At a Glance
- Tasks: Support business processes and technology solutions to enhance customer experiences.
- Company: Join BMO Financial Group, a leader in financial services with a commitment to positive change.
- Benefits: Competitive salary, health insurance, tuition reimbursement, and retirement savings plans.
- Other info: Inclusive workplace with growth opportunities and support for your career development.
- Why this job: Make a real impact by improving advisor effectiveness and customer journeys.
- Qualifications: Postsecondary education in Business or related field; experience in project delivery and business analysis.
The predicted salary is between 50000 - 120000 $ per year.
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
Business Enablement Specialist in Toronto employer: BMO
BMO Financial Group is an exceptional employer, offering a dynamic work environment in the heart of Toronto where legal professionals can thrive. With a strong commitment to employee growth, BMO provides extensive training, mentorship, and opportunities for career advancement, all while fostering a culture of diversity and inclusion. Employees enjoy a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans, making it a rewarding place to build a meaningful career.
