Financial Security Advisor, Life and Health
4 weeks ago
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, travel insurance and life and health insurance claims settlement. You promote and sell financial security products and services. 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 personal business relationships with clients who have complex, diverse needs. The ability to tailor your approach as needed is therefore essential. 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 in accordance with standards and procedures. 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 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 one year of relevant experience- Please note that other combinations of qualifications and relevant experience may be considered- Hold the representative's certificate in Insurance of persons - Autorité des marchés financiers- Knowledge of French is required- Must have a valid driver's licence and access to a vehicle
LI-Hybrid
Trade Union (If applicable)
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
2024-12-20
-
Financial Security Advisor, Life and Health
2 months ago
Trois-Rivières, QC, Canada Desjardins Full timeAs 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...
-
Advisor
8 months ago
Montreal, QC, G4F, CA Financière Sun Life Full timeWhat’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 timeAs 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...
-
Wealth Sales Representative
3 months ago
Montréal, QC, Canada Sun Life Full timeYou 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...
-
Bilingual Compliance Analyst
3 months ago
Montréal, QC, Canada Sun Life Full timeYou 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 timeAs 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 timeAs 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 timeAs 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 timeA 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...
-
Payout Annuity Bilingual Client Service
5 months ago
Montréal, QC, Canada Sun Life Full timeYou 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...
-
Full-time Financial Translator
5 days ago
Montréal, QC, Canada Empire Life Full timeSenior 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...
-
Bilingual Financial Services Consultant- Insurance
3 months ago
Montréal, QC, Canada Sun Life Full timeYou 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...
-
Exclusive Advisor
3 months ago
Montréal, QC, Canada National Bank of Canada Full timeA 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...
-
Health and Safety Advisor
1 month ago
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...
-
Advisor, IT Security
4 weeks ago
Montréal, QC, Canada Desjardins Full timeTemporary 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...
-
Regional Sales Representative
1 month ago
Montréal, QC, Canada The Canada Life Assurance Company Full timePermanent 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...
-
Bilingual Commission and Payroll Associate
1 month ago
Montréal, QC H2T 3B2, Canada Sun Life Full timeYou 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...
-
Regional Sales Manager
2 months ago
Montréal, QC, Canada The Canada Life Assurance Company Full timePermanent Full Time **What you will do**: - Deliver bottom line wealth sales growth, generate sales and meet and exceed sales targets - Prospect new leads and strengthen relationships with advisors by phone, virtually and a through face to face interaction. - Utilize Salesforce to closely track calls and log appointments, manage the sales workflow, upload...
-
Regional Administrative Specialist, Md Financial
2 months ago
Montréal, QC, Canada MD Financial Management Full timeRequisition ID: 210088 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...
-
Bilingual Customer Service Specialist
5 months ago
Montréal, QC, Canada Canada Life Assurance Company Full timeBilingual Customer Service Specialist **Description: - Permanent Full Time- We are looking for a **Customer Service Specialist**. Reporting to the Associate Manager, Administration, you will be responsible for the administration of Group Retirement Plans including RRSP, RPP, DPSP, TFSA, Investment Only and various non-registered products. You’ll provide...