Business Enablement Specialist

Address:

#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
  

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: