Case Manager
BMO — Toronto, ON, CAN
Posted 2026-08-26
Application Deadline: 09/08/2026 Address: 100 King Street West Job Family Group: Wealth Sales & Service Performs a variety of administrative tasks and delivers service initiatives in support of Estate and Insurance Advisors (EIA). Provides services to EIA, their clients and business partners ensuring operational processes and compliance regulations are followed in order to contribute to the growth of insurance sales, mitigate risk, and support the efficient and effective operation of the business group. Ensures the book of business is continuously developing. Ensures client needs are met or exceeded by discussing services offered in detail, with a strong sense of appropriate product and service. Builds and maintains relationships with clients and business partners through client acquisition from both internal sources (referrals) and external sources (marketing initiatives). Provides exceptional client experience and service to ensure client needs are met or exceeded to enhance sales activities, referrals and client retention. Addresses customer services issues according to established parameters, escalating as required. Collaborates with internal and external stakeholders in order