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 robust organization to support clients and advisors within BMO Private Wealth.

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