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Estate Insurance Advisor at BMO — NeverHard
Estate Insurance Advisor at BMO in Toronto, Ontario. View salary, required skills, and apply on NeverHard.
- Company
- BMO
- Location
- Toronto, Ontario
- Type
- part_time
Application Deadline:
06/16/2026
Address:
100 King Street West
Job Family Group:
Wealth Sales & Service
Develops and builds the Estate and Insurance business by partnering with internal business/groups to deliver the client experience and increase market share, profitability and NPS. Builds strong relationships with business partners and clients, determines estate and insurance needs, and provides customized professional advice to generate insurance sales in alignment with the desired client experience and overall business objectives.
Works with Investment Advisors to obtain referrals and generate life and disability sales.
Develops insurance sales strategies and presents clients with concepts focussed on estate planning/ financial/ retirement.
Develops marketing materials to enhance sales concepts in alignment with the desired client experience.
Develop professional seminars for Investment Advisors and their clients.
Develops, maintains and executes a business plan, including relationship management strategies, to achieve retention objectives.
Provides exceptional client experience and service to ensure client needs are met or exceeded to enhance sales activities, referrals and cl
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