Estate Insurance Advisor

Job Summary:The Estate Insurance Advisor role at BMO is a highly motivated position that requires a professional with expertise in creating customized insurance solutions for High-Net-Worth and Ultra-High-Net-Worth clients. The ideal candidate will have a strong understanding of estate planning, financial planning, and retirement concepts, as well as...

Insurance AdvisorWe are seeking a skilled Insurance Advisor to join our team at Acera Insurance. As an Insurance Advisor, you will work collaboratively with clients, insurance companies, and our team members to exceed client expectations.Your primary duties will include processing renewals, endorsements, cancellations, and changes, as well as servicing new...

Job SummaryThe Estate Insurance Advisor is a key role within BMO Private Wealth, responsible for providing customized professional advice to generate insurance sales in alignment with the desired client experience and overall business objectives.Key ResponsibilitiesDevelops insurance sales strategies and presents clients with concepts focused on estate...

Claims Advisor, Commercial Insurance SpecialistWe are seeking a skilled Claims Advisor, Commercial Insurance Specialist to provide support for claims to our commercial department teams. This includes reporting claims and advocating for the client throughout the claims journey. The advisor will also liaise with the adjuster and insurance company on their...

Claims Advisor, Commercial InsuranceThe Claims Advisor plays a pivotal role in supporting the commercial department teams by providing expert claims guidance and advocacy. This includes reporting claims, liaising with adjusters and insurance companies, and ensuring seamless communication throughout the claims journey.Key to success in this role is a deep...

Job Opportunity:As a Will and Estate Advisor at Royal Trust Corporation of Canada, you will play a critical role in supporting clients during a challenging and emotional time in their lives. Your expertise will be instrumental in guiding heirs and beneficiaries through estate plans, navigating family dynamics, and developing strong relationships to provide...

Kevin J Carruthers Insurance AgencyLevel 1 Licensed Client Care AdvisorThis role is ideal for newly licensed individuals with less than 2 years of industry experience. As a Level 1 Client Care Advisor, you will work closely with a senior team member to gain experience and knowledge. Your responsibilities will include assisting with client changes to existing...

Job Title: Insurance Advisor - Life and GeneralJob Summary:We are seeking an experienced Insurance Advisor to join our team at Jameel Lalji - Desjardins Insurance Agent. As an Insurance Advisor, you will be responsible for creating a climate of trust with our clients by educating and advising them on the best coverages and options to meet their needs.Key...

Insurance and Financial Services Advisor OpportunityWe are seeking a highly skilled and experienced Insurance and Financial Services Advisor to join our team at Kevin Carruthers - Desjardins Insurance Agent in Ottawa. As a key member of our team, you will be responsible for providing exceptional client service and sales expertise to our clients.Key...

At Co-operators, we're committed to delivering exceptional client experiences. As an Associate Insurance Advisor I, you'll play a key role in supporting and developing our agency operations.Key Responsibilities:Sales and service of Co-operators personal lines products, including auto and home insurance.Prospecting and cross-selling to identify and recommend...

Kevin Carruthers - Desjardins Insurance AgentKey ResponsibilitiesSell and service car insurance, home and property products, business insurance, and financial services to clients.Meet monthly sales targets and maintain a high level of client satisfaction.Develop and maintain strong relationships with clients and colleagues.Stay up-to-date with industry...

Key ResponsibilitiesThe Associate Insurance Advisor I plays a crucial role in the support and development of the agency operation, primarily through the sales and service of Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines.Key Performance IndicatorsSales, service, and profitable...

Job Description:BeBee Professionals is seeking a Real Estate Investment Banker to provide financial guidance and support to clients in the real estate sector. The successful candidate will have a strong background in finance and a minimum of 5 years of experience in the real estate industry.Key Responsibilities: Provide financial guidance to clients Analyze...

Job Title: Banking AdvisorJob Summary:We are seeking a Banking Advisor to join our team at National Bank. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking products and services.Key Responsibilities:Provide personalized banking solutions to clientsOffer advice on...

About UsKevin Carruthers - Desjardins Insurance Agent is a rapidly growing insurance agency in East Ottawa, seeking an experienced and ambitious professional to join our team as a Senior Insurance Advisor.Salary and BenefitsWe offer a competitive salary with potential earnings ranging from $45,000 to $60,000 in the first year, increasing to $50,000 to...

Insurance Advisor Associate IIAt Co-operators, we're committed to delivering exceptional client experiences and driving business growth through innovative insurance solutions. As an Insurance Advisor Associate II, you'll play a key role in supporting and developing our agency operations, primarily through sales and service.Key Responsibilities:Develop and...

Company OverviewKRS Insurance Brokers joined forces with Acera Insurance, a leading independent brokerages in Canada. As an employee-controlled company, Acera offers an exceptional work environment and culture that fosters growth opportunities for all team members.Treated with respect and integrity, our employees are encouraged to put clients, colleagues,...

At BrokerLink, we're committed to living our values of integrity, respect, customer-driven mindset, excellence, and generosity. Our diversity and inclusion efforts ensure a respectful and inclusive work environment.We're seeking a Commercial Insurance Advisor to join our team at the Antares branch. As a key member of our team, you'll provide exceptional...

Company Overview:We are a leading insurance agency committed to delivering exceptional customer experiences and driving business growth.Salary: $62,500 - $82,000 per year (plus commission and bonuses)Job Description:As an Insurance Advisor, you will play a key role in helping our clients navigate the complex world of insurance. Your expertise and guidance...

About BrokerLinkAt BrokerLink, we're committed to living our values of integrity, respect, customer-driven mindset, excellence, and generosity. Our diversity and inclusion efforts aim to create a respectful and inclusive work environment for all.Job SummaryWe're seeking a Commercial Insurance Advisor to join our team at the Antares branch. As a key member of...