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Added 4 mins ago
UO
Manager of Operations
University of Victoria
Victoria, BC
- Full-time
Reporting to the Director of the Kula: Library Futures Academy, the Manager of Operations provides leadership for the planning, coordination, communications, and operational infrastructure…
Added 6 hours ago
SM
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Stevenson Memorial Hospital
Alliston, ON
- Internship
Demonstrates proficiency in written and verbal communications skills.
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Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Demonstrates proficiency in written and verbal communications skills.
Added 6 hours ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Demonstrates proficiency in written and verbal communications skills.
Added 6 hours ago
CO
Human Resources Generalist
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Saint John, NB
- Full-time
Respond to employee and manager inquiries regarding pay, benefits, and employment-related documentation.
Added 7 hours ago
H
Branch Operations Manager, British Columbia
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Responsible for managing internal and external customer satisfaction, including identifying customer needs, investigating concerns, issue resolution, and communications. Customers may…
Added 7 hours ago
R|
Project Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
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Added 7 hours ago
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ACCESS ALS Program Development Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Temporary
Serves as the primary external point of contact for the program, representing Access ALS to industry sponsors, patient and advocacy organizations, institutional partners, government…
Added 8 hours ago
Site Security Coordinator
EBC Inc.
Ottawa, ON
…administrative security activities, ensuring compliance with internal/external policies and regulatory requirements. This role acts as a key liaison between Security Operations, Facilities,…
Added 8 hours ago
BC
Communication Assistant
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Manager, Communications and Public Affairs, the Communications Assistant plays a key role in executing on a number of communications tactics for both sites of the Brant…
Added 10 hours ago
SC
Marketing Specialist
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Canada
- Full-time
Collaborate with design, sales, product, and external partners to ensure effective campaign execution.
Added 12 hours ago
BM
Assistant Manager, Alpine Race & Freestyle - Full Time
Blue Mountain Resort
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Deliver consistent internal and external communications with staff, racers and parents to provide information, community updates, expectations and to foster program development to surpass…
Added 14 hours ago
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Branch Operations Manager, British Columbia
Panasonic
Burnaby, BC
- Full-time
Responsible for managing internal and external customer satisfaction, including identifying customer needs, investigating concerns, issue resolution, and communications. Customers may…
Added 15 hours ago
BC
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Added 15 hours ago
LH
Care Coordinator
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Halifax, NS
- Part-time
…and professional service with all patients, team members and external customers. The Care Coordinator is responsible for all aspects of patient intake, data entry, answering the phone,…
Added 15 hours ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
Respond to employee and manager inquiries regarding pay, benefits, and employment-related documentation.
Added 16 hours ago
PS
Financial Planning and Analysis Manager
Professional Staffing
Mississauga, ON
- $130,000 to $150,000 CAD / year
- Full-time
POSITION SPECIFICATION: MANAGER, FINANCIAL PLANNING & ANALYSIS (FP&A)
Added 18 hours ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Demonstrates proficiency in written and verbal communications skills.
Added 18 hours ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Internship
Demonstrates proficiency in written and verbal communications skills.
Added 18 hours ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Demonstrates proficiency in written and verbal communications skills.
Added 18 hours ago
SM
Medical Radiation Technologist (CT & X-Ray)
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Demonstrates proficiency in written and verbal communications skills.
Added 19 hours ago
R|
ACCESS ALS Program Development Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Temporary
Serves as the primary external point of contact for the program, representing Access ALS to industry sponsors, patient and advocacy organizations, institutional partners, government…
Added 19 hours ago
R|
Project Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Contract
Partnerships, representation, and communications: Represent the project with research partners, institutional and funding organizations, external users, media, and other stakeholders, build…
Added 20 hours ago
OA
Graphic Designer-ANJOU, QC
Oldcastle APG
Montreal, QC
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…utility infrastructure solutions for the water, energy, and communications markets throughout North America. We're a trusted and strategic partner to engineers, contractors, distributors,…

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.

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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