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Added 5 mins ago
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(CAN) OMNI Customer Fulfillment Associate
Walmart
Quesnel, BC
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 5 mins ago
W
(CAN) OMNI Customer Fulfillment Associate **Temp 6 months till May 3rd, 2027**
Walmart
Brampton, ON
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 5 mins ago
W
(OMNI) OMNI Customer Fulfillment Associate
Walmart
Dauphin, MB
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 5 mins ago
W
(CAN) Préposé au traitement des commandes OMNI
Walmart
Salaberry-de-Valleyfield, QC
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 35 mins ago
T
Customer Experience Associate
TD
Surrey, BC
- Part-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 50 mins ago
EI
Corporate Services Administrator
Echelon Insurance
Mississauga, ON
- Full-time
At CCG, we are committed to delivering an exceptional Associate experience. We offer:
Added 50 mins ago
W
(CAN) OMNI Customer Fulfillment Associate
Walmart
Tsawwassen, BC
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 1 hour ago
T
Sales Associate (B2B)
Tudotsu
Toronto, ON
- $4,000 to $6,000 CAD / month
- Full-time
We're hiring a B2B Sales Associate to represent industry-leading fintech brands directly to business owners. This is a boots-on-the-ground, face-to-face sales role - you'll meet…
Added 1 hour ago
MP
Donor Relations Coordinator
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Vancouver, BC
- Part-time
Coordinate with the Development Operations Coordinator regarding associate stories, updates, and stewardship materials
Added 1 hour ago
LC
Gérant(e) de l’avant du magasin, salarié(e) – PHX temps plein jour
Loblaw Companies Limited
Laval, QC
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 1 hour ago
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Customer Experience Associate - Chipman Hill
TD
Saint John, NB
- Part-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 1 hour ago
T
Personal Banking Associate Trainee - O'Brien, VSL (Full-time, 37.5h/week)
TD
Montreal, QC
- Full-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 1 hour ago
T
Customer Experience Associate - Côte-Saint-Luc
TD
Côte-Saint-Luc, QC
- Part-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 1 hour ago
T
Customer Experience Associate
TD
AB
- Part-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 1 hour ago
B
Senior Associate/Principal, Private Markets Risk
BCI
Victoria, BC · CA Victoria
- Full-time
Join BCI’s Private Markets Risk (PMR) team as a Senior Associate or Principal (level to be determined by the successful candidate’s experience and qualifications), reporting to the Senior…
Added 1 hour ago
Store Associate
Sherwin-Williams
Stratford, ON
Build productive trust relationships with wholesale and retail customers
Added 1 hour ago
SD
Store Administrator, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Hamilton, ON
- Part-time
Identify any discrepancies between invoice cost and purchase order amounts and action the discrepancies above the prescribed threshold with Associate, FSM and/or vendor.
Added 1 hour ago
Corporate Services Administrator
CAA Club Group
Mississauga, ON
At CCG, we are committed to delivering an exceptional Associate experience. We offer:
Added 1 hour ago
W
(CAN) OMNI Customer Fulfillment Associate
Walmart
Kitchener, ON
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 2 hours ago
P
January 2027 - Financial Risk Management - Valuation (Non-CPA) - 4 month Co-op - Toronto
PwC
Toronto, ON
- Full-time
…it’s helping clients navigate complex challenges or driving trust in their…
Added 2 hours ago
H&
Patient Support Associate
Hims & Hers
Canada
- $20 to $24 CAD / hour
- Full-time
As a Patient Support Associate, your role will be to provide high-quality, empathetic support to our patients across Canada. Working alongside our Support and Operations team, you will help…
Added 2 hours ago
T
Personal Banking Associate (Part time, 18.75h)- Langelier
TD
Montreal, QC
- Part-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 2 hours ago
Director, Patient Access & Channel Strategy
Inctye
Montreal, QC · Ville St. Laurent, Quebec
At Incyte Canada, we are looking for an Associate Director / Director, Patient Access & Channel Strategy to strengthen those connections across oncology, hematology, immunology and…
Added 2 hours ago
GH
Community Investment & Project Associate
Garth Homer Society
Victoria, BC
- Full-time
Position Title: Community Investment & Project Associate
Added 2 hours ago
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Senior Associate/Principal, Private Markets Risk
BCI
Victoria, BC
- $140,000 to $170,000 CAD / year
- Full-time
Join BCI’s Private Markets Risk (PMR) team as a Senior Associate or Principal (level to be determined by the successful candidate’s experience and qualifications), reporting to the Senior…

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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