Apply Life Insurance knowledge and wealth services expertise while supporting BMO Private Wealth advisors at 100 King Street West.
This Estate Insurance Associate position supports advisor services across client needs, insurance sales, and operational execution. You will discuss appropriate products and services, build internal and external relationships, and support referrals. The position also requires organized information management, data analysis, and risk-informed decisions.
Key Responsibilities: Discuss services and appropriate products with clients
Support client acquisition through referrals and marketing initiatives
Maintain relationships with internal and external stakeholders
Develop tailored client communications through writing and editing




Apply risk management policies, procedures, and regulations
Requirements: Life Insurance Licence
Three to five years of relevant experience
Advanced knowledge of Life Insurance and investment products
Knowledge of Trust, Estate, and retirement planning services
Good communication, organization, collaboration, and analytical skills
Use Life Insurance expertise, wealth planning knowledge, and solid organization to support clients and advisors within BMO Private Wealth.

#J-18808-Ljbffr

📌 Life Insurance Wealth Services Associate (Ontario)
🏢 BMO
📍 Ontario