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Added 12 mins ago
TT
Equipment Advisor
Trimac Transportation
AB · Edmonton, AB
- Full-time
Reporting to the Fleet Manager, the Equipment Advisor is responsible for the lifecycle management of fleet assets, ensuring equipment is delivered, deployed, maintained, relocated, and…
Added 12 mins ago
DC
Technical Specialist, Project Management
Defence Construction Canada
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Full-time
More specifically, the individual will be responsible for facilitating planning and coordination between the construction project and DND to ensure effective coordination during the…
Added 12 mins ago
SI
Gestionnaire de projet - Préparation opérationnelle (ORP) / Operational Readiness Project Manager
Systemex Industries Conseils
Montreal, QC
- Full-time
…help our clients grow and improve customer satisfaction and financial performance through automation, productivity, reliability, operational performance, and the successful delivery of…
Added 12 mins ago
N
Senior Millwright
Napoleon
Barrie, ON
- Full-time
Documentation, Planning, and Resource Management:
Added 12 mins ago
A
Analyst, FP&A
AtkinsRéalis
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- Full-time
Reporting to the Manager of Financial Planning and Analysis, the Analyst plays a crucial role in preparing various financial information published to the market and provided to senior…
Added 13 mins ago
R
Senior Relationship Manager Agriculture, Commercial Financial Services
RBC
Morden, MB
- Full-time
…professional relationship management and delivering top-tier financial advice in an end-to-end industry, whose specialized approach aligns sales, products, risk policy, and market…
Added 13 mins ago
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Branch Manager, Yonge & Cranbrooke Branch
RBC
Toronto, ON
- Full-time
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Added 28 mins ago
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Added 28 mins ago
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Added 28 mins ago
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Recreationist - Grey Gables (Temporary, Part-Time)
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- Part-time
Reporting to the Resident and Family Services Manager, the Aide/Assistant will provide recreation therapies to residents according to their assessed needs. The Aide/Assistant will work in…
Added 28 mins ago
RAI MDS COORDINATOR
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Added 28 mins ago
Senior Financial Analyst
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Toronto, ON
Reporting to the Manager, Finance, the Senior Financial Analyst will play a key role in regulatory, reinsurance and financial reporting. The position will be responsible for preparing the…
Added 28 mins ago
B
Associate, Internal Sales, Intermediary Distribution
BMO
Toronto, ON · FCP
- Full-time
Experience in sales, business development, financial services, banking, investment sales, financial planning or another relationship-driven environment.
Added 28 mins ago
B
Senior Manager, Insurance Finance
BMO
Toronto, ON · YNG
- Full-time
Senior Manager, Insurance Finance, is a high-impact leadership opportunity for a CPA-designated finance professional with strong controllership experience and a proven ability to develop…
Added 28 mins ago
B
Associate, Internal Sales, Intermediary Distribution
BMO
Toronto, ON · FCP
- Full-time
Experience in sales, business development, financial services, banking, investment sales, financial planning or another relationship-driven environment.
Added 57 mins ago
MD
Grants Specialist - Grants Specialist 3
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- Full-time
…compliance with grant requirements. Administration includes financial tracking, contract and subaward review, reporting and regulatory compliance. This position serves as the primary point…
Added 57 mins ago
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Director of Condominium Management
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Strong financial skills: operating budgets, reserve fund studies, financial statements and variance analysis.
Added 57 mins ago
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- $90,000 to $120,000 CAD / year
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Added 57 mins ago
Cloud Operations Engineer II
Zafin
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Headquartered in Toronto, Canada, Zafin partners with leading financial institutions across North America, Europe, the Middle East, Africa, and Asia-Pacific. As AI transforms the future of…
Added 57 mins ago
RM
Assistant Technical Audit Team
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- Other
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Added 1 hour ago
MC
Member Services Representative - Part Time (Pendale)
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St. Catharines, ON
- $45,000 to $49,000 CAD / year
- Part-time
As our Member Experiences Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In…
Added 1 hour ago
AP
Senior Manufacturing Systems Engineer
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- Full-time
…operations, process optimization, reliability improvement, capital planning, and operational excellence initiatives within Atlantic's Ontario paper mills and manufacturing facilities.…
Added 1 hour ago
MH
Construction Project Manager- Electrical Infrastructure
MeshGrid HR
NS · Nova Scotia, Canada
- Full-time
We are seeking an experienced Senior Project Manager to lead complex, customer-facing projects involving medium- and high-voltage equipment, rotating machinery, drive systems, power…
Added 1 hour ago
TC
Operations Manager - Church Planting
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Remote, Canada
- Full-time
- Remote
The Operations Manager oversees the daily management of the Church Planting Core Initiative, ensuring effective workflows, processes, and financial systems are in place. This role…
Added 1 hour ago
ZI
Senior Manager, Financial Planning and Analysis
ZenaTech Inc.
Toronto, ON
- $120,000 to $150,000 CAD / year
- Full-time
Own ZenaTech’s 18-month monthly forecast, annual operating plan, scenario planning, and the analytical layer under it across our business areas. Be the person who tells the CEO what the…

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.

Apply About employer

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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