Support Estate and Insurance Advisors at BMO with client service, insurance sales administration, and compliance-focused operations. Work from 100 Current Park Place.

This Estate Insurance Associate role supports advisors, clients, and business partners across insurance sales and service activities. You will maintain developing books of business, discuss services, address client issues, and coordinate requests. The position also requires data analysis, tailored communications, accurate information organization, and risk-informed decisions within approved policies and regulations.

Key Responsibilities:
Support Estate and Insurance Advisors with administrative tasks
Build relationships through referrals and marketing initiatives




Address service issues and escalate according to parameters
Analyze performance data and recommend next steps
Develop, edit, and distribute tailored client communications

Requirements:
Three to five years of relevant experience typically
Post-secondary degree in a related field
Life Insurance Licence
Advanced knowledge of Life Insurance and Investment Products
Positive communication, organization, collaboration, and analytical skills

Bring Life Insurance expertise, client relationship skills, and sound risk decisions to BMO’s Estate and Insurance support function.

📌 Estate Insurance Sales Associate Vaughan
🏢 BMO Financial Group
📍 Vaughan