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Financial Security Advisor
Financial Security AdvisorDesjardins • Quebec, Capitale-Nationale, CA
Financial Security Advisor

Financial Security Advisor

Desjardins • Quebec, Capitale-Nationale, CA
23 days ago
Job type
  • Full-time
Job description

Financial Security Advisor – Desjardins

The Desjardins Group seeks a dedicated Financial Security Advisor to join our growing network of over 200 professionals across Quebec. This position focuses on life and health insurance solutions tailored to the needs of Desjardins members and clients.

Responsibilities

  • Proactively sell life, health, disability and critical illness insurance products and services.
  • Assess client satisfaction and service quality, following up and making improvements as needed.
  • Establish and maintain good relationships with referral sources; help target and analyze potential member/client files.
  • Identify business opportunities and present information to partners so members and clients can reach their financial goals.
  • Stay current on industry developments, new products and trends to drive business development.

Qualifications

  • Knowledge of French is required.
  • A valid driver’s licence and access to a vehicle are mandatory.
  • Available to work Monday to Friday, including two evenings per week.
  • Any career path or formal training is welcome; a passion for working in the financial sector is essential.

Benefits

  • Competitive salary and annual bonus.
  • Four weeks of flexible vacation starting in the first year.
  • Defined‑benefit pension plan providing stable income throughout retirement.
  • Group insurance, including telemedicine.
  • Reimbursement of health and wellness expenses and telework equipment.
  • Benefits apply based on eligibility criteria.

Seniority level: Entry level

Employment type: Full‑time

Job function: Finance and Sales

Location: Québec, Quebec, Canada

At Desjardins, we believe in equity, diversity and inclusion. We are committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, and providing a positive workplace for all. We have zero tolerance for discrimination of any kind.

If you need accommodations during the recruitment process, let us know. We can provide accommodations at any stage.

Our DCI training institute offers tailored training to help you pursue the career that best fits your skills, goals and education.

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Financial Security Advisor • Quebec, Capitale-Nationale, CA

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