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Added 29 mins ago
PC
National Account Manager
PIP Canada
Mississauga, ON
- Full-time
PIP Canada, part of a global organization with its Canadian head office located in Laval, QC is a leading provider of hand protection and personal protective equipment (PPE) to Industrial…
Added 1 hour ago
IE
Manager, Supply Chain & Innovation
IMAX Enhanced | Streaming & Consumer Technology
Mississauga, ON
- Full-time
The Manager will assess existing processes and ways of working, identify opportunities to simplify and standardize operations and lead the development and implementation of improved…
Added 1 hour ago
TA
QC - SALES ASSOCIATE - PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Saint-Bruno-de-Montarville, QC
- Part-time
…ALDO Group brings over 50 years of fashion expertise to the global stage. With close to 1,500 stores across more than 110 countries, we operate two signature brands - ALDO and Call It…
Added 2 hours ago
PI
National Account Manager
Protective Industrial Products
Mississauga, ON
- Full-time
PIP Canada, part of a global organization with its Canadian head office located in Laval, QC is a leading provider of hand protection and personal protective equipment (PPE) to Industrial…
Added 2 hours ago
T
TikTok Commerce - Mass Acquisition & Incubation Manager
TikTok
Toronto, ON
- Full-time
…and trusted for the community. As the business scales across global markets, we take on complex challenges across content, commerce, trust, and the differing needs of each local…
Added 2 hours ago
Assistant Manager
EssilorLuxottica Group
Toronto, ON
Total Rewards: Benefits/Incentive Information
Added 4 hours ago
SI
Director of Operations
Systemex Industries Conseils
Montreal, QC
- Full-time
Systemex is a growing global organization bringing together complementary expertise in industrial automation and industrial consulting. We help our clients grow and improve customer…
Added 4 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM Canadian manufacturing facilities and global headquarters are located in Bolton, Ontario on a large, beautiful campus located just 20 minutes north of Toronto’s Pearson…
Added 5 hours ago
SH
Assistant Manager I
Sunglass Hut
Ottawa, ON
- Full-time
Total Rewards: Benefits/Incentive Information
Added 5 hours ago
BT
Audit and Assurance Manager
Baker Tilly Canada
Cobourg, ON
- Full-time
We are looking for an Audit and Assurance Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here,…
Added 5 hours ago
A
Project Manager
Actalent
Longueuil, QC
- $46 to $56 CAD / hour
- Contract
Added 5 hours ago
BT
Supervisor, Audit and Assurance
Baker Tilly Canada
Courtice, ON
- Full-time
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong…
Added 6 hours ago
ML
Foodservice Sales Manager
Maple Leaf Foods Inc
BC · British Columbia, Canada
- $96,000 to $141,000 CAD / year
- Part-time
The Regional Manager, Distribution Sales is responsible for the commercial performance, growth, and viability of protein products across all categories and customers in their portfolio.…
Added 6 hours ago
Assistant Manager I
EssilorLuxottica Group
Ottawa, ON
Total Rewards: Benefits/Incentive Information
Added 7 hours ago
OA
Prototyping Workshop Technician - R&D-ANJOU, QC
Oldcastle APG
Montreal, QC
- Other
As a global leader in innovative and sustainable building materials, **Oldcastle Architectural Products Group Inc.** (part of the **CRH Americas Group** ) is a leading manufacturer and…
Added 7 hours ago
MM
Manager, Export Liner
MSC Mediterranean Shipping Company
Montreal, QC
- Full-time
…segmentation, commodity flows, competitive positioning, and global trade developments. Leveraging both internal and external market intelligence, the Line Manager develops business plans,…
Added 9 hours ago
BI
Senior Brand Manager, Oncology
Boehringer Ingelheim
Burlington, ON
- Full-time
Translates global strategy & develops an aligned omnichannel plan to deliver on local needs
Added 10 hours ago
Retail Assistant Brand Manager, Sandro/Maje, (Holt Renfrew Ogilvy, Montreal)
SMCP NORTH AMERICA (US, CANADA)
Montreal, QC
FT Assistant Brand Manager at SMCP (Sandro & Maje)
Added 10 hours ago
Global Supply Chain Manager
Intertape Polymer Group (IPG)
Truro, NS
Are you ready to elevate your career? At IPG, we are more than just a global leader in packaging and protective solutions - we are a community that values safety, people, passion,…
Added 10 hours ago
Commercial HVAC Field Service Rep/Trainer
Human Resources
Toronto, ON
As a global leader in consumer electronics, LG is committed not only to enriching the lives of our customers, but also to create rewarding experiences for our employees. We offer meaningful…
Added 10 hours ago
O
Guest Experience Representative
OMERS
Mississauga, ON · Square One
- Part-time
We are a leading global real estate investor, developer and manager. We combine our capital with our capabilities to create real estate that strengthens economies and communities. By…
Added 11 hours ago
T
TikTok Commerce - Senior Category Manager
TikTok
Toronto, ON
- Full-time
…our mission is to inspire creativity and bring joy. TikTok's global headquarters are in Los Angeles and Singapore, and we also have offices in New York City, London, Dublin, Paris, Berlin,…
Added 11 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM Canadian manufacturing facilities and global headquarters are located in Bolton, Ontario on a large, beautiful campus located just 20 minutes north of Toronto’s Pearson…
Added 11 hours ago
A&
Store Manager - CF Chinook Centre, Abercrombie & Fitch
Abercrombie & Fitch Co.
Calgary, AB · Chinook, AB
- Full-time
…committed to providing simple, competitive, and comprehensive benefits that align with our Company’s culture and values, but most importantly – with you! We also provide competitive…
Added 11 hours ago
T
Yorkdale- Associate Manager PT Under 20 hours
Tumi
Toronto, ON
- Part-time
As part of our Retail team, the Associate Manager is responsible for creating a client experience that accurately reflects the ethos of our brand while building and maintaining strong…

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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