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Added 3 mins ago
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Warehouse Associate
EECOL
Langley (District), BC · Langley, BC
- Full-time
When you join EECOL, you become part of a global leader in business-to-business distribution, logistics services and supply chain management solutions. We take pride in having an inclusive…
Added 3 mins ago
Total Wealth Planning Associate, National Support - Toronto, ON
Scotiabank
Toronto, ON
As a Total Wealth Planning Associate, you will be part of the Central Planning Group, supporting Scotiabank Advisors across Canada, including Scotia Wealth, Scotia Financial Planning and…
Added 3 mins ago
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(CAN) Customer Service Manager
Walmart
Kamloops, BC
- Part-time
Handles customer and associate concerns professionally, providing guidance and support as required to resolve issues and maintain a positive front-end experience.
Added 3 mins ago
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(CAN) Customer Service Manager
Walmart
Cold Lake, AB
- Part-time
Handles customer and associate concerns professionally, providing guidance and support as required to resolve issues and maintain a positive front-end experience.
Added 3 mins ago
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Senior Specialist, Item File (SQL/Python)
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Mississauga, ON
- Full-time
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Added 3 mins ago
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Manager, Wastewater Treatment Plant (WWTP) Maintenance Facilities
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- Full-time
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Opportunity for career growth, development and promotions
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Seasonal Retail Sales Associate, Southcentre Mall
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Associate Director
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Toronto, ON
- Full-time
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Added 18 mins ago
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Personal Banking Associate (Part time, 18.75h)- Langelier
TD
Montreal, QC
- Part-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 18 mins ago
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Business Banking Associate
TD
Burnaby, 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…
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LC Associate CONV - Associé(e), centre logistique (LC)
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- Full-time
Logistics Center (LC) Associate is responsible for all products being received and/or shipped out of the company with the established Service Level Agreements (SLA) set by the department.…
Added 33 mins ago
Director, Patient Access & Channel Strategy
Inctye
Montreal, QC · Ville St. Laurent, Quebec
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Added 33 mins ago
Member IT Services - Associate IT Business Systems Analyst
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Added 33 mins ago
Facilities/Office Administrator - 6 month contract
MCAP
Toronto, ON
a career with continuous learning and development (formal & informal
Added 33 mins ago
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Senior Specialist EHSS
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Surrey, BC
- $60,000 to $70,000 CAD / year
- Full-time
…the Company grew organically from a one-person wine importing business into a producer and distributor of fine wine, premium spirits, and ready-to-drink beverages, including White Claw Hard…
Added 33 mins ago
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Residential Luxury Furniture Sales Associate
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Toronto, ON
- $60,000 to $80,000 CAD / year
- Full-time
They are seeking an entrepreneurial and highly motivated Residential Luxury Furniture Sales Associate who brings an established network, a sophisticated understanding of luxury furnishings,…
Added 33 mins ago
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Community Investment & Project Associate
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- Full-time
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Added 33 mins ago
IS
Tier 1 Service Desk Associate
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- Full-time
IMP Solutions, a division of IMP Group Limited, provides IT products and IT and business consulting services to clients across Canada. Headquartered in Halifax, Nova Scotia for over fifty…
Added 48 mins ago
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Reception Associate - BMW/MINI Langley
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Langley (District), BC · Langley, British Columbia
- Full-time
Internal and external, training & development opportunities for skill-development and growth
Added 1 hour ago
ScotiaMcLeod Administrative Associate - London, ON
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London, ON
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 1 hour ago
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Manager, Royal Mutual Funds Inc (RMFI) Surveillance
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Support the Associate Director in managing daily alerts escalation and resolution timeline
Added 1 hour ago
CI
Student Intern, Buyer
Celestica International LP
Newmarket, ON
- $24 to $30 CAD / hour
The Student Intern, Buyer (Buying Associate) is a 16-month internship role within Celestica's Global Business Services (GBS) Supply Chain Management team. The intern acts as a key…
Added 1 hour ago
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Financial Reporting & Tax Compliance, Senior Associate
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- Full-time
As a Senior Associate, you’ll work in our Tax Line of service as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Responsibilities…

BMO

Estate Insurance Associate

Toronto, ON, Canada
Vaughan, ON, Canada
VMC, 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: Dec 1, 2026
Experience: Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study.
Posting language: English
Posted: Nov 3, 2026

Original job description

Application Deadline:

11/30/2026

Address:

100 New Park Place

Job Family Group:

Wealth Sales & Service

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 achieving sales growth and operational efficiency. They manage client relationships, ensure compliance with regulations, and analyze performance data to provide actionable insights.

Requirements

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

Skills

Administrative tasks
Insurance sales
Risk management
Data analysis
Communication
Problem solving
Compliance
Financial planning
Retirement planning
Trust and estate services
Investment products
Life insurance
Organization
Collaboration

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Estate Insurance
Wealth Sales
Compliance
Risk Management
Client Acquisition
Life Insurance License
Investment Products
Financial Planning
Retirement Planning
Trust Services
Ageman
Data Analysis
Administrative Support
Performance Monitoring
Stakeholder Collaboration

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