Financial security advisor, Life and health insurance

Desjardins Group; Montreal; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services institution is seeking a personal finance advisor in Montreal. In this role, you will develop relationships with clients, provide tailored financial advice, and recommend investment and insurance products to help clients achieve their financial goals. You will enjoy a competitive salary, annual bonus, and benefits that support your well-being, including flexible vacation time and a defined benefit pension plan.

Benefits

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses and telework equipment

Qualifications

• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Other combinations of qualifications and relevant experience may be considered.

Responsibilities

• Sell and provide advice on life, health, disability, and critical illness insurance products.
• Assess customer satisfaction and make improvements as needed.
• Help monitor the industry to identify business development opportunities.

Skills

Action oriented

Customer Focus

Interpersonal Savvy

Drive results

Nimble learning

Education

College diploma in a related field

Representative's certificate in Insurance of persons

Job description

As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You serve as a financing expert advisor and resource person for the caisse. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management.You work with various partners and experts to design integrated strategies that meet the needs of members and clients. 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

• Help 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

*Benefits apply based on eligibility criteria.

What you bring to the table

• College diploma in a related field

• A minimum of two years of relevant experience

• Please note that other combinations of qualifications and relevant experience may be considered

• Representative's certificate in Insurance of persons - Autorité des marchés financiers

• Knowledge of French is required

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

#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.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)

Unposting Date

2025-06-24