Financial Security Advisor

Reposted Yesterday
Be an Early Applicant
17 Locations
In-Office or Remote
Entry level
Fintech • Payments • Financial Services
The Role
The role involves proactively selling insurance products, assessing client satisfaction, maintaining relationships, and identifying business opportunities.
Summary Generated by Built In

Our network of more than 200 financial security advisors working at different Desjardins caisses plays a key role in the industry. We're currently expanding this great team and have many opportunities available in different regions of Quebec.

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

  • Work as a team as you 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*

  • 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

  • Knowledge of French is required

  • Must have a valid driver's licence and access to a vehicle

  • Available to work Monday to Friday including 2 evenings

No matter what your career path or formal training may be, if you've always wanted to work in the financial sector, now is the time to apply! Our recruiters will be in touch to identify the best opportunity for you that meets your career goals. Desjardins has a training institute (DCI) that offers you a unique opportunity to get the training you need to pursue a career that's the perfect fit for your skills, goals and education.

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

Life and health insurance (FG)
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The Company
Calgary, AB
40,858 Employees

What We Do

Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News

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