Bank of Montreal
Senior Estate and Insurance Advisor Role
Job Description
Capitalize on your expertise as a Senior Estate and Insurance Advisor at BMO, strategically enhancing client relationships and insurance sales. This hybrid role aims to augment profitability and improve NPS.
As a key player in wealth sales, you'll work closely with Investment Advisors and clients to create customized solutions that fit both estate and insurance needs. With a minimum of 7 years of relevant experience, and fluency in French and English, your analytical skills will enable you to address complex client issues effectively. Strong communication is essential for this position.
Key Responsibilities:
• Partner with Investment Advisors for referrals
• Create and present customized insurance solutions
• Develop impactful seminars for clients
• Administer comprehensive client service strategies
• Analyze performance metrics and adjust as necessary
Requirements:
• 7+ years of relevant industry experience
• Required life insurance certifications
• Pr...
As a key player in wealth sales, you'll work closely with Investment Advisors and clients to create customized solutions that fit both estate and insurance needs. With a minimum of 7 years of relevant experience, and fluency in French and English, your analytical skills will enable you to address complex client issues effectively. Strong communication is essential for this position.
Key Responsibilities:
• Partner with Investment Advisors for referrals
• Create and present customized insurance solutions
• Develop impactful seminars for clients
• Administer comprehensive client service strategies
• Analyze performance metrics and adjust as necessary
Requirements:
• 7+ years of relevant industry experience
• Required life insurance certifications
• Pr...