Estate And Insurance Assistant (18 Month Contract)

  • 1-3 Year
  • Vancouver
  •   Posted On: September 1, 2018
  •   Skills:  Communication, Insurance Operations

Job Overview

Roles & Responsibilities

Under the direction of the Operations Manager, this role is responsible for supporting the Estate & Insurance Advisor EIA(s)*(Financial Security Advisor in Quebec) with the goal of growing overall insurance sales.

Business Delivery and Operational Effectiveness

  • Support the EIA’s sales and service objectives by delivering service initiatives to the EIA’s clients and business partners
  • Contribute to the EIA’s business objectives by ensuring the book of business is being developed
  • Ensure client needs are met or exceeded
  • Project a professional and consistent image by adhering to organization’s brand, corporate identity and standards
  • Liaise with various departments for execution of client requests and problem solving and other branch duties as assigned

Risk Management & Controls

  • E nsure compliance regulations are adhered to
  • E nsure proper adherence to all aspects of First Principles Our Code of Conduct and Ethics
  • Follow security and safeguarding procedures and apply appropriate due diligence for the prevention of loss due to fraud, counterfeiting, money laundering or defalcation in accordance with Bank policy


  • Proactively and professionally provides assistance to Estate & Insurance Advisor EIA(s)*(Financial Security Advisor in Quebec) in order to meet client needs and EIA(s) expectations
  • Strong knowledge of administrative process and procedures
  • Basic/intermediate knowledge of insurance and estate principles
  • Knowledge of life insurance and investment products are assets
  • Knowledge of compliance rules (proprietary and industry) and Ageman are assets


  • University degree or equivalent experiences
  • Computer literacy
  • Life Insurance Licensing is an asset
  • Minimum 1.5 – 3 years of experience in the insurance industry

About BMO Financial Group

Bank of Montreal is bilingual -- it speaks Canadian and American business. Also known as BMO Financial Group (or, more familiarly, BMO, pronounced "bee-moe"), the company is one of Canada's oldest and biggest banks. Serving individuals, government agencies, and businesses large and small, it has about 900 branches that provide deposits, mortgages and loans, life insurance, credit cards, investments, and wealth management services.

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