit, audience-appropriate communications. Assess issues, determine appropriate next steps, and follow through to resolution. Risk and Compliance Apply the

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