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BMO Financial Group Estate & Insurance Marketing Associate in Montreal, Quebec


1501 McGill College Avenue

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 to deliver on business objectives.

  • Analyzes data and information to provide insights and recommendations.

  • Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.

  • Supports the development of tailored messaging, which may include writing, editing and distributing communications.

  • Communicates with internal business/groups for execution of client request and issue resolution.

  • Organizes work information to ensure accuracy and completeness.

  • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.

  • Analyzes issues and determines next steps.

  • Broader work or accountabilities may be assigned as needed.


  • Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study.

  • Life Insurance License (LLQP)

  • Advanced knowledge of investment processes and procedures.

  • Advanced knowledge of administrative processes and procedures.

  • Advanced knowledge of Life Insurance and Investment Products.

  • Knowledge of Insurance and group products.

  • Knowledge of Trust and Estate services.

  • Knowledge of Financial/Retirement planning.

  • Knowledge of compliance rules (proprietary and industry).

  • Knowledge of Ageman.

  • Specialized knowledge.

  • Verbal & written communication skills - Good.

  • Organization skills - Good.

  • Collaboration & team skills - Good.

  • Analytical and problem solving skills - Good.

  • Bilingual (English and French)

We’re here to help

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

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.

BMO Financial GroupServing customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.