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Added 24 mins ago
AW
Business Analytics Specialist, Temporary
Aviso Wealth
Remote, Canada
- Temporary
- Remote
Added 24 mins ago
AW
Business Analytics Specialist, Temporary
Aviso Wealth
Remote, Canada
- Temporary
- Remote
Added 39 mins ago
L
Assistant Branch Manager - Office 1714
LendDirect
Medicine Hat, AB
- Full-time
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Attain4All, Tuition Reimbursement, Leadership Development Programs, and potential to earn…
Added 39 mins ago
AF
Assistant Branch Manager - Office 1714
Attain Finance
Medicine Hat, AB
- Full-time
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Attain4All, Tuition Reimbursement, Leadership Development Programs, and potential to earn…
Added 54 mins ago
OT
Investment Analyst, Dynamic Asset Allocation, Total Fund Management
Ontario Teachers' Pension Plan
Toronto, ON
- Full-time
…team in identifying and assessing opportunities to adjust the Fund’s asset mix in response to evolving macroeconomic conditions, market valuations and risk premia. The role conducts…
Added 54 mins ago
RD
Administrative Assistant
RBC Dominion Securities
Sudbury, ON · Greater Sudbury, ON
- Full-time
Processes account administration tasks including client onboarding, documentation preparation, and fund transfers to support advisors and enhance client experience.
Added 54 mins ago
RD
Administrative Assistant
RBC Dominion Securities
Timmins, ON
- Full-time
Processes account administration tasks including client onboarding, documentation preparation, and fund transfers to support advisors and enhance client experience.
Added 54 mins ago
C
Head of Investments
Confidential
Calgary, AB
- Full-time
The successful candidate will collaborate with fund managers, portfolio managers, advisors, an Investment Committee and executive leadership. The role offers meaningful ownership of a…
Added 1 hour ago
RB
Administrative Assistant
Royal Bank of Canada
Timmins, ON
- Full-time
Processes account administration tasks including client onboarding, documentation preparation, and fund transfers to support advisors and enhance client experience.
Added 1 hour ago
R
Administrative Assistant
RBC
Timmins, ON
- Full-time
Processes account administration tasks including client onboarding, documentation preparation, and fund transfers to support advisors and enhance client experience.
Added 1 hour ago
R
Administrative Assistant
RBC
Sudbury, ON
- Full-time
Processes account administration tasks including client onboarding, documentation preparation, and fund transfers to support advisors and enhance client experience.
Added 1 hour ago
GT
DevOps Engineer
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $80 to $90 CAD / hour
- Contract
Added 1 hour ago
A
Operational Risk Analyst Intern / Co-op – Winter 2027
Albourne
Toronto, ON
- $50,000 to $55,000 CAD / year
- Internship
…to reflect those changes. The role also involves reviewing fund documentation, financial statements, and service provider information, preparing client deliverables, maintaining internal…
Added 1 hour ago
A
Operational Due Diligence Associate Analyst (New Grad Opportunity)
Albourne
Toronto, ON
- $60,000 to $75,000 CAD / year
- Full-time
…to join a growing team and gain exposure to a wide range of fund structures and strategies within a collaborative, fast-paced…
Added 1 hour ago
O
Student Analyst, Total Portfolio Management (Winter 2027, 4 Months)
OMERS
Toronto, ON · Head Office Toronto
- Full-time
…markets/strategy preferably at a financial institution, pension fund, insurance company, asset management firm/management consulting…
Added 1 hour ago
SL
Senior Pricing Analyst
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
…including: Marketing, Sales, IT, Plan Install, Investment Services, Fund Operations, Customer Relationship Executives, and Senior Management, where…
Added 2 hours ago
PC
Investment Analyst
People Corporation
Toronto, ON · ON - PC Sheppard - Toronto
- Full-time
The Analyst will be responsible for investment research, fund monitoring, performance analysis, governance support, client reporting, and investment recommendations.
Added 2 hours ago
AM
Intermediate Data Support Analyst
AGF Management
Toronto, ON
- Full-time
Support all functional areas of the Eagle system including Portfolio Maintenance, Fund Performance and Reporting.
Added 2 hours ago
Senior Operations Associate
The Canada Life Assurance Company
London, ON
…financial and non-financial transactions for our clients' mutual fund accounts in support of our distribution…
Added 2 hours ago
Investment Analyst / Senior Investment Analyst – Private & Public Markets
Staffinity Inc
Toronto, ON · North York, Ontario
Our client is a registered Investment Fund Manager (IFM), Portfolio Manager (PM), and Exempt Market Dealer (EMD). In this role, you will lead comprehensive qualitative and quantitative due…
Added 2 hours ago
AI
Senior Functional Analyst - Wealth Management
Avanciers Inc.
Montreal, QC · Greater Montreal Metropolitan Area
- Contract
…the role is absorbing existing expertise on Unitrax and the fund account administration ecosystem, then making it transferable through documentation, workshops and training material. The…
Added 2 hours ago
L
Program Manager
LTM
Mississauga, ON
- Full-time
Financial-services experience is required; Canadian wealth, banking, insurance, mutual fund, transfer agency, custody, asset-servicing, or enterprise software platform experience is…
Added 2 hours ago
L
Program Manager
LTM
Mississauga, ON
- $130,000 to $150,000 CAD / year
- Full-time
Financial-services experience is required; Canadian wealth, banking, insurance, mutual fund, transfer agency, custody, asset-servicing, or enterprise software platform experience is…
Added 3 hours ago
SE
Full Cycle Accounting (Quick Books)
Spirit Employment and Training Edmonton
AB
- $27 to $30 CAD / hour
- Full-time
Knowledge of fund accounting, restricted funding, grant reporting, and nonprofit financial
Added 3 hours ago
TC
Vice President, Client Integration
The Citco Group Limited
Halifax, NS
- Full-time
Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $1.8 trillion in assets under…

