Financial Security Advisor

Financial Security Advisor focuses on maintaining good relationships with referral sources. help target.

What the role involves

• Maintaining good relationships with referral sources. Help target.
• Analysing 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.

Skills and requirements

• Knowledge of French is required.
• Must have a valid driver's licence and access to a vehicle.

Confirmed role details

• Competitive salary and annual bonus.
• Defined benefit pension plan that provides predictable, stable income throughout retirement.

Additional role context

• 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.
• 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.