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Added 15 mins ago
AW
Senior DevSecOps Engineer
Aviso Wealth
Remote, Canada
- $120,000 to $135,000 CAD / year
- Full-time
- Remote
…DevSecOps Engineer Professional/Expert, Azure Administrator Associate, Azure Solutions Architect Expert, or equivalent cloud/DevSecOps…
Added 30 mins ago
HP
Maintenance Associate
Hazelview Properties
Halifax, NS
- Full-time
Added 30 mins ago
FB
Seasonal Tax Services Associate
Farm Business Consultants
Belleville, ON
- Other
A genuine people person. You enjoy conversation, remember the details and build trust quickly with people from all walks of life.
Added 30 mins ago
SD
Pharmacy Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
BC · British Columbia, Canada
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 45 mins ago
W
OMNI Customer Fulfillment Associate
Walmart
Saint John, NB
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 45 mins ago
W
OMNI customer Fulfillment Associate
Walmart
Trail, BC
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 45 mins ago
W
OMNI Customer Fulfillment Associate
Walmart
Trail, BC
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 45 mins ago
LC
Gérant charcuterie
Loblaw Companies Limited
Trois-Rivières, QC
- Full-time
Come make your difference in communities across Canada, where authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together. Our unique position…
Added 45 mins ago
LC
Associate Merchant - Soft Goods & Home Decor (HEHB)
Loblaw Companies Limited
Brampton, ON
- Full-time
Come make your difference in communities across Canada, where authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together. Our unique position…
Added 45 mins ago
KS
Retail Contingent
kate spade new york
Ottawa, ON
- Part-time
The Sales Support Associate role is an integral part of the store’s overall success and efficiency; demanding direct attention to our brand commitment when servicing our customers. Leaving…
Added 45 mins ago
A
DevSecOps Engineer
Aviso
Vancouver, BC
- $120,000 to $130,000 CAD / year
- Full-time
…DevSecOps Engineer Professional/Expert, Azure Administrator Associate, Azure Solutions Architect Expert, or equivalent cloud/DevSecOps…
Added 1 hour ago
Financial Service Representative
Money Mart
Saskatoon, SK
Added 1 hour ago
T
Personal Banking Associate - L'Île-Perrot (18.75 hours)
TD
Notre-Dame-de-l'Île-Perrot, QC
- Part-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 1 hour ago
T
Customer Experience Associate
TD
Vancouver, BC
- Part-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 1 hour ago
T
Customer Experience Associate
TD
Dawson Creek, BC
- Part-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 1 hour ago
HW
Client Services Associate
Harbourfront Wealth Management
Toronto, ON
- $60,000 to $80,000 CAD / year
- Contract
…foundations across Canada. We are seeking a Client Services Associate for a 12–18 month contract. The Client Services Associate plays a key role in supporting Client Portfolio Managers…
Added 1 hour ago
CL
Sr Cloud Network Engineer
Charger Logistics Inc.
Brampton, ON
- Contract
Support zero-trust and secure remote access tools such as Zscaler, Cloudflare or Palo Alto Prisma.
Added 1 hour ago
QR
Counter Sales Associate
Quincaillerie Richelieu
Mississauga, ON
- Full-time
Richelieu Hardware is looking for a Counter Sales Associate for the Mississauga, Ontario location.
Added 1 hour ago
SD
Store Administrator, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Burnaby, BC
- Part-time
Identify any discrepancies between invoice cost and purchase order amounts and action the discrepancies above the prescribed threshold with Associate, FSM and/or vendor.
Added 1 hour ago
W
(CAN) People Greeter
Walmart
Mount Pearl, NL
- Part-time
…supporting sales floor operations, you help build customer trust and loyalty. Customer Experience Associates connect with every customer, offering a friendly smile and helpful support that…
Added 1 hour ago
CL
Sr Cloud Network Engineer
Charger Logistics Inc.
Brampton, ON
- Contract
Support zero-trust and secure remote access tools such as Zscaler, Cloudflare or Palo Alto Prisma
Added 2 hours ago
TH
Pro Account Sales Associate Part Time (CARLETON PLACE)
The Home Depot
Carleton Place, ON
- Part-time
…each department. This position also involves acting as a sales associate on the floor including all associated duties (e.g., keeping work area clean and…
Added 2 hours ago
T
Customer Experience Associate
TD
Toronto, ON
- Part-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 2 hours ago
T
Customer Experience Associate
TD
AB
- Part-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 2 hours ago
B
Client Service Associate
BMO
Toronto, ON · CLAIRE
- Full-time
…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…

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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