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Dynamics 365 Business Central Developer
HabileLabs
Canada
- Contract
We’re looking for a senior developer who writes AL fluently, knows the standard data model without looking it up, and can turn messy business requirements into clean, upgrade-safe…
Added 2 mins ago
I
Senior Consultant - Oracle Field Service Cloud
Infosys
Mississauga, ON
- $92,740 to $105,007 CAD / year
- Full-time
Perform role of a Senior Consultant at onsite and work with offshore team on deliverables.
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Tax Manager
Distinct | North America
Concord, ON
- $115,000 to $140,000 CAD / year
- Full-time
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Junior Software Engineer
AltaMatic (formerly AltaPro AI)
AB · Greater Edmonton Metropolitan Area
- Full-time
- Participate in code reviews and collaborate with senior engineers on technical decisions.
Added 2 mins ago
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Uranium Process Engineer Specialist
Wood
Saskatoon, SK
- $157,000 to $192,000 CAD / year
- Full-time
Wood is recruiting for a Senior Process Engineer - Uranium Processing Specialist to join its Minerals & Metals business. This opportunity is Onsite at any of our Wood offices in BC, AB, or…
Added 2 mins ago
HT
Systems Testing / QA Specialist
Hirematic Talent Solutions
Toronto, ON
- $40 to $48 CAD / hour
- Contract
We are seeking an experienced Senior Systems Testing / QA Specialist with a strong background in software quality assurance and testing. The successful candidate will be responsible for…
Added 2 mins ago
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Senior Consultant - IFS Cloud FSM Functional
Infosys
Mississauga, ON
- $92,740 to $105,007 CAD / year
- Full-time
Infosys is seeking a Senior Consultant with rich expertise in IFS FSM Cloud to drive large implementation and Support services for the client. The ideal candidate is a techno‑functional SME…
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Agency Account Director
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- Full-time
This senior role requires deep knowledge of the Canadian retail and foodservice landscape, proven on-premises marketing capability, and experience leading complex omnichannel programs. We…
Added 2 mins ago
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Senior Government Funding Consultant
Ayming
Toronto, ON
- Full-time
Excellent communication, presentation, and stakeholder management skills, with the ability to engage confidently with senior clients.
Added 2 mins ago
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Retirement and Refund Applications Specialist - Office & Administrative Specialist, Senior
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Job Class: Office and Administrative Specialist, Senior
Added 2 mins ago
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Customer Services Specialist Senior
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Working Title: Customer Services Specialist Senior
Added 2 mins ago
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Controller
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Vancouver, BC
- Contract
…hands-on leadership role - you’ll work closely with the CFO and senior leadership as a strategic partner and collaborate across the business to support financial…
Added 2 mins ago
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Director, Finance
BC Pavilion Corporation (PavCo)
Vancouver, BC
- $125,000 to $140,000 CAD / year
- Full-time
…financial insight to drive strategy. This role is ideal for a senior finance leader who loves getting into the details, building strong teams, and turning complex financial information into…
Added 2 mins ago
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Cash Manager
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- Full-time
Deliver regular cash, liquidity, and debt reporting to the Treasurer and senior management.
Added 18 mins ago
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Senior Financial Analyst, Payments (12 months term role)
Metrolinx
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- Full-time
Our Payments (PRESTO) Finance Operations Department is looking to hire a Senior Financial Analyst, that will provide financially informed analytical support to assigned projects and…
Added 33 mins ago
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Oracle ERP Compliance & Security Specialist (hybrid in Ottawa or Montreal or Toronto)
Ateko, backed by Bell Canada
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Reporting to the Senior Manager Finance Data & Systems Governance, Risk, Compliance & Enablement ,this role is responsible for escalating relevant issues to operational and working teams as…
Added 33 mins ago
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Digital Transformation Analyst
Kelly Services (Canada), Ltd.
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We’re seeking a senior Website Transformation Digital Communications Specialist to help guide the evolution of a large corporate website as it moves from an end-of-life platform to a…
Added 33 mins ago
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Pega Lead System Architect
BURGEON IT SERVICES
Toronto, ON · Greater Toronto Area, Canada
- Contract
Lead and mentor System Architects, Senior System Architects, developers, and technical leads; assign technical work and remove design impediments.
Added 33 mins ago
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Market Risk Manager
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- Full-time
Partner with business units and senior leaders to identify, assess, monitor, and mitigate potential risk exposures within approved risk appetite.
Added 33 mins ago
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Estimator
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Mentorship, career development, and ongoing training to support your growth into more senior estimating roles
Added 33 mins ago
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Senior Director, Human Resources (Unionized)
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This is a newly elevated, senior leadership role created to unify oversight of the field HR function under a single national leader. Reporting to the CHRO and serving as a member of the HR…
Added 33 mins ago
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Senior Public Funding Consultant
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Excellent communication, presentation, and stakeholder management skills, with the ability to engage confidently with senior clients.
Added 33 mins ago
I
Senior Consultant - Oracle RMCS and Financials Cloud
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Mississauga, ON
- $92,740 to $105,007 CAD / year
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Added 33 mins ago
LA
Oracle ERP Compliance & Security Specialist
LGS, an IBM Company
Toronto, ON
- Contract
Reporting to the Senior Manager Finance Data & Systems Governance, Risk, Compliance & Enablement, this role is responsible for escalating relevant issues to operational and working teams as…
Added 33 mins ago
LA
Oracle ERP Compliance & Security Specialist
LGS, an IBM Company
Ottawa, ON
- Contract
Reporting to the Senior Manager Finance Data & Systems Governance, Risk, Compliance & Enablement, this role is responsible for escalating relevant issues to operational and working teams as…

