Advise clients on life and health insurance while developing relationships and personalized financial security solutions. French knowledge is required for this prospect.

As a Financial Security Advisor at Desjardins, you support members and clients through individual insurance, group insurance, retirement savings, and related products. You assess expressed needs, explain options, and tailor approaches across multiple distribution channels. Your work also includes insurance brokerage, segregated funds, travel insurance, and claims settlement.

Key Responsibilities:
Sell and advise on life, health, disability, and critical illness insurance
Analyze member and client needs for personalized solutions
Assess satisfaction, follow up, and improve service quality




Maintain relationships with referral sources and potential clients
Monitor industry trends and identify business development prospects

Requirements:
College diploma in a related field
Minimum two years of relevant experience
Representative’s certificate in damage insurance from AMF
Knowledge of French is required
Other qualification and experience combinations may be considered

Apply your insurance expertise, client focus, and communication skills to deliver tailored financial security advice at Desjardins.

📌 Life Health Insurance Advisor Forestville (Canada)
🏢 Desjardins
📍 Canada