BMO

Business Development Specialist, BMO Insurance

Toronto, ON, Canada
YNG, Canada

$42,000.00 - $92,000.00 · Full-time

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Job details

Pay: $42,000.00 - $92,000.00
Job type: Full-time
Apply by: Nov 9, 2026
Experience: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Posting language: English
Posted: Oct 26, 2026

Original job description

Application Deadline:

11/08/2026

Address:

250 Yonge Street

Job Family Group:

Wealth Sales & Service

#bmoinsurance

Drives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. Shares feedback on the product, processes, etc. to internal stakeholders to ensure continual enhancement of the insurance offer.

Consults with MGAs to promote BMO Life Assurance product and services to their brokers, including determining the application of the sales strategy for sales calls to prospect MGAs and brokers, supporting existing relationships with current MGAs and brokers, meeting with MGAs and brokers to promote products and attain sales objectives, conducting seminars and workshops, providing case support to obtain business, requesting special quotes and identifying potential new MGAs and brokers.
Attends and participates in regional industry events to promote BMO Life Assurance products and services, and enhances the overall reputation of the company.
Contacts MGAs and brokers within assigned region to promote product and services, and increase overall business results.
Discusses sophisticated insurance concepts based on customer scenarios with MGAs and brokers to demonstrate the benefit of BMO Life Assurance products.
Shares sophisticated insurance concept solutions to leverage success across the regional team.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Provides advice and guidance to assigned business/group on implementation of solutions.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Provides monthly reporting of sales results for MGAs and brokers, and generates discussions on more productive business development opportunities.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Provides insurance quotations.
Provides technical support on products, illustration software and other tools.
Manages the special quote process ensuring that the response is received according to the desired timeline.
Manages large case process to build the overall regional business. Expedites application as much as possible.
Answers questions about insurance concepts.
Creates marketing tools and presentations for use in the region.
Maintains regional statistics.
Supports the achievement of the business plan within the designated region.
Supports the delivery of the desired client experience to MGAs and brokers to enhance business opportunities.
Collaborates effectively with internal stakeholders to build capability and drive business growth.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Life insurance license.
Certified Financial Planner or other professional designation.
In-depth knowledge of insurance business, agencies and underwriting principles.
In-depth knowledge of financial concepts, including financial planning and financial understanding of insurance products.
In-depth knowledge of more advanced sales concepts in insurance, including corporate applications.
In-depth knowledge of mutual fund industry is an asset.
Specialized knowledge from education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.

This job posting is for a current vacancy.

Salary:

$42,000.00 - $92,000.00

Pay Type:

Salaried

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: https://jobs.bmo.com/global/en/Total-Rewards

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 https://jobs.bmo.com/ca/en.

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.

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More about this job

Responsibilities

The Business Development Specialist drives sales results by promoting BMO Life Assurance products to managing general agencies and brokers. They also provide technical support, conduct seminars, and manage the special quote process to build regional business.

Requirements

Candidates must have 3-5 years of relevant experience and a post-secondary degree in a related field. A life insurance license and a professional designation such as a Certified Financial Planner are required.

Skills

Sales
Business development
Insurance
Relationship management
Financial planning
Underwriting
Communication
Analytical skills
Problem solving
Influence
Collaboration
Presentation skills
Strategic planning
Data analysis
Technical support

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

BMO Insurance
Business Development
Life Assurance
MGA
Broker Relations
Sales Strategy
Underwriting
Financial Planning
Insurance Concepts
Illustration Software
Risk Management
Strategic Initiatives
Case Management
Marketing Tools
Regional Statistics
Wealth Sales
Corporate Applications
Mutual Fund Industry
Stakeholder Management
Business Growth

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