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This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Security Advisor, Life and Health Insurance based in Canada.
This role offers the opportunity to support clients in making informed financial protection decisions across life and health insurance, disability coverage, and retirement-related solutions. You will act as a trusted advisor, building long-term relationships with individuals and families while identifying tailored financial security strategies based on their needs. The position combines advisory excellence with business development, requiring both empathy and commercial acumen. You will work across multiple product lines and channels, helping clients navigate complex financial situations with clarity and confidence. In a client-focused and regulated environment, your ability to communicate effectively and provide personalized recommendations will be key. This is a dynamic role where relationship-building, problem-solving, and ethical sales practices come together to create meaningful client impact.
Accountabilities:
- Provide expert advice and sell life, health, disability, and critical illness insurance products tailored to client needs.
- Assess client financial protection needs and recommend personalized insurance and retirement solutions.
- Develop and maintain strong, trust-based relationships with clients, prospects, and referral partners.
- Identify business development opportunities and actively prospect for new clients across multiple channels.
- Monitor client satisfaction, follow up on service quality, and implement improvements where necessary.
- Analyze client portfolios and act on opportunities to support financial goals and long-term planning.
- Stay informed on market trends, product updates, and regulatory changes within the insurance industry.
- Represent the organization professionally while ensuring compliance with policies, procedures, and industry standards.
Requirements
- Bachelor’s degree in business, finance, economics, or a related field (or equivalent experience).
- Minimum 1 year of relevant experience in insurance, financial services, or client advisory roles.
- Valid representative certificate in personal insurance (AMF or equivalent).
- Strong knowledge of life and health insurance products, retirement solutions, and financial planning concepts.
- Excellent communication and interpersonal skills with a strong client-service orientation.
- Proven ability to build relationships, influence decisions, and manage client expectations effectively.
- Strong analytical and problem-solving skills with attention to detail and adaptability.
- Ability to work in a fast-paced environment with scheduled availability, including some evening shifts.
- Proficiency in French is required.
Benefits
- Competitive salary with annual performance-based bonus
- Defined benefit pension plan ensuring long-term financial stability
- Comprehensive group insurance coverage, including telemedicine services
- Four weeks of flexible vacation starting in the first year
- Reimbursement for health, wellness, and remote work equipment expenses
- Flexible and hybrid/remote work arrangements depending on role needs
- Career development opportunities within a large financial services organization
- Inclusive, people-first culture focused on equity, diversity, and well-being.
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