Financial Security Advisor
4 weeks ago
Our network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry. We're currently expanding this great team and have many opportunities available in different regions of Quebec. As a life and health insurance professional, you're expected to: Work as a team to proactively sell insurance products and services, including life, health, disability and critical illness insurance, based on the needs of Desjardins members and clients. Assess client satisfaction and service quality, follow up and make improvements as needed. Establish and maintain good relationships with referral sources. Help target and analyze potential member/client files. Act on business opportunities and present information to partners so that members and clients can reach their financial goals. Help monitor the industry to identify business development opportunities and stay on top of new products and trends. 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 Knowledge of French is required Must have a valid driver's licence and access to a vehicle Available to work Monday to Friday including 2 evenings 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 Life and health insurance (FG) Seniority level Entry level Employment type Full-time Job function Finance and Sales Industries Banking #J-18808-Ljbffr
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Business Development
4 weeks ago
Saint-Eustache, Canada iA Financial Group (Industrial Alliance) Full timeBusiness Development - Financial Security AdvisorJoin to apply for the Business Development - Financial Security Advisor role at iA Financial Group (Industrial Alliance)Be among the first 25 applicantsMove forward, take charge of your professional future! By becoming a Financial Security Advisor, you must first have an entrepreneurial spirit, great agility...
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Business Development
5 days ago
Saint-Eustache, Canada iA Financial Group (Industrial Alliance) Full timeOverview Move forward, take charge of your professional future! By becoming a Financial Security Advisor, you must first have an entrepreneurial spirit, great agility of mind and be ready to commit 100% to this new career. Your challenge will be to help your future clients plan their financial goals. By providing quality service, you will build lasting and...
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Financial Security Advisor
4 weeks ago
Saint-Tite, Canada Desjardins Full timeJoin to apply for the Financial Security Advisor role at DesjardinsOur network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry. We're currently expanding this great team and have many opportunities available in different regions of Quebec.ResponsibilitiesProactively sell life, health,...
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Saint-Eustache, Canada iA Financial Group (Industrial Alliance) Full timeA financial services provider in Canada is seeking a motivated Financial Security Advisor to help clients achieve their financial goals. Your role will involve building strong relationships with clients, providing quality service, and guiding them in their financial planning. This position offers comprehensive training, flexible scheduling, and a supportive...
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Financial Security Advisor
3 days ago
Saint-Eustache, Canada iA Financial Group (Industrial Alliance) Full timeA leading financial services provider in Canada seeks a Financial Security Advisor to support clients in achieving their financial goals. The role includes building client relationships, developing marketing strategies, and offering tailored advisory services. Candidates should have strong communication skills, confidence, and a deep interest in finance....
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Insurance & Financial Security Advisor
4 weeks ago
Saint-Tite, Canada Desjardins Full timeA leading financial institution is seeking a Financial Security Advisor in Saint-Tite, Quebec. The ideal candidate will proactively sell life and health insurance products, manage client relationships, and help clients achieve their financial goals. This entry-level role offers a competitive salary, annual bonus, and a range of benefits including a pension...
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Financial Security Advisor
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Saint-Jean-sur-Richelieu, Canada Desjardins Full timeFinancial Security Advisor at Desjardins Our network of more than 200 financial security advisors plays a key role in the industry. We’re expanding this great team and have opportunities in different regions of Quebec. Responsibilities Proactively sell insurance products and services (life, health, disability, critical illness) based on the needs of...
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Business Development
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Saint-Eustache, Canada RCCAQ Full time** **Important: Please do not contact RCCAQ to apply.** **Do you want to**: - Become a successful entrepreneur? - Be in business? - Play a decisive role in people's lives? - Be recognized for your advisory service? Move forward, take charge of your professional future! By becoming a Financial Security Advisor, you must first have an entrepreneurial...
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Business Development
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Saint-Eustache, Canada Industrielle Alliance Groupe Financier Full timeDo you want to: Become a successful entrepreneur? Be in business? Play a decisive role in people's lives? Be recognized for your advisory service? Move forward, take charge of your professional future! By becoming a Financial Security Advisor, you must first have an entrepreneurial spirit, great agility of mind and be ready to commit 100% to this new career....
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Financial Security Advisor
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Saint-Laurent, Canada Hatitac Services Financiers Full time'''Duties:''' - Provide financial advice and guidance to clients based on their financial goals and objectives - Assess clients' financial situations by gathering information about their income, assets, debts, and expenses - Develop personalized financial plans for clients, taking into account their risk tolerance, time horizon, and investment preferences -...