BMO

Senior Estate Insurance Associate, Nesbitt Burns

Montreal, QC, Canada
MCGC, 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
Posting language: English
Posted: Sep 28, 2026

Original job description

Application Deadline:

10/30/2026

Address:

1501 McGill College Avenue

Job Family Group:

Wealth Sales & Service

Position Summary

Provides administrative, client-service, and operational support to Estate and Insurance Advisors (EIAs), their clients, and business partners. The role helps grow the insurance business by delivering a high-quality client experience, coordinating sales and service activities, maintaining accurate records, and ensuring that all work complies with established processes, policies, and regulatory requirements.

Client Service and Business Development

Support the ongoing development of the EIA’s book of business.
Understand client needs and explain relevant services, products, and solutions clearly and appropriately.
Build and maintain strong relationships with clients and business partners through internal referrals and external marketing initiatives.
Deliver an exceptional client experience that supports sales activity, referrals, and client retention.
Resolve client service issues within established guidelines and escalate matters when required.
Proactively follow up on prospecting opportunities and manage insurance cases already in progress.

Advisor and Operational Support

Prepare files and supporting materials in advance of advisor and client meetings.
Manage calendars and coordinate priorities, appointments, and meeting requests from advisors.
Ensure weekly and monthly team reports are accurate, complete, and submitted on time.
Coordinate with internal business groups to execute client requests and resolve issues.
Organize information and records to maintain accuracy and completeness.
Complete complex and varied tasks within established guidelines, including handling escalations when required.

Business Analysis and Communication

Collaborate with internal and external stakeholders to achieve business objectives.
Analyze data and information to generate insights and recommendations.
Monitor sales and service performance against plans to identify gaps, issues, and best practices.
Draft, edit, and distribute clear, audience-appropriate communications.
Assess issues, determine appropriate next steps, and follow through to resolution.

Risk and Compliance

Apply the Bank’s Risk Management Framework and Risk Culture in all aspects of the role.
Make sound, risk-informed decisions that align with business strategy, protect assets, and remain within the approved Risk Appetite.
Adhere to applicable frameworks, policies, standards, procedures, supporting documents, laws, and regulations.

Additional responsibilities may be assigned as business needs evolve.

Qualifications

Experience and Education

Post-secondary degree in a related field of study.
Minimum of five years of relevant experience in individual life insurance.
Life insurance licence required.
Quebec life insurance licensing is preferred. If the successful candidate is not currently licensed in Quebec, obtaining the appropriate licence will be a condition of employment. BMO currently provides support for the Life Licence Qualification Program (LLQP).

Technical Knowledge

Advanced knowledge of life insurance and investment products, processes, and procedures.
Strong knowledge of individual insurance products, including Universal Life, Whole Life, Term Life, Critical Illness, and Disability Insurance.
Knowledge of group insurance products, trust and estate services, and financial and retirement planning.
Knowledge of proprietary and industry compliance requirements.
Ability to read and interpret financial plans and identify potential insurance opportunities.
Knowledge of Eqisoft/Centralize is an asset.

Core Capabilities

Strong verbal and written communication skills.
Strong relationship-management skills, particularly when working with investment advisors and discussing insurance strategies and opportunities.
Strong organizational, analytical, and problem-solving skills.
Ability to manage competing priorities, take initiative, and deliver consistently high-quality work.
Collaborative, team-oriented approach and a commitment to contributing to the team’s success.

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

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

Provides administrative, operational, and client-service support to Estate and Insurance Advisors to help grow the insurance business. Ensures all activities comply with regulatory requirements while maintaining accurate records and delivering an exceptional client experience.

Requirements

Requires a post-secondary degree and a minimum of five years of relevant experience in individual life insurance. A life insurance license is mandatory, with a preference for Quebec licensing.

Skills

Life insurance
Client service
Relationship management
Financial planning
Regulatory compliance
Data analysis
Communication
Problem-solving
Organizational skills
Universal life
Whole life
Term life
Critical illness insurance
Disability insurance
Trust and estate services
Eqisoft/Centralize

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Wealth Sales
Insurance Advisor
Life Insurance
Universal Life
Whole Life
Term Life
Critical Illness
Disability Insurance
Financial Planning
Retirement Planning
Compliance
Risk Management
Eqisoft
Centralize
Client Retention
Prospecting
Business Development
Administrative Support
Reporting
Stakeholder Management

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