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Added 24 mins 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 1 hour ago
NB
Senior Advisor, Program Governance
National Bank of Canada
Montreal, QC
- Full-time
Experience in commercial banking, commercial financing or financial services.
Added 1 hour ago
CC
café manager
Conversations Coffee House
Revelstoke, BC
- Full-time
Determine type of services to be offered and implement operational procedures
Added 1 hour ago
NB
Branch Administrator
National Bank of Canada
Oakville, ON
- Full-time
A career as a branch administrator at National Bank Financial, your ability to work in synergy with clients and colleagues will be a key asset. In this role, you’ll be responsible for the…
Added 1 hour ago
F
Project Manager
FISPAN
Vancouver, BC
- Full-time
FISPAN Services Inc. (FISPAN) is an Enterprise SaaS FinTech company that allows banks to deploy embedded financial products and services to create a seamless banking connection for their…
Added 1 hour ago
QM
Technicien(ne) comptable / Accounting Technician
Quantum Management Services Ltd.
Pointe-Claire, QC
- $60,000 to $65,000 CAD / year
- Full-time
What sets us apart? You'll work directly with a manager known for her people-oriented approach, her great flexibility, and her sincere desire to help her team members grow. Here, we support…
Added 1 hour ago
BOH Management - Kitchen Manager
Northland Properties
Brooks, AB
Employee and Family Assistance Program (counselling, wellness services, etc.)
Added 2 hours ago
SD
Assistant Front Store Manager, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Newmarket, ON
- Part-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 2 hours ago
SD
Cashier Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Duncan, BC
- Full-time
The Cash Manager manages the resources (human, physical, financial) of the Cash Department. The Cash Manager interfaces with other store departments to ensure achievement of store…
Added 2 hours ago
QM
Senior Accountant
Quantum Management Services Ltd.
Toronto, ON · North York, ON
- $70,000 to $82,000 CAD / year
- Full-time
…organization's day-to-day accounting operations, including financial reporting, payroll support, revenue recognition, reconciliations, audit preparation, and month-end/year-end activities.…
Added 3 hours ago
C
Director, Client Support
CIBC
Toronto, ON
- Full-time
As the Director, Client Support in Business Banking, you'll lead a team of Manager Advisory Services (MASs) who oversee Financial Services Associates (FSAs) delivering both lending and…
Added 4 hours ago
CG
Food Service Supervisor, Temp
Compass Group Canada
Sudbury, ON
- Part-time
Assists the Manager on duty with the coordination of activities of associates within the food service department while maintaining the highest standards and levels of customer service.
Added 4 hours ago
CG
Food Service Supervisor
Compass Group Canada
Grand Falls-Windsor, NL
- Full-time
Assists the Manager on duty with the coordination of activities of associates within the food service department while maintaining the highest standards and levels of customer service.
Added 4 hours ago
ES
Senior Systems Architect
Euna Solutions
Oakville, ON
- Full-time
…direction for cloud infrastructure, identity, integration, shared services, and the enterprise systems that tie them together, then stay close enough to delivery to make sure those patterns…
Added 5 hours ago
LC
Software Development Manager
Lightspeed Commerce, Inc.
Remote, Canada
- Full-time
- Remote
Lightspeed Financial Services is looking for a Software Development Manager in North America to grow and lead our technical team within the Financial Services organization.
Added 6 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
London, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 6 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Night
Shoppers Drug Mart
Ottawa, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 6 hours ago
AS
Manager, Financial Services (Temporary)
Abbotsford School District
Abbotsford, BC
- Full-time
Reporting to the Manager, Payroll, the Manager, Financial Services (Temporary) supports the implementation and deployment of Sparkrock HRP system. The role assists with implementation…
Added 6 hours ago
A
Account Director / Senior Account Manager (Vancouver, Toronto, LA)
Akcelo
Vancouver, BC
- Contract
Akcelo is looking for an Account Director / Senior Account Manager who is available for an immediate start to join our Vancouver or LA team.
Added 6 hours ago
OT
Restaurant Manager
One Therapy Network
AB · Edmonton, AB
- Full-time
A&W Restaurants in Edmonton, AB, is seeking a Restaurant Manager to start immediately at our Bonnie Doon Mall location. (13440-97 Street, Edmonton, AB)
Added 7 hours ago
CH
Accounts Receivable Coordinator (6 Month Contract)
CBI Health
Toronto, ON
- Full-time
…2,500 strong, and we continue to find ways to innovate our services to provide better recovery and support for our…
Added 7 hours ago
FT
Service Truck Driver (Red Deer, Edgar Industrial)
Fountain Tire
Red Deer, AB
- Other
A retirement savings plan with company matching to help you achieve your financial goals
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Service Truck Driver, Saskatoon
Fountain Tire
Saskatoon, SK
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A retirement savings plan with company matching to help you achieve your financial goals
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Licensed Automotive Service Technician
Fountain Tire
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A retirement savings plan with company matching to help you achieve your financial goals
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Service Truck Driver/Tire Technician, Spirit River
Fountain Tire
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A retirement savings plan with company matching to help you achieve your financial goals

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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