Financial Security Advisor, Life and Health

4 days ago


L'ÎlePerrot 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, 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



  • Laval, QC, Canada The Co-operators Full time

    The Opportunity: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That's why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our...


  • L'Île-Perrot, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on site.📍Several opportunities are currently available in the beautiful greater Capitale-Nationale region.As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of...

  • BANKING ADVISOR

    4 weeks ago


    L'Île-Perrot, Canada National Bank of Canada Full time

    A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills to offer a people‑centric experience for branch clients. This role offers opportunities for...


  • , QC, Canada Sun Life Financial 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...


  • L'Île-Perrot, Canada National Bank of Canada Full time

    A leading financial institution in Canada is seeking a Banking Advisor to provide a people-centric experience for clients. The ideal candidate will have a college diploma and experience in advisory services. Responsibilities include listening to client needs, offering tailored solutions, and ensuring compliance. The role offers numerous opportunities for...


  • Laval, QC, Canada iA Groupe Financier- Centropolis Laval Full time

    Are you fueled by challenges? Do you want : Become a successful entrepreneur? To be in business? Play a defining role in people's lives? To be recognized for your consulting service? Go ahead, take charge of your professional future! Becoming a financial security advisor for iA Financial Group means experiencing the benefits of self-employment WITH the...

  • Advisor

    3 weeks ago


    Montréal, QC, Canada 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. Let's...


  • Lévis, QC GV Z, Canada Desjardins Full time $90,000 - $120,000 per year

    As a senior life and health insurance advisor, you help develop life and health insurance processes and programs, prepare documents and insurance contracts, administer reinsurance agreements and settle contested medical matters. You lead development projects and strategic initiatives that are complex and innovative. Your initiatives require extensive...

  • Security advisor

    5 days ago


    Montréal, QC, Canada Desjardins Full time

    Temporary position for 12 months 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...

  • Advisor, Securities

    6 days 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,...