Senior Estate Insurance Associate, Nesbitt Burns

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 clear, audience-appropriate communications.
- Assess issues, determine appropriate next steps, and follow through to resolution.

Risk and Compliance

- Apply the Bank’s Risk Management Framework and Risk Culture in all aspects of the role.
- Make sound, risk-informed decisions that align with business strategy, protect assets, and remain within the approved Risk Appetite.
- Adhere to applicable frameworks, policies, standards, procedures, supporting documents, laws, and regulations.

Additional responsibilities may be assigned as business needs evolve.

Qualifications

Experience and Education

- Post-secondary degree in a related field of study.
- Minimum of five years of relevant experience in individual life insurance.
- Life insurance licence required.
- Quebec life insurance licensing is preferred. If the successful candidate is not currently licensed in Quebec, obtaining the appropriate licence will be a condition of employment. BMO currently provides support for the Life Licence Qualification Program (LLQP).

Technical Knowledge

- Advanced knowledge of life insurance and investment products, processes, and procedures.
- Strong knowledge of individual insurance products, including Universal Life, Whole Life, Term Life, Critical Illness, and Disability Insurance.
- Knowledge of group insurance products, trust and estate services, and financial and retirement planning.
- Knowledge of proprietary and industry compliance requirements.
- Ability to read and interpret financial plans and identify potential insurance opportunities.
- Knowledge of Eqisoft/Centralize is an asset.

Core Capabilities

- Strong verbal and written communication skills.
- Strong relationship-management skills, particularly when working with investment advisors and discussing insurance strategies and opportunities.
- Strong organizational, analytical, and problem-solving skills.
- Ability to manage competing priorities, take initiative, and deliver consistently high-quality work.
- Collaborative, team-oriented approach and a commitment to contributing to the team’s success.

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec .

Salary:
$38,000.00 - $72,000.00

Pay Type:
Salaried & Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:  https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.