Licensed Insurance Advisor, Retail Insurance

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At BMO Insurance, we are launching an exciting initiative to expand our reach and impact in the insurance market. As a Licensed Insurance Advisor, you will be part of a newly formed, high-performing team that's driving BMO's insurance strategy forward. This role offers a rare opportunity to build something new, make a measurable difference, and grow your career within one of Canada's top financial institutions. As a Licensed Insurance Advisor, you will be at the forefront of helping clients protect what matters most. You will provide tailored solutions across a suite of insurance products, helping Canadians build financial security and peace of mind.

Key Responsibilities:

• Engage with prospects through inbound, outbound and chat channels to uncover insurance needs and offer tailored insurance solutions, using a consultative, client-first approach.
• Achieve and exceed individual sales targets and performance benchmarks, including call volumes, conversion rates, and client satisfaction metrics.
• Leverage data, lead lists, and CRM tools to develop a consistent sales pipeline and maximize conversion opportunities.
• Educate clients on product features, benefits, and how insurance supports their overall financial goals and well-being.
• Contribute directly to the growth of BMO Insurance by identifying cross-sell and upsell opportunities and supporting product adoption.
• Stay current on BMO Insurance product offerings, market trends, regulatory changes, and competitor activity.
• Adhere to all regulatory guidelines and internal policies related to insurance advice and product recommendations.
• Ensure accurate documentation of all client interactions in accordance with compliance standards and audit requirements.
• Champion BMO's values and ensure a high standard of integrity and professionalism in every client interaction.

Qualifications & Experience:

• Valid OTL or RIBO insurance license in Ontario and/or Quebec.
• Completion of LLQP is an asset.
• Bilingual (French/English) proficiency is a strong asset.
• Minimum 3 years of sales experience, preferably in insurance or financial services.
• Demonstrated ability to meet or exceed sales goals in a performance-driven environment.
• Strong interpersonal, communication, and consultative skills.
• Tech-savvy with comfort using CRM platforms, digital tools, and virtual client engagement methods.
• Growth mindset with a genuine passion for continuous learning and career advancement.

Why Join BMO Insurance?

• Be part of a brand new, fast-growing team with strong support from one of Canada's leading financial institutions.
• Competitive compensation, benefits, and incentive structure.
• Continuous learning and development opportunities, with access to BMO's extensive training resources.
• A dynamic, inclusive, and collaborative culture where innovation and customer impact are valued every day.

Salary:

Pay Type:

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: 

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.