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Added 7 mins ago
TS
Assistant Superintendent - HighRise
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Toronto, ON · Etobicoke, ON
- Full-time
Maintain clear communication with the Site Superintendent, Project Manager and subcontractors.
Added 7 mins ago
VC
Relational Security Officer
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Vancouver, BC
- $31.19 CAD / hour
- Part-time
Grow your career with employer-paid training and leadership development opportunities
Added 7 mins ago
LI
Director of Enterprise Sales (New Business)
Loopio Inc.
Remote, Canada
- $288,000 to $324,000 CAD / year
- Full-time
- Remote
Your manager supports your development by providing ongoing feedback and regular 1-on-1s, we leverage Lattice for our 1:1s and performance conversations
Added 7 mins ago
R(
Store Manager - Ottawa Trainyards
Reitmans (Canada) Ltée/Ltd
Ottawa, ON
- Full-time
Reporting to the Regional Manager, join a team where your leadership will truly have an impact! As a Store Manager, you’ll be at the heart of the action: leading and inspiring your team,…
Added 7 mins ago
W
(CAN) Customer Service Manager
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- Part-time
Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In this role, you lead…
Added 7 mins ago
D
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- $21 to $24 CAD / hour
- Full-time
Under the general supervision of the Chef Manager, the Sous Chef oversees procuring, organizing, planning, preparing and/or directing the preparation of all catering events. This role also…
Added 22 mins ago
CU
Manager, Ceremonies, Events, and Government Liaison
Carleton University
Ottawa, ON
- Other
The Manager, Ceremonies, Events, and Government Liaison provides strategic leadership and operational oversight for the planning and delivery of major university and campus-wide events,…
Added 22 mins ago
TM
Manager, MGA & Program Operations
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The Manager, MGA & Program Operations leads the operational management of delegated underwriting authority programs from onboarding and system setup through ongoing oversight, bordereaux…
Added 22 mins ago
B
Senior Project Manager
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Position Title: RQ11817 -Senior Project Manager/Leader (I&IT / Audio-Visual & Videoconferencing)
Added 22 mins ago
AC
Senior Manager, Strategic Initiatives (Underwriting/ Personal Lines)
Aviva Canada
Toronto, ON
- Full-time
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Added 22 mins ago
MI
CN - Director, Strategic Business Development
MSC Industrial Supply Co.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Provides visionary leadership and enables synergies to District Managers, Strategic and Technical Sales Manager, National Accounts team, and direct Sales team for KAR Industrial in all…
Added 22 mins ago
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Superintendent (Victoria & Nanaimo)
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Victoria, BC
- Full-time
Team with project manager to ensure seamless project delivery to the client and identify critical aspects of execution
Added 22 mins ago
CC
Pre-Construction Manager
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- Full-time
You bring substantial experience as an Estimator, Pre-Construction Manager, or Project Manager with significant hands-on estimating responsibilities. You are confident interpreting…
Added 22 mins ago
HS
Manager, Supply Chain
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- Full-time
Partner in development strategies of the purchasing team to increase knowledge and productivity.
Added 22 mins ago
RC
Social Worker
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- $40 to $43 CAD / hour
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…other with respect and dignity. We invest in the growth and development of our teams to actively participate in the creation of memories and moments that matter to our…
Added 22 mins ago
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As a Commodity Manager, you become an essential contributor to Siemens Energy’s mission of energizing society and accelerating the energy transition. Your work directly supports the…
Added 22 mins ago
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Program Manager, Major Projects.
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AB · Edmonton, AB
- Full-time
Spark Power, a trusted partner in power in North America, is looking for a Program Manager, Major Projects. Program Manager, Major Projects. is accountable for the successful end-to-end…
Added 22 mins ago
LF
Human Ressources Advisor - 15 Month Contract
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Participate in the implementation of training, development, and leadership development programs.
Added 22 mins ago
TF
Manager Safety-1st Shift-RVI-Hanceville
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The Safety Manager provides leadership, strategic direction, and technical expertise to drive a culture of safety, health, and environmental excellence throughout the facility. As a key…
Added 22 mins ago
JH
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…reporting decisions made, referring questions to the production…
Added 22 mins ago
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Reporting to the HR Director, you will be the lead HR partner at the plant level. You will support the Plant Manager and the leadership team while managing all end to end HR activities. You…
Added 22 mins ago
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Commodity Manager / Spécialiste senior en approvisionnement
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As a Commodity Manager, you become an essential contributor to Siemens Energy’s mission of energizing society and accelerating the energy transition. Your work directly supports the…
Added 22 mins ago
HT
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Added 22 mins ago
AC
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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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