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Added 34 mins ago
Customer Experience Associate - Courtenay BC (18.75hrs/week)
Scotiabank
Courtenay, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 34 mins ago
Customer Experience Associate - Courtenay BC (30hrs/week)
Scotiabank
Courtenay, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 34 mins ago
Customer Experience Associate - Courtenay BC (18.75hrs/week)
Scotiabank
Courtenay, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
SD
Front Store Manager, Salaried Full Time Day
Shoppers Drug Mart
Regina, SK
- Full-time
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Added 1 hour ago
SD
Store Administrator, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
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- Part-time
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Saint-Paul, NB · St.-Paul, NB
- Full-time
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Added 6 hours ago
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University of Victoria
Victoria, BC
- Full-time
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Added 8 hours ago
Fixed Operations Manager - Toyota Northshore
The Jim Pattison Auto Group
North Vancouver, BC
Manage Lot and Detail Associate processes and work towards bringing Detail dept inhouse.
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- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 8 hours ago
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Associate
National Bank of Canada
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- Full-time
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Added 8 hours ago
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Wealth Associate
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- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 10 hours ago
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Customer Experience Associate
TD
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- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 10 hours ago
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Personal Banking Associate Trainee - Repentigny
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Repentigny, QC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 10 hours ago
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Client Service Associate, Insurance and Investments
Canada Life
Winnipeg, MB
- Full-time
Reporting to the Manager, Operations the Client Service Associate, Insurance and Investments, will be the ‘glue’ that binds all client relationships together. You will be the first voice…
Added 10 hours ago
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Bilingual Associate, New Business – Individual
Manulife
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Manulife’s Individual Insurance team currently has an opportunity for a Bilingual Associate, New Business - Individual.
Added 12 hours ago
Financial Service Representative
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Added 13 hours ago
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Senior Customer Experience Associate - Mount Forest (22.5 hours/week)
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Added 14 hours ago
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Senior Associate, Nexus, Client Delivery
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Post-secondary education with a concentration in finance or accounting.
Added 14 hours ago
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Accounts Payable Coordinator
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- $20 to $23 CAD / hour
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Added 16 hours ago
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Associate, Multi-Unit Financing
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Added 17 hours ago
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Added 17 hours ago
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Reporting to the Associate Director of Community Services – Strategic Initiatives, Programs and Events, the Community Services Administrative Assistant is responsible for organizing and…
Added 18 hours ago
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Business Development Manager ( Inside Sales)
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Calgary, AB · Greater Calgary Metropolitan Area
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PICTON Investments is presently seeking an ambitious, energetic, and relentlessly curious Associate, Inside Sales with a passion for providing investment solutions. The Associate will be a…
Added 18 hours ago
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Scientist in Immunochemistry
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BMO

Estate Insurance Associate

Toronto, ON, Canada
FCP, Canada

$38,000.00 - $72,000.00 · Full-time

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Job details

Pay: $38,000.00 - $72,000.00
Job type: Full-time
Apply by: Nov 11, 2026
Experience: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study.
Posting language: English
Posted: Oct 30, 2026

Original job description

Application Deadline:

11/10/2026

Address:

100 King Street West

Job Family Group:

Wealth Sales & Service

About BMO Nesbitt Burns & BMO Private Wealth

BMO Nesbitt Burns has been a cornerstone of Canada’s investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while giving team members exposure to a broad range of expertise, capabilities, and career paths. We foster a culture of collaboration, professionalism, and continuous growth - where individuals are supported to develop both personally and professionally while delivering exceptional outcomes for clients.

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 business group.

Ensures the book of business is continuously developing.
Ensures client needs are met or exceeded by discussing services offered in detail, with a strong sense of appropriate product and service.
Builds and maintains relationships with clients and business partners through client acquisition from both internal sources (referrals) and external sources (marketing initiatives).
Provides exceptional client experience and service to ensure client needs are met or exceeded to enhance sales activities, referrals and client retention.
Addresses customer services issues according to established parameters, escalating as required.
Collaborates with internal and external stakeholders in order to deliver on business objectives.
Analyzes data and information to provide insights and recommendations.
Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.
Supports the development of tailored messaging, which may include writing, editing and distributing communications.
Communicates with internal business/groups for execution of client request and issue resolution.
Organizes work information to ensure accuracy and completeness.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
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.
Life Insurance Licence.
Advanced knowledge of investment processes and procedures.
Advanced knowledge of administrative processes and procedures.
Advanced knowledge of Life Insurance and Investment Products.
Knowledge of Insurance and group products.
Knowledge of Trust and Estate services.
Knowledge of Financial/Retirement planning.
Knowledge of compliance rules (proprietary and industry).
Knowledge of Ageman.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

This job posting is for a current vacancy.

Salary:

$38,000.00 - $72,000.00

Pay Type:

Salaried & Commission

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 associate performs administrative tasks and service initiatives to support Estate and Insurance Advisors in growing insurance sales and managing client relationships. They ensure operational compliance, analyze performance data, and provide exceptional service to meet or exceed client needs.

Requirements

Candidates must have 3-5 years of relevant experience and a post-secondary degree in a related field. A valid Life Insurance Licence and advanced knowledge of investment and insurance products are required.

Skills

Life insurance
Investment products
Administrative support
Compliance
Risk management
Data analysis
Financial planning
Retirement planning
Trust and estate services
Communication skills
Problem solving
Collaboration
Organization skills
Ageman

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Estate Insurance
Wealth Management
BMO Nesbitt Burns
Life Insurance Licence
Compliance
Risk Management Framework
Client Acquisition
Investment Management
Private Banking
Trust and Estate
Financial Planning
Retirement Planning
Ageman
Sales Performance
Data Analysis
Administrative Support
Insurance Sales
Client Retention
Stakeholder Collaboration
Operational Processes

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