Current jobs related to Financial Security Advisor - Montreal, Quebec - Desjardins
-
Financial Security Advisor
1 week ago
Montreal, Quebec, Canada Cabinet d'assurance Banque Nationale Full timeAbout the RoleWe are seeking a skilled Financial Security Advisor to join our team at Cabinet d'assurance Banque Nationale. As a trusted partner for our clients, you will provide comprehensive protection advice and guidance to help them achieve their financial goals.Key ResponsibilitiesProvide expert advice on individual insurance protection needsDevelop and...
-
Financial Security Advisor
7 days ago
Montreal, Quebec, Canada Cabinet d'assurance Banque Nationale Full timeAbout the RoleWe are seeking a skilled Financial Security Advisor to join our team at Cabinet d'assurance Banque Nationale. As a trusted partner for our clients, you will provide comprehensive protection advice and guidance to help them achieve their financial goals.Key ResponsibilitiesProvide expert advice on individual insurance protection needsDevelop and...
-
Financial Security Advisor
1 week ago
Montreal, Quebec, Canada Cabinet d'assurance Banque Nationale Full timeJoin Cabinet d'assurance Banque Nationale as a Financial Security Advisor and become a trusted partner for our clients' individual insurance protection needs. As a key member of our team, you will provide comprehensive protection advice that meets their current and evolving needs. Your expertise will help our clients adapt and optimize their financial...
-
Financial Security Advisor
1 week ago
Montreal, Quebec, Canada Cabinet d'assurance Banque Nationale Full timeJoin Cabinet d'assurance Banque Nationale as a Financial Security Advisor and become a trusted partner for our clients' individual insurance protection needs. As a key member of our team, you will provide comprehensive protection advice that meets their current and evolving needs. Your expertise will help our clients adapt and optimize their financial...
-
Financial Security Advisor
2 days ago
Montreal, Quebec, Canada Cabinet d'assurance Banque Nationale Full timeAbout the RoleWe are seeking a skilled Financial Security Advisor to join our team at Cabinet d'assurance Banque Nationale. As a Financial Security Advisor, you will be responsible for providing expert advice to our clients on their individual insurance protection needs.Key ResponsibilitiesProvide comprehensive protection advice that meets the current and...
-
Financial Security Advisor
2 days ago
Montreal, Quebec, Canada Cabinet d'assurance Banque Nationale Full timeAbout the RoleWe are seeking a skilled Financial Security Advisor to join our team at Cabinet d'assurance Banque Nationale. As a Financial Security Advisor, you will be responsible for providing expert advice to our clients on their individual insurance protection needs.Key ResponsibilitiesProvide comprehensive protection advice that meets the current and...
-
Financial Security Advisor
11 hours ago
Montreal, Quebec, Canada Cabinet d'assurance Banque Nationale Full timeAbout the RoleAs a Financial Security Advisor at Cabinet d'assurance Banque Nationale, you will be a trusted partner for our clients' individual insurance protection needs. Your expertise will help them navigate the complexities of financial security and provide tailored solutions to meet their evolving needs.Key ResponsibilitiesProvide comprehensive...
-
Financial Security Advisor
10 hours ago
Montreal, Quebec, Canada Cabinet d'assurance Banque Nationale Full timeAbout the RoleAs a Financial Security Advisor at Cabinet d'assurance Banque Nationale, you will be a trusted partner for our clients' individual insurance protection needs. Your expertise will help them navigate the complexities of financial security and provide tailored solutions to meet their evolving needs.Key ResponsibilitiesProvide comprehensive...
-
Financial Security Advisor
13 hours ago
Montreal, Quebec, Canada Cabinet d'assurance Banque Nationale Full timeAbout the RoleAs a Financial Security Advisor at Cabinet d'assurance Banque Nationale, you will be a trusted partner for our clients' individual insurance protection needs. Your expertise will help them navigate the complexities of financial security and provide tailored solutions to meet their evolving needs.Key ResponsibilitiesProvide comprehensive...
-
Financial Security Advisor
15 hours ago
Montreal, Quebec, Canada Cabinet d'assurance Banque Nationale Full timeAbout the RoleAs a Financial Security Advisor at Cabinet d'assurance Banque Nationale, you will be a trusted partner for our clients' individual insurance protection needs. Your expertise will help them navigate the complexities of financial security and provide tailored solutions to meet their evolving needs.Key ResponsibilitiesProvide comprehensive...
-
Financial Advisor
3 days ago
Montreal, Quebec, Canada Sun Life Financial Full timeUnlock Your Potential as a Financial AdvisorAbout the Role:As a Financial Advisor with Prospr by Sun Life, you will play a pivotal role in helping clients achieve their long-term financial goals and live healthier, more secure lives. You will collaborate with a dynamic team to provide holistic Life, Health, and Wealth solutions to new and existing clients,...
-
Financial Advisor
3 days ago
Montreal, Quebec, Canada Sun Life Financial Full timeUnlock Your Potential as a Financial AdvisorAbout the Role:As a Financial Advisor with Prospr by Sun Life, you will play a pivotal role in helping clients achieve their long-term financial goals and live healthier, more secure lives. You will collaborate with a dynamic team to provide holistic Life, Health, and Wealth solutions to new and existing clients,...
-
Financial Advisor
14 hours ago
Montreal, Quebec, Canada Sun Life Financial Full timeUnlock Your Potential as a Financial AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Advisor, you'll play a vital role in providing holistic Life, Health, and Wealth solutions for new and existing clients.Key Responsibilities:Proactively engage with clients to...
-
Financial Advisor
12 hours ago
Montreal, Quebec, Canada Sun Life Financial Full timeUnlock Your Potential as a Financial AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Advisor, you'll play a vital role in providing holistic Life, Health, and Wealth solutions for new and existing clients.Key Responsibilities:Proactively engage with clients to...
-
Financial Services Advisor
7 days ago
Montreal, Quebec, Canada Sun Life Financial Full time{"title": "Financial Services Advisor", "content": "Unlock Your Potential as a Financial Services AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Services Advisor, you'll play a critical role in delivering holistic Life, Health, and Wealth solutions to new and...
-
Financial Services Advisor
7 days ago
Montreal, Quebec, Canada Sun Life Financial Full time{"title": "Financial Services Advisor", "content": "Unlock Your Potential as a Financial Services AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Services Advisor, you'll play a critical role in delivering holistic Life, Health, and Wealth solutions to new and...
-
Financial Services Advisor
7 days ago
Montreal, Quebec, Canada Sun Life Financial Full time{"title": "Financial Services Advisor", "content": "Unlock Your Potential as a Financial Services AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Services Advisor, you'll play a critical role in delivering holistic Life, Health, and Wealth solutions to new and...
-
Financial Services Advisor
7 days ago
Montreal, Quebec, Canada Sun Life Financial Full time{"title": "Financial Services Advisor", "content": "Unlock Your Potential as a Financial Services AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Services Advisor, you'll play a critical role in delivering holistic Life, Health, and Wealth solutions to new and...
-
Financial Advisor
2 days ago
Montreal, Quebec, Canada Sun Life Financial Full time{"title": "Financial Advisor - Digital Innovation", "description": "Unlock Your Potential as a Financial AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Advisor - Digital Innovation, you'll play a key role in delivering holistic Life, Health, and Wealth...
-
Financial Advisor
2 days ago
Montreal, Quebec, Canada Sun Life Financial Full time{"title": "Financial Advisor - Digital Innovation", "description": "Unlock Your Potential as a Financial AdvisorAt Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Advisor - Digital Innovation, you'll play a key role in delivering holistic Life, Health, and Wealth...
Financial Security Advisor
3 months ago
As a financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients.
You help sell life and health insurance products and services through multiple distribution channels based on member/client needs and current strategies and practices.
Your focus areas include individual insurance, group insurance and retirement savings plans, insurance brokerage, segregated funds, travel insurance and life and health insurance claims settlement.
You promote and sell financial security products and services to individual and business clients. You analyze member/client needs and recommend personalized solutions. The ability to communicate effectively and thoroughly understand clients' expressed needs is therefore essential. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction. You develop and maintain business relationships with clients who have diverse needs. The ability to tailor your approach as needed is therefore essential. Your work and initiatives require extensive knowledge of your line of business. You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential.More specifically, you will be required to:
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
What you bring to the table- Bachelor's degree in a related field- A minimum of 2 years of relevant experience- Please note that other combinations of qualifications and relevant experience may be considered.
Communicates effectively, Interpersonal Savvy, Situational adaptability
LI-Hybrid
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.Job Family
Member/client sales and service (FG)
Unposting Date