Financial security advisor, Life and health insurance

As a Financial security advisor, Life and health insurance 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 help promote and sell financial security products and services. The ability to communicate effectively and thoroughly understand clients' expressed needs is therefore essential. You help analyze member/client needs and develop personalized solutions. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You support current and potential members and clients. The ability to tailor your approach as needed is therefore essential. You represent the organization and help negotiate agreements with clients. 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
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
Life insurance representative's certificate – Autorité des marchés financiers
Knowledge of French is required
Available to travel to Caisse Desjardins Chûtes Montmorency- Ile - d’Orléans et Caisse Desjardins de Limoilou service centres
Must have a valid driver's license and access to a vehicle
Available to work from monday to friday including 2 evenings
Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability
Equity, Diversity, Inclusion and Accessibility
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!
Trade Union (If applicable)
Job Family
Member/client sales and service (FG)
Unposting Date
2026-10-7