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⏰ Full-time

Financial Security Advisor

Desjardins
Location πŸ“ montreal, Canada
Posted πŸ“… May 20, 2026
Work Type ⏰ Full-time

Position Overview

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:

Responsibilities

  • 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 ident...

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Job Details

⏰
Employment Type
Full-time
πŸ“Š
Category
Finance
🏠
Work Arrangement
On-site
πŸ“
Location
montreal, Canada