BM

Estate Insurance Associate

Calgary, Calgary region
On-site
Full-time
Today

Job Overview

Application Deadline: 05/08/2026 Address: 525 8th Ave SW East Tower Job Family Group: Wealth Sales & Service Performs a variety of administrative tasks and delivers service initiatives in support of Estate and Insurance Advisors (EIA). Provides services to EIA, their clients and business partners ensuring operational processes and compliance regulations are followed in order to contribute to the growth of insurance sales, mitigate risk, and support the efficient and effective operation of the b…

What you'll do

  • Perform administrative tasks
  • Deliver service initiatives supporting Estate and Insurance Advisors
  • Provide services to EIA, clients and business partners
  • Ensure operational processes are followed
  • Ensure compliance regulations are adhered to
  • Contribute to growth of insurance sales
  • Mitigate risk
  • Support efficient operation of business

What you'll need

  • Understanding of operational processes
  • Knowledge of compliance regulations
  • Ability to support Estate and Insurance Advisors
  • Customer service orientation

About the Company

BM

BMO

Estate Insurance Associate at BMO — Calgary, Calgary region | Jobily