Financial Security Advisor

Join to apply for the Financial Security Advisor role at Desjardins

Our network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry. We are expanding this team with opportunities in different regions of Quebec.

As a life and health insurance professional, you're expected to :

• Work as a team to proactively sell insurance products and services, including life, health, disability and critical illness insurance, based on the needs of Desjardins members and clients.
• Assess client 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.
• Help monitor the industry to identify business development opportunities and stay on top of new products and trends.

What we offer

What You Bring To The Table

Desjardins supports career development through its training institute (DCI), offering opportunities to pursue a career that aligns with your skills, goals and education.

Job Details

We value equity, diversity and inclusion. Desjardins is committed to welcoming and valuing people for who they are, learning from differences, and providing a positive workplace for all. If you need accommodations during the recruitment process, let us know.

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