Advisor, Group line of business of The Personal

3 weeks ago


Montréal, Canada Desjardins Group Full time
Temporary position for 15 months.

As an advisor for The Personal/La Personnelle group insurance, you will carry out various financial and operational tasks for the business line. You will act as an advisor to the Personnelle/The Personal teams, acting as an expert in the tools used and helping to optimize the various tools and tasks. You coordinate and collaborate on various projects and analyses for the business sector. You support the various business line teams in meeting our partners' needs. You will identify ways of improving efficiency in the sector and implement action plans to make this happen. You will monitor, analyze and draft agreements. You provide recommendations for optimal management of group growth and profitability. More specifically, you will be required to :
  • Contribute to the various tasks of the Business Development Solutions team
  • Analyze the various processes in place, identify areas for improvement and implement improvements in collaboration with your colleagues.
  • Participate in the development of the team by identifying coaching elements and collaborate in their implementation.
  • Manage the renewal of various agreements and ensure excellent communication with the various stakeholders involved
  • Contribute to financial and operational work.


What we offer*
  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

What you bring to the table
  • Bachelor's degree in a related field (management, finance, actuarial science)
  • A minimum of five years of relevant experience
  • Please note that other combinations of qualifications and relevant experience may be considered
  • Experience in property & casualty insurance
  • Advanced communication skills in French and English, both oral and written, due to the nature of the tasks, work tools or interactions with French- and English-speaking partners, members and customers
  • Advanced Excel skills
  • Advanced knowledge of Power Query and Power BI
Business insight, Interpersonal Savvy

Trade Union
Non Syndiqué

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask

Job Family
Property and casualty insurance (FG)

Unposting Date
2024-06-11

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