Senior Estate Insurance Associate, Nesbitt Burns
BMO — MONTREAL, QC, CAN
Posted 2026-09-28
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 Oper