Securities and Insurance Advisor

Location: Lévis

Become a Securities and Insurance Advisor with Desjardins, ensuring clients thrive through personalized financial solutions and exceptional service. Focus on client relationships in a dynamic advisory environment.

This position emphasizes developing business relationships, selling securities, and offering comprehensive financial strategies. You will work with a diverse range of clients, utilizing your knowledge to analyze needs and implement tailored solutions. Your ability to present integrated service offers will be key in achieving member satisfaction.

Key Responsibilities:

• Advise on life, health, and disability insurance products

• Develop personalized financial and tax strategies

• Identify innovative sales concepts for competitive advantage

• Act on emerging business opportunities and trends

• Present financial solutions to help clients succeed

Requirements:

• Bachelor's degree in a related field

• At least four years of relevant experience

• French language proficiency required

• Strong interpersonal and customer focus

• Adaptability in diverse situations

Leverage your advisory skills to benefit clients as a Securities and Insurance Advisor at Desjardins.
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