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Estate Insurance Growth Associate at BMO

Company: Bank of Montreal

Location: calgary, London

Posted: June 18, 2026

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Position Details

Elevate your insurance career with BMO as an Estate Insurance Growth Associate. This role calls for your client service experience and insurance licensing to drive business success.

As a Senior Estate Insurance Associate, you'll support Estate and Insurance Advisors in enhancing client interactions and sales performance. Your duties include conducting administrative tasks, analyzing data for insights, and fostering robust client relationships through targeted marketing initiatives.

Key Responsibilities: • Assist Estate and Insurance Advisors with administrative duties • Drive client acquisition through marketing strategies • Analyze sales performance data for actionable insights • Create tailored communications for client inquiries • Collaborate with various stakeholders for better business outcomes

Requirements: • 3-5 years in insurance roles • Required Life Insurance License • In-depth knowledge of financial and investment planning • Exceptional communicati...