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Added 1 hour ago
DB
Part Time Bridal Sales
David's Bridal
Woodbridge, ON
- $16 to $25.8 CAD / hour
- Part-time
…presentation and operations of the store. S/he reports to the Store Manager in partnership with the Sales Manager. Bridal Stylists are brand ambassadors and demonstrate the values and…
Added 1 hour ago
AH
Talent Acquisition Specialist (Bilingual) | Spécialiste en acquisition de talents – Bilingue
A Hiring Company
Toronto, ON · Scarborough, ON
- Full-time
Reporting to the HR Manager, you will play a key role in recruiting seasonal and permanent employees, primarily for our landscaping and snow removal operations.
Added 1 hour ago
DB
Part Time Bridal Sales
David's Bridal
Dartmouth, NS
- $16 to $22.32 CAD / hour
- Part-time
…presentation and operations of the store. S/he reports to the Store Manager in partnership with the Sales Manager. Bridal Stylists are brand ambassadors and demonstrate the values and…
Added 1 hour ago
B
Business Development Manager
BMO
Vancouver, BC · WGA
- Full-time
Boldly Grow the Good in Business and Life - Become BMO's next Business Development Manager supporting BrokerEdge clients in making real financial progress. Situated in Vancouver BC this…
Added 1 hour ago
TS
Store Associate
The Salvation Army in Canada
Peterborough, ON
- Part-time
Internal: Store Manager, Corps Officer(s), volunteers, staff
Added 1 hour ago
TS
Store Associate
The Salvation Army in Canada
Toronto, ON
- Part-time
Demonstrate ability to work independently and participate as an active and responsible team member in a cooperative tea
Added 2 hours ago
T
Personal Banking Associate - Ste-Dorothée (Full-time, 37.5h/week)
TD
Laval, QC
- Full-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 2 hours ago
OW
Oliver Wyman- Private Capital/Industrials- Engagement Manager
Oliver Wyman Group
Toronto, ON
- Other
We value an environment where every member of Oliver Wyman is encouraged and expected to voice his or her opinion.
Added 2 hours ago
T
Customer Experience Associate
TD
Guelph, ON
- Part-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 2 hours ago
B
Director, Office North America Workplace Services
BMO
Toronto, ON · YNG
- Full-time
Act as Country lead for the US Service Provider relationship
Added 3 hours ago
PS
Surgical Sales Territory Manager
Pacific Surgical
Vancouver, BC
- Full-time
We are on a mission to find our next team member - a driven, results-oriented Territory Manager who has more than 2 years of surgical sales experience and resides in the BC Lower Mainland.…
Added 3 hours ago
PC
Transfer Pricing - Financial Transactions, Manager
Pwc Canada
Toronto, ON
- Full-time
As a Transfer Pricing - Financial Transactions, Manager, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and…
Added 3 hours ago
TB
Senior Retail Sales Associate
Tailored Brands
St. John's, NL
- Full-time
…would be a temporary flex key holder in the capacity of the manager on duty, in times of…
Added 3 hours ago
T
Senior Personal Banker Trainee – Home Borrowing - Cantonese and/or Mandarin are considered an asset
TD
Calgary, AB
- Full-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 4 hours ago
RM
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
In addition, RMH is a member of the seven-organization EPIC Electronic Health Record (EHR) collaboration, as well as the new Sectra regional shared PACS system and the Integrated Manager…
Added 4 hours ago
PC
Indirect Tax, Recovery Data Analytics
PwC Canada
Vancouver, BC
- Full-time
This position ensures continuity and upholds our standards of excellence following the departure of a valued team member.
Added 4 hours ago
PC
Digital Assurance & Transparency Senior Associate
Pwc Canada
Vancouver, BC
- Full-time
…Information Systems Auditor (CISA), Certified Information Security Manager (CISM) or Certified Information Systems Security Professional…
Added 4 hours ago
Assistant Manager, Reconciliation Operations (GWO)
Scotiabank
Toronto, ON
The Assistant Manager, in Reconciliation Operations is responsible for providing support to a team of subject matter experts in supporting the Branch and units within Global Operations in…
Added 4 hours ago
TC
Senior Fund Accountant, Fund Accounting – Hedge Funds
The Citco Group Limited
Toronto, ON
- Full-time
As a core member of our Fund Accounting – Hedge Funds team, you will be working with some of the industry’s most accomplished professionals to deliver award-winning services for complex…
Added 4 hours ago
M
Manager, Consulting - Human Resources
MNP
Vancouver, BC
- Full-time
Make an impact with our Executive Search & Recruitment team as a Manager. As a trusted advisor, you will partner with clients to identify, attract and assess executive, senior leadership…
Added 5 hours ago
FF
Seasonal Associate - Famous Footwear
Famous Footwear
Ottawa, ON · Kanata, ON
- Temporary
Relaxed Dress Code & Small Team Environment. You will be a valued member in a supportive and hands-on setting. Our relaxed dress code policy lets you showcase your authentic self while you…
Added 5 hours ago
FF
Part-Time Sales Associate - Famous Footwear CAN
Famous Footwear
Concord, ON
- Part-time
Relaxed Dress Code & Small Team Environment. You will be a valued member in a supportive and hands-on setting. Our relaxed dress code policy lets you showcase your authentic self while you…
Added 5 hours ago
T
Personal Banker - Pointe-Claire, Hymus (Full Time)
TD
Pointe-Claire, QC
- Full-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 5 hours ago
T
Senior Personal Banker - Home Borrowing
TD
Mission, BC
- Full-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 5 hours ago
T
PIA Client Service Associate
TD
Winnipeg, MB
- Full-time
TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in…

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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