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Added 1 hour ago
RB
Team Operations Lead
Royal Bank of Canada
Vernon, BC
- Full-time
Lead team’s marketing and communication channels while following brand guidelines: websites, LinkedIn, Facebook, brochures, newsletters.
Added 2 hours ago
NA
Client Manager, Commercial Insurance
NFP, an Aon company (Canada)
Hamilton, ON
- Full-time
Wage Transparency: The base salary range for this position is $70,000 to $90,000. The base salary offered will be determined by factors including, but not limited to, experience,…
Added 3 hours ago
UO
Data Analyst
University of Waterloo
Waterloo, ON
- Full-time
The internal posting deadline for this position is November 12, 2026, at 11:59PM.
Added 3 hours ago
UO
Communications Specialist I
University of Waterloo
Waterloo, ON · Carl A. Pollock Hall
- Full-time
The internal posting deadline for this position is November 12, 2026 at 11:59PM
Added 3 hours ago
RD
Team Operations Lead
RBC Dominion Securities
Vernon, BC
- Full-time
Lead team’s marketing and communication channels while following brand guidelines: websites, LinkedIn, Facebook, brochures, newsletters.
Added 3 hours ago
RC
Marketing Assistant
Retirement Concepts
Courtenay, BC
- $52,900 to $54,300 CAD / year
- Full-time
Reporting to the Marketing Manager and/or designate, the Marketing Assistant will conduct all duties in a manner which promotes a high standard of customer service and professionalism at…
Added 3 hours ago
CO
Library Service Assistant 3 Information Assistant MILL
City of Winnipeg
Winnipeg, MB
- Part-time
Position Type: Temporary, Part-time - Term until August 30, 2027
Added 3 hours ago
SH
Senior Communications and Government Relations Specialist
Shared Health-Soins Communs
Winnipeg, MB
- Full-time
Minimum 7 years’ experience in a communications position requiring media management on a regular basis, preferably in a corporate, government and/or health care setting.
Added 3 hours ago
NC
Media Sales Strategist – Calgary, AB
Newfoundland Capital Corporation Limited
Calgary, AB
- Full-time
We are currently looking for a Media Sales Strategist to join our Calgary team! This position reports to the General Sales Manager.
Added 3 hours ago
Senior Communications and Government Relations Specialist
Winnipeg Regional Health Authority
Winnipeg, MB
Minimum 7 years’ experience in a communications position requiring media management on a regular basis, preferably in a corporate, government and/or health care setting.
Added 3 hours ago
RB
Mortgage Specialist Assistant
Royal Bank of Canada
Ottawa, ON
- Part-time
· Demonstrated personal commitment to ensure skills and knowledge are up-to-date and meet position requirements
Added 3 hours ago
AL
Diabetes Sales Specialist - Abbott Diabetes Care - Ottawa, ON
Abbott Laboratories
ON
- $68,250 to $101,100 CAD / year
- Full-time
This position is field based in the Ottawa with Abbott Diabetes Care Division.
Added 4 hours ago
CC
Social Media Manager/Content Creator
Community Counselling Centre YEG
AB · Edmonton, AB
- Full-time
This starts as a part-time contract role, but for the right person who demonstrates impact, there is a clear pathway to transition to a full-time position.
Added 4 hours ago
AC
Marketing Coordinator - Contract Position
Aramark Canada
Kingston, ON
- Contract
Queen's Hospitality Services is seeking a creative, energetic, and student-focused Marketing & Student Engagement Coordinator to support the promotion and growth of dining, retail,…
Added 4 hours ago
LC
Beauty Manager, Hourly Full Time Flexible Shifts
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Oakville, ON
- Full-time
Promotes products through marketing and encourages use of the PC Optimum program
Added 4 hours ago
R|
Research Assistant - Public Engagement
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Other Education Considered An Asset For This Position
Added 4 hours ago
CA
Graduate Assistant - Student Solutions Hub
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St. Mary's, NL · St Marys, NL
- Internship
…student activities will fit within assigned hours. This is a paid…
Added 4 hours ago
AG
Territory Manager
Acosta Group
AB · Alberta, Canada
- Full-time
Undergraduate degree preferred with an emphasis in Business or Marketing desired.
Added 4 hours ago
AG
Territory Manager
Acosta Group
SK · Saskatchewan, Canada
- Full-time
Undergraduate degree preferred with an emphasis in Business or Marketing desired.
Added 4 hours ago
TH
Sales Associate - Part-Time
Tommy Hilfiger
Vaughan, ON
- Part-time
…geographies, activities and occasions. Tommy Hilfiger’s global marketing approach and communications strategy taps into culture through the world of F.A.M.E.S.: the people, organizations…
Added 4 hours ago
MN
Loblaws Food Sampling Brand Ambassador
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Calgary, AB
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…of industry expertise, we are a trusted leader in sales and marketing…
Added 4 hours ago
TH
Temporary Sales Associate - Part-Time
Tommy Hilfiger
Lasalle, ON
- Part-time
…geographies, activities and occasions. Tommy Hilfiger’s global marketing approach and communications strategy taps into culture through the world of F.A.M.E.S.: the people, organizations…
Added 5 hours ago
ED
Branded Retail Account Manager
Equator Design
Toronto, ON
- $30 to $40 CAD / hour
- Full-time
…production of print and digital materials for branded retail shopper marketing campaigns, ensuring efficient workflow between the creative and executional phases in the delivery of all…
Added 5 hours ago
Events Sales Specialist | Sports, Festivals & Community Events
Rogers Communications
Toronto, ON
This position is ideal for a motivated seller who thrives in fast-paced environments, enjoys connecting with people, and is available to work a flexible schedule that includes evenings,…
Added 5 hours ago
A
Oncology, Therapeutic Specialist (Ontario West & MB/SK)
AbbVie
Toronto, ON
- $112,000 to $162,000 CAD / year
- Full-time
Deliver sales performance, brand KPIs, financial targets, marketing objectives to meet or exceed business objectives.

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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