Support estate and insurance advisors at BMO Nesbitt Burns in Toronto through client service, compliance, and insurance sales administration.
As an Estate Insurance Associate, you will support Estate and Insurance Advisors, clients, and business partners. Your work includes administrative processes, relationship management, client acquisition, and issue resolution. You will also analyze performance information and help maintain an accurate, developing book of business.
Key Responsibilities: Deliver administrative services supporting Estate and Insurance Advisors
Build relationships with clients and business partners
Address service issues and escalate when required
Analyze sales and service performance against plans
Coordinate client requests and issue resolution
Requirements: Three to five years of relevant experience
Post-secondary degree in a related field
Life Insurance Licence
Advanced knowledge of investment and administrative processes
Knowledge of Life Insurance, investment, Trust, and Estate services
Bring client service, insurance knowledge, analytical ability, and compliance awareness to BMO’s estate and insurance advisory business.

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📌 Estate Insurance Associate Toronto (Ontario)
🏢 BMO Nesbitt Burns
📍 Ontario