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Added 2 mins ago
RI
Warehouse Manager
Rentokil Initial
Calgary, AB
- $65,000 CAD / year
- Full-time
The Warehouse Manager will be responsible for managing staff, ensuring efficient workflow, maintaining inventory accuracy, and driving continuous improvement initiatives.The Warehouse…
Added 2 mins ago
KB
Delivery Truck Driver, Class 5
Kent Building Supplies
Fredericton, NB
- Full-time
…strategic investment in training and technology. We focus on the development of our people and promote a culture of continuous improvement and innovation. In addition to our retail stores,…
Added 2 mins ago
SL
Engineering Manager
Strescon Limited
Saint John, NB
- Full-time
As Engineering Manager, you will provide strategic and technical leadership to a team of engineers responsible for delivering safe, efficient, and innovative precast and prestressed…
Added 2 mins ago
SD
Assistant Front Store Manager, Hourly Union Full Time Flexible Shifts
Shoppers Drug Mart
Sydney, NS
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 17 mins ago
EW
Project Manager
ERCO Worldwide
Saskatoon, SK
- Full-time
ERCO Worldwide is looking for a Project Manager to join our Saskatoon team! The Project Manager leads development and execution of projects to improve process safety, operations,…
Added 17 mins ago
IC
Quality Coordinator
Ideal Can
Chatham, NB
- Full-time
Under the supervision of the plant manager, the Quality Coordinator is responsible for supporting the Quality Assurance function within the food manufacturing facility by ensuring product…
Added 17 mins ago
WS
Senior Finance Analyst, Operations Finance & Analytics
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Barrie, ON
- Full-time
…manufacturing techniques, unsurpassed customer service and remarkable product quality. Our award-winning products offer a best-in-class experience for all customers’ home comfort needs.…
Added 17 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 17 mins ago
CW
General Manager Manufacturing Division
Centra Windows & Install Pros
Calgary, AB
- $200,000 to $250,000 CAD / year
- Full-time
As General Manager, Manufacturing Division, you will lead our manufacturing operations across British Columbia and Alberta with full accountability for performance, quality, profitability,…
Added 17 mins ago
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Category Manager - Engineered Materials / Fastening Systems
White Cap Canada
Vaughan, ON
- Full-time
Drives and executes category program development using the toll gate process and works cross functionally with Packaging Design, Supply Chain, Distribution, Product Forecast, In Store…
Added 17 mins ago
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Account Manager
Mentimeter
Toronto, ON
- Full-time
…and driven colleagues. We believe in continuous professional development for all of our colleagues and therefore offer access to a leadership program (including external personal coach) and…
Added 17 mins ago
AA
Product Manager
Altrom Auto Group Canada (Division of UAP Inc.)
Burnaby, BC
- Full-time
The Product Management Department is currently seeking a Product Manager. The selected candidate will assist the Senior Market Manager in implementing approved marketing strategies for…
Added 17 mins ago
P
Engineering Manager, Conversational AI
Pebl
Toronto, ON
- $154,000 to $195,000 CAD / year
- Full-time
We are looking for a hands-on Engineering Manager to lead our high-impact Conversational AI team. This is a critical leadership role for someone who is not only an effective manager but…
Added 17 mins ago
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Personal Banking Associate Trainee
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Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 17 mins ago
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Customer Experience Associate
TD
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- Part-time
…skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety…
Added 17 mins ago
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Senior Relationship Manager
TD
Vancouver, BC
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 32 mins ago
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Product Manager, Services - CABHI
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Toronto, ON
- Internship
Reporting to the Director, Programs and Strategy, the Product Manager, Services is responsible for coordinating the development, delivery, evaluation, and continuous improvement of CABHI’s…
Added 32 mins ago
KB
Opportunities for Department Manager
Kent Building Supplies
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- Full-time
…strategic investment in training and technology. We focus on the development of our people and promote a culture of continuous improvement and innovation. In addition to our retail stores,…
Added 32 mins ago
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Opportunities for Department Manager
Kent Building Supplies
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…strategic investment in training and technology. We focus on the development of our people and promote a culture of continuous improvement and innovation. In addition to our retail stores,…
Added 32 mins ago
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Opportunities for Department Manager
Kent Building Supplies
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Field & Infusion Nurse (RN - Casual Hours)
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Added 47 mins ago
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Assistant Manager, Guest Experience | Whistler Village
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Added 47 mins ago
TS
TDS Operations Analyst III
TD Securities
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- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 47 mins ago
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TDS Operations Analyst II
TD Securities
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…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 47 mins ago
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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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