Insurance and Estate Support Specialist

4 days ago


Oakville, Ontario, Canada Bank of Montreal Full time

We're seeking a highly motivated Insurance and Estate Support Specialist to join our team at Bank of Montreal. In this role, you'll be responsible for providing sales support, developing business opportunities, and collaborating with internal and external stakeholders to achieve business objectives.

The ideal candidate will have excellent communication skills, with the ability to provide exceptional customer service and support our team members. You'll be responsible for delivering sales support, developing business opportunities, and ensuring compliance regulations are followed.

We're looking for someone who is highly organized, has a strong understanding of life insurance and investment products, and can analyze issues and determine next steps. If you have relevant experience and a passion for delivering exceptional results, we'd love to hear from you

  • Typically between 2 – 3 years of relevant experience and post-secondary degree in a related field of study
  • Life Insurance Licence
  • Broad knowledge of administrative processes and procedures


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