Senior Advisor, Life and health insurance

As a senior life and health insurance 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 various 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 lead and influence clients and practitioners on sales and service development projects, initiatives and activities that significantly impact the entire organization. You take a strategic mindset to boost the organization’s development and profitability while retaining clients and stakeholders and ensuring their satisfaction. You draw on your networking skills and interpersonal savvy to develop and maintain business partnerships with prestige and key clients with complex, diverse needs. Your highly complex, strategic initiatives require extensive knowledge of sales and service. You analyze extremely complex problems and develop and implement personalized solutions tailored to client needs. You serve as expert for your unit, members and clients and represent your unit before senior management committees and decision-making bodies. You represent Desjardins and enter the organization into important agreements with clients. You also have considerable leeway and many opportunities to establish and negotiate product and service terms. More specifically, you will be required to:

• Evaluate and act on business and partnership opportunities to boost the organization’s development and profitability
• Advise members, clients and stakeholders to help them position, plan, develop, execute and monitor strategic initiatives
• See to member, client and stakeholder development, retention and satisfaction. Develop retention tactics and strategies
• Monitor the industry to understand and anticipate trends in your field and make recommendations.

What we offer*

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

What you bring to the table

• Bachelor's degree in a related field
• A minimum of eight years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Knowledge of French is required
• Intermediate advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients

Action oriented, Customer Focus, Differences, Interpersonal Savvy, Networks, Nimble learning, Strategic mindset

Trade Union (If applicable)

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!

Job Family

Member/client sales and service (FG)

Unposting Date

2026-07-22