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Full time

Estate and Insurance Advisor, Nesbitt Burns

Posted by BMO • March 19, 2026

📍 Montreal, Quebec, Canada
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Description

Application Deadline:

04/24/2026

Address:

1501 McGill College Avenue

Job Family Group:

Wealth Sales & Service

Develops and builds the Estate and Insurance business by partnering with internal business/groups to deliver the client experience and increase market share, profitability and NPS. Builds strong relationships with business partners and clients, determines estate and insurance needs, and provides customized professional advice to generate insurance sales in alignment with the desired client experience and overall business objectives.

  • Works with Investment Advisors to obtain referrals and generate life and disability sales.
  • Develops insurance sales strategies and presents clients with concepts focussed on estate planning/ financial/ retirement.
  • Develops marketing materials to enhance sales concepts in alignment with the desired client experience.
  • Develop professional seminars for Investment Advisors and their clients.
  • Devel...

    • Job Details

    • Location Montreal, Quebec
    • Job Type Full time
    • Category Sales Representatives, Services
    • Posted March 19, 2026
    • Deadline April 28, 2026

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