B

Estate Insurance Associate

BMO

Calgary, Alberta, Canada Full time June 05, 2026

Found Description

Application Deadline:

04/22/2026

Address:

525 8th Ave SW East Tower

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.

  • Provides sales support to drive sales results.
  • Ensures the book of business is being developed.
  • Delivers exceptional customer service that builds trust through expertise, responsive service and support.
  • Provides exceptional client experience and service.
  • Ensures client needs are met or exceeded to enhance sales activities, referrals and client retention.
  • Collaborates with internal and external stakeholders in order to...
  • Ready to Apply?

    Submit your application for Estate Insurance Associate at BMO

    Apply Now