Financial security advisor, Life and health insurance

Sep 9, 2026

As a life and health insurance financial security advisor, 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 valuable 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 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
- Knowledge of French is required
- Hold a valid driver's licence and have access to a vehicle to ensure mobility.
- Available to work Monday to Friday, including two evenings per week.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!

Desjardins is North America's largest cooperative financial group, offering a wide range of services while maintaining high capital ratios and recognition for employer excellence.

Banking Credit Intermediation Financial Services

Company size 10,001+ employees

Company type Privately held

Total funding 0

Momentum

Team growth

Momentum

3% in 12 mo

43,941 employees on LinkedIn

Employee experience

What it’s like inside

4.0

4,559 reviews

84% would recommend

Culture & values

Culture & values 4.1

Work-life balance

Work-life balance 4.2

Career opportunities

Career opportunities 3.9

Compensation & benefits 4.0

Capital

Funding history

Footprint

Where they work

📌 Financial security advisor, Life and health insurance (Chaudière-Appalaches)
🏢 Desjardins
📍 Chaudière-Appalaches