Application Deadline: 10/27/2026 Address: 250 Yonge Street Job Family Group: Customer Solutions #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 recent 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
📌 Business Enablement Specialist (Young)
🏢 BMO
📍 Young