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Added 4 mins ago
HI
Auto Associate
HUB International Canada
Duncan, BC
- Full-time
…idea of hitting (and exceeding) targets while building genuine client relationships? If so, this is more than just a job - it's a career with unlimited…
Added 4 mins ago
MU
Director of Facilities - Custodial, Grounds, Logistics and Mail and Related Services
McMaster University
Hamilton, ON
- Full-time
Reporting to the Associate Vice-President, the Director, Facilities Services - Custodial, Grounds, Logistics, Mail and Related Services, provides strategic leadership, operational…
Added 4 mins ago
BR
Associate Lawyer, Commercial Litigation
BJRC Recruiting
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Our client is a leading full-service national law firm with an established presence in the Toronto market and a strong commercial litigation practice.
Added 18 mins ago
T
Personal Banking Associate Trainee
TD
Brampton, ON
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 18 mins ago
Store Associate
Sherwin-Williams
Toronto, ON · Etobicoke, ON
…to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the…
Added 18 mins ago
Store Associate
Sherwin-Williams
Toronto, ON · Etobicoke, ON
…to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the…
Added 18 mins ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Gatineau, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 18 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein jour
Shoppers Drug Mart
Laval, QC
- Full-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 18 mins ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel jour
Shoppers Drug Mart
Saguenay, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 18 mins ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Saint-Bruno-de-Montarville, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 18 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Montreal, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 18 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 19 mins ago
CF
Sales Associate
Canadian Forces Morale and Welfare Services
Bushell Park, SK
- Part-time
As a Sales Associate, you provide retail services to a unique client base - members of the Canadian Armed Forces (CAF), and in assisting them, you are helping your community. You may…
Added 19 mins ago
FS
Python Software Developer – Computer Vision & Document Intelligence
Fi Systems
Montreal, QC
- Full-time
Extract information from technical drawings: Detect legends and symbols, match symbols across drawings, and associate them with descriptions, equipment tags, dimensions, and airflow…
Added 34 mins ago
C
Senior Private Banking Associate
CIBC
Mississauga, ON
- Full-time
…Senior Private Banking Advisor, you will provide exceptional service to Private Banking clients by assisting them with their transactional banking needs and responding to their queries. You…
Added 34 mins ago
B
Associate or Vice President, Global Markets
BMO
Montreal, QC · HO
- Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 49 mins ago
B
Investment Associate, Private Wealth
BMO
Markham, ON · UPMA
- Full-time
The investment Associate is a client-focused role, committed to managing and growing client relationships through the delivery of service and advice. Assesses individual client investment…
Added 49 mins ago
Store Associate
Sherwin-Williams
Welland, ON
…to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the…
Added 49 mins ago
Store Associate
Sherwin-Williams
Welland, ON
…to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the…
Added 49 mins ago
S
Seasonal Associate
Sephora
Kitchener, ON
- $19.2 to $22.6 CAD / hour
As a Seasonal Associate, you’ll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You’ll…
Added 1 hour ago
P
Strategy, Transformation & Risk, Senior Associate
PwC
Toronto, ON
- Full-time
…experience across various domains, maintaining the protection of client systems and data. You will apply a broad understanding of cybersecurity principles and practices to address diverse…
Added 1 hour ago
NC
Member Associate (Temporary)
Northern Credit Union
Pembroke, ON
- Full-time
The Member Associate plays a vital administrative and customer service role within Northern Credit Union’s branch operations. Working closely with the Member Advisors and Market Manager,…
Added 1 hour ago
H&
Spa Associate Sales and Client Experience
Hand & Stone - Mississauga - Derry & Dixie
Mississauga, ON
- $19 to $20 CAD / hour
- Full-time
Guest Experience & Sales: Managing high-volume client bookings, multi-line phone communications, and driving spa revenue through membership acquisitions and service upgrades.
Added 1 hour ago
GC
Chef Manager
Group Compass Ltee
Burnaby, BC
- Full-time
Assist in production, hiring, employee training, staff scheduling, associate supervising, as well as addressing and resolving employee relation issues.
Added 1 hour ago
GC
Chef Manager
Group Compass Ltee
North Vancouver, BC
- Full-time
Assist in production, hiring, employee training, staff scheduling, associate supervising, as well as addressing and resolving employee relation issues.

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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