Business Enablement Specialist

BMO Insurance; Toronto; On-site; CAD 56,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Business Enablement Specialist in Canada to support the delivery, adoption, and rollout of business processes, technology solutions, and initiatives for Retail Insurance. You will partner with stakeholders, tech, operations, and vendors to improve advisor effectiveness and customer experience.

The role emphasizes testing, training, and stakeholder coordination across Salesforce, digital platforms, and new products.

Qualifications

• Postsecondary education or equivalent in business/tech/operations or related field.
• Experience in business enablement, insurance operations, project delivery, business analysis, or sales support.
• Experience supporting technology implementations, testing, and process improvements.
• Knowledge of CRM platforms, preferably Salesforce.
• Experience in financial services, insurance, or regulated environments is an asset.
• Bilingual French preferred but not required; LLQP license preferred but not required.

Responsibilities

• Translate business needs into requirements, workflows, and implementation plans.
• Support operational readiness activities for new products, processes, and business initiatives.
• Develop and maintain procedures, job aids, call flows, and operational documentation.
• Identify process improvement opportunities and support continuous improvement initiatives.
• Act as a liaison between business and technology teams for system enhancements and projects.
• Gather, document, and validate business requirements.

Skills

Business Analysis

Project Coordination

UAT

Process Improvement

Salesforce Enablement

Training & Knowledge Transfer

Stakeholder Management

Problem Solving

Communication

Change Management

Education

Postsecondary education in Business, Technology, Operations, Project Management, or related field

Tools

Salesforce

Job description

#bmoinsurance The

#bmoinsurance The Business Enablement Specialist is responsible for supporting the successful delivery, implementation, and adoption of business processes, technology solutions, and operational initiatives across Retail Insurance. The role partners with business stakeholders, technology teams, operations, and external vendors to enhance advisor effectiveness, improve customer experiences, and ensure operational readiness for new products, processes, and system capabilities.

KEY RESPONSIBILITIES:

Business & Operational Enablement

• Translate business needs into requirements, workflows, and implementation plans.
• Support operational readiness activities for new products, processes, and business initiatives.
• Develop and maintain procedures, job aids, call flows, and operational documentation.
• Identify process improvement opportunities and support continuous improvement initiatives.

Technology & Project Support

• Act as a liaison between business and technology teams for system enhancements and projects.
• Gather, document, and validate business requirements.
• Support implementation, testing, defect resolution, and deployment activities.
• Contribute to initiatives involving Salesforce, Amazon Connect, digital platforms, and emerging technologies.

Testing & Quality Assurance

• Coordinate User Acceptance Testing (UAT), regression testing, and business validation activities.
• Develop test scenarios and support defect tracking and resolution.
• Ensure solutions meet business, operational, and customer experience requirements.

Advisor Enablement & Training Support

• Develop enablement tools including call flows, training materials, FAQs, and job aids.
• Support onboarding, readiness, and training initiatives for Licensed Insurance Advisors and sales teams.
• Partner with stakeholders to improve adoption of tools, processes, and customer journeys.

Stakeholder & Vendor Coordination

• Collaborate with internal business partners, technology teams, and external vendors.
• Facilitate working sessions, track deliverables, and monitor project dependencies.
• Support issue resolution, implementation activities, and vendor coordination efforts.

Qualifications

• Postsecondary education in Business, Technology, Operations, Project Management, or a related field.
• Experience in business enablement, insurance operations, project delivery, business analysis, or sales support.
• Experience supporting technology implementations, testing, and process improvement initiatives.
• Knowledge of CRM platforms, preferably Salesforce.
• Experience within financial services, insurance, or other regulated environments is an asset.
• Bilingual French preferred but not required.
• LLQP license preferred but not required.

Key Competencies

• Business Analysis & Requirements Gathering
• Project Coordination
• User Acceptance Testing (UAT)
• Process Improvement
• Salesforce & Technology Enablement
• Training & Knowledge Transfer
• Stakeholder Management
• Problem Solving & Analytical Thinking
• Communication & Presentation Skills
• Operational Readiness & Change Management

Salary:

$55,500.00 - $120,000.00

Pay Type:

Salaried

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.