Taxation and advanced life insurance Specialist

Reporting to the Director, Product Expertise and Advanced Markets, you will support the advisors of specialized networks and their clients in their business decisions. Your role is to develop the wealthy clientele