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Estate and Insurance Advisor, Nesbitt Burns

📍 BMO • Montreal, Quebec, Canada • Posted March 19, 2026

Full time Posted March 19, 2026
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Job 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...

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