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Added 2 mins ago
TS
Store Associate
The Salvation Army in Canada
Red Deer, AB
- Part-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 2 mins ago
JR
Residential Luxury Furniture Sales Associate
JRoss Retail Recruiters
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 3 mins ago
GV
Salesperson
Galerie Veilor
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Conseiller·ère en vente d’art | Art Sales Associate
Added 3 mins ago
GH
Community Investment & Project Associate
Garth Homer Society
Victoria, BC
- Full-time
Position Title: Community Investment & Project Associate
Added 3 mins ago
TH
Pro Account Sales Associate: Full Time - TUSCANY
The Home Depot Canada
Calgary, AB
- Full-time
…store departments and developing and maintaining professional customer relationships. PASAs must have thorough knowledge of all departments and how to use the products in each department.…
Added 17 mins ago
OA
Reception Associate - BMW/MINI Langley
OpenRoad Auto Group
Langley (District), BC · Langley, British Columbia
- Full-time
…a shared vision to become the national automotive leader in customer experience. As one of “Canada’s Best Employers” and “Best Managed Companies”, we are looking for team players who are…
Added 17 mins ago
FF
Guest Experience Associate | Formula Fig Ossington
Formula Fig
Toronto, ON
- Part-time
The Guest Experience Associate (GEA) is a vital part of a high-functioning hospitality team in our service-meets-retail Fig Bars. As a GEA, you will be the first and last point of contact…
Added 32 mins ago
Ray-Ban Retail Sales Associate - Vancouver, BC
EssilorLuxottica Group
Vancouver, BC
The Retail Sales Associate will be responsible for providing exceptional customer service, building strong relationships with clients, and achieving sales targets. As an associate, you will…
Added 32 mins ago
ScotiaMcLeod Administrative Associate - London, ON
Scotiabank
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 32 mins ago
Customer Experience Associate - Centre Mall, Hamilton (15 hours)
Scotiabank
Hamilton, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 32 mins ago
Customer Service Representative - Barrie Financial Centre, Barrie (30 hrs/week)
Scotiabank
Barrie, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 32 mins ago
SL
Sales Associate, Hardgoods (Seasonal, Part-Time)
Sporting Life
Toronto, ON
- Part-time
As a Sales Associate, you will help customers embrace the sporting life by connecting them with gear that fits both their performance goals and personal style. Through active listening,…
Added 33 mins ago
SL
Sales Associate, Softgoods (Part-Time)
Sporting Life
Collingwood, ON
- Part-time
As a Sales Associate, you will help customers embrace the sporting life by connecting them with gear that fits both their performance goals and personal style. Through active listening,…
Added 47 mins ago
OR
Wireless Sales Associate - Winnipeg Central
OSL Retail Services Inc
Winnipeg, MB
- Other
As a Wireless Sales Associate you are the go-to person to connect customers with the right wireless solutions for their needs. You’ll sell wireless devices, plans, and accessories. New…
Added 48 mins ago
HI
Auto Associate
HUB International Canada
Duncan, BC
- Full-time
As an Auto Associate, you’ll play a key role in driving business success. You’ll actively sell insurance solutions, hit performance targets, and deliver an exceptional customer experience.…
Added 48 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 1 hour ago
T
Personal Banking Associate Trainee
TD
Brampton, ON
- Full-time
…relationships 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…
Added 1 hour ago
Store Associate
Sherwin-Williams
Toronto, ON · Etobicoke, ON
…Store Associates are also expected 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…
Added 1 hour ago
Store Associate
Sherwin-Williams
Toronto, ON · Etobicoke, ON
…Store Associates are also expected 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…
Added 1 hour ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Cornwall, ON
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Lasalle, ON
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
C
Senior Private Banking Associate
CIBC
Mississauga, ON
- Full-time
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Added 1 hour ago
W
Full Time District Relief Pharmacist
Walmart
Mississauga, ON
- Full-time
Establish and develop a strong working relationship with Professional Services District Managers and other stakeholders.
Added 1 hour ago
B
Associate or Vice President, Global Markets
BMO
Montreal, QC · HO
- Full-time
As a member of the Fixed Income and Derivatives team, the Associate or Vice President reports to the Head of Fixed Income, Commodity and Currencies, Institutional Sales in Montreal and…
Added 1 hour ago
LC
Merchant, Canned (Hard Discount)
Loblaw Companies Limited
Brampton, ON
- Full-time
Manage assortment decisions, balancing customer value, sales, and profitability while working closely with Associate Merchants, Space Planners, and Supply Chain teams

BMO

Estate Insurance Associate

Toronto, ON, Canada
Vaughan, ON, Canada
VMC, Canada

$38,000.00 - $72,000.00 · Full-time

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Applications open in a new tab.

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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