Financial Security Advisor
2 weeks ago
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 Level
NV-09
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.
General Information on the Position
Main Responsibilities- 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.
Other working conditions- Schedule : 35 hours/week, Monday to Friday, including 2 evening shifts- The work arrangement for the position is hybrid work #LI-Hybrid- Number of jobs available : 1
**Qualifications**:
- Bachelor’s degree in a related field- A minimum of 4 years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered- Hold a mutual fund representative certificate - Autorité des marchés financiers- For vacant positions available in Quebec, please note that knowledge of French is required
Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Communicates effectively, Interpersonal Savvy, Situational adaptability
Work Location
Service Signature Desjardins (SSD) Québec (ADMIN)
Trade Union
Non Syndiqué
Unposting Date
2023-12-31
Job Family
Member/client sales and service (FG)
Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.
-
Advisor - Securities
4 weeks ago
Quebec City, Canada Desjardins Full timeAt 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...
-
Advisor, Digital Investing, Bmo Smartfolio
7 days ago
Quebec City, Canada BMO Financial Group Full timeVIRTUAL(R)61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Language Requirements for role: Strong verbal and written language skills in both French and English Certifications: Must have completed Canadian Securities Course (CSC) Work from home Availability to work between 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week) **Advisor, BMO...
-
Financial Advisor
4 weeks ago
Quebec City, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Associate Financial Advisor
1 month ago
Quebec City, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Security Advisor, Client Care
3 weeks ago
Quebec, Canada RBC Full timeRemote work available in the following provinces: Quebec, Ontario and New Brunswick.As a Bilingual Licensed Financial Security Advisor, Client Care - Insurance, you will respond with professional and accurate service for all client concerns and escalations Insurance Life & Health. You will be responsible for providing effective problem resolution and...
-
Financial Security Advisor, Client Care
4 weeks ago
Quebec, Canada RBC Full timeRemote work available in the following provinces: Quebec, Ontario and New Brunswick.As a Bilingual Licensed Financial Security Advisor, Client Care - Insurance, you will respond with professional and accurate service for all client concerns and escalations Insurance Life & Health. You will be responsible for providing effective problem resolution and...
-
Financial Security Advisor, Client Care
4 weeks ago
Quebec, Canada RBC Full timeRemote work available in the following provinces: Quebec, Ontario and New Brunswick.As a Bilingual Licensed Financial Security Advisor, Client Care - Insurance, you will respond with professional and accurate service for all client concerns and escalations Insurance Life & Health. You will be responsible for providing effective problem resolution and...
-
Personal Finance Advisor
4 weeks ago
Quebec City, Canada Desjardins Full timeAt 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...
-
Enterprise Architecture Advisor to The CTO
6 days ago
Quebec City, Canada iA Groupe financier iA Financial Group Full timeEnterprise architecture / _Permanent position_ / _Hybrid or telework_ / _Montreal or Quebec City_ / - French and English / Start date: as soon as possible_ Join a dynamic and innovative enterprise architecture team that plays a key role in implementing the company’s strategy. As a member of the enterprise architecture department, the Enterprise...
-
Wealth Management Advisor
4 weeks ago
Quebec City, Canada Desjardins Full timeAt 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...
-
Advisor, Business
1 month ago
Quebec City, Canada Desjardins Full timeAt 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...
-
Client Financial Services Agent
4 weeks ago
Quebec City, Canada Desjardins Full timeAt 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...
-
Private Wealth Advisor
5 days ago
Quebec City, Canada National Bank of Canada Full timeA career as a private wealth advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your knowledge of...
-
Personal Finance Advisor
4 weeks ago
Quebec City, Canada Desjardins Full timeAt 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...
-
Personal Finance Advisor
6 days ago
Quebec City, Canada Desjardins Full timeAt 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...
-
Agent(E) - Services Financiers - Clientèle
5 days ago
Quebec City, Canada Desjardins Full timeAt 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...
-
Wealth Management Advisor
6 days ago
Quebec City, Canada Desjardins Full timeAt 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...
-
Wealth Management Advisor
1 month ago
Quebec City, Canada Desjardins Full timeAt 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...
-
Wealth Management Advisor
4 weeks ago
Quebec City, Canada Desjardins Full timeAt 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...
-
Advisor, Strategic Business Architecture
4 weeks ago
Quebec City, Canada iA Groupe financier iA Financial Group Full timeIndividual insurance, savings, and retirement planning / Permanent position / Telework_ Are you committed to creating value for your organization and its clients by acting as a catalyst in major strategic and transformational projects? Are you recognized for your leadership skills and ability to influence and rally players and stakeholders? More...