Financial Security Advisor, Life and Health

2 months ago


TroisRivières QC, Canada Desjardins Full time

As a life and health insurance 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, and travel 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 important clients who have complex, diverse needs. The ability to tailor your approach as needed is therefore essential. Your complex 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 important agreements with clients. You also have many opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential. More specifically, you will be required to:
- Sell and provide advice on life, health, disability and critical illness insurance products- Assess customer satisfaction and service quality, follow up and make improvements as needed. Establish and maintain good relationships with referral sources. Help target and analyze high-potential member/client files- Act on business opportunities and present information to partners so that members and clients can reach their financial goals- 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

What you bring to the table- Bachelor's degree in a related field- A minimum of four years of relevant experience- Please note that other combinations of qualifications and relevant experience may be considered- Knowledge of French is required.- Availability for travel to Service Signature service centers and the Centre Desjardins Entreprise de Québec- Valid driver's license and access to a vehicle- Available Monday to Friday, including 2 evenings

LI-Hybrid

Trade Union

Non-unionized

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

2024-11-25



  • L'Île-Perrot, QC, Canada Desjardins Full time

    As a life and health insurance 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...


  • Trois-Rivières, Quebec, Canada Financière Sun Life Full time

    Looking to take control of your future in a purpose-driven career helping individuals, families, and business owners achieve lifetime financial security and live healthier lives?Financial Advisor RoleA financial advisor at Financière Sun Life plays a vital role in helping clients plan financially for various stages of life. They build long-term...


  • Trois-Rivières, QC, Canada MD Financial Management Full time

    Requisition ID: 200887 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. We are committed to investing in our employees and helping you continue your career at Scotiabank. As top talent in today’s market, we appreciate you have choices. We understand that you’re carefully evaluating everything we...

  • Advisor

    8 months ago


    Montreal, QC, G4F, CA Financière Sun Life Full time

    What’s holding you back from building your ow n business? Take control of your life and determine your ow n success. Enjoy financial independence and work life balance. As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements....

  • Security Advisor

    2 months ago


    Montréal, QC, Canada Desjardins Full time

    As a security advisor, you help develop and optimize security measures to align with corporate objectives by planning, implementing and overseeing best practices to strengthen Desjardins's security posture. You help develop the Desjardins Group Security Office's priorities and governance, and work on different aspects of our security practices. You're...


  • Montréal, QC, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Montréal, QC, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Trois-Rivières, QC, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Advisor, Securities

    2 months ago


    Montréal, QC, Canada Desjardins Full time

    As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to...

  • Advisor, Securities

    4 months ago


    Montréal, QC, Canada Desjardins Full time

    As an investment assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead. You have the leadership required to...

  • Advisor, Securities

    2 months ago


    Montréal, QC, Canada Desjardins Full time

    As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds,...

  • Financial Advisor

    2 months ago


    Montréal, QC, Canada National Bank of Canada Full time

    A career as a banking Advisor at the you’ll live your ambitions and have a positive impact on your own life as well as on the lives of clients and colleagues. Through your friendly approach and your ability to deliver high-quality advice remotely, you’ll help clients optimize their financial situation by recommending strategies that meet their...


  • Montréal, QC, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Montréal, QC, Canada Empire Life Full time

    Senior Translator Empire Life is looking to hire a Senior Translator to join our Linguistic Services team! Deliver excellence - provide a personal, accurate, professional, and courteous service and resolution to our customers. # The opportunity - collaborate with cross-functional teams and work on a variety of projects that will keep you engaged and...

  • Exclusive Advisor

    3 months ago


    Montréal, QC, Canada National Bank of Canada Full time

    A career with National Bank as a Senior Investment Advisor will enable you to develop your financial planning skills and advance your career in the investment field. As part of the remote advisory team, you'll have the opportunity to work in both mutual funds and securities to broaden the investment offering available to our customers. **Your role** - Build...


  • Montréal, QC, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Montréal, QC, Canada American Iron and Metal Full time

    **Company Description** **Be part of AIM’s growing success.** American Iron and Metals Company (AIM) is a recognized global leader in the metals recycling industry, with more than 125 locations and 4,000 employees worldwide. We have continued to thrive over the past eight decades thanks to the dedication of our employees and the ongoing trust and support...


  • Trois-Rivières, Quebec, Canada Scotiabank Full time

    Company OverviewA leading financial institution, Scotiabank is committed to empowering individuals and communities through innovative financial solutions and personalized service.Estimated Salary: $120,000 - $180,000 per yearJob DescriptionRole Summary:We are seeking an experienced Financial Consultant to join our team at MD Management Ltd. As a key member...


  • Montréal, QC, Canada The Canada Life Assurance Company Full time

    Permanent Full Time We are looking for a **Regional Sales Representative** in Montreal, QC. Our organization is strong, and we’re getting stronger. Join our wealth inside sales team where you’ll connect with some of the most entrepreneurial, spirited, energetic people you’ll ever meet in your life. We’re looking for top talent who aspire to be in...

  • Advisor, IT Security

    4 weeks ago


    Montréal, QC, Canada Desjardins Full time

    Temporary position for 12 months As an IT security advisor, you help protect IT hardware, software and data against modification, destruction, and accidental or unauthorized disclosure. You also assist in authentication and access control by designing, administering and controlling proven security systems. You analyze IT system vulnerabilities and implement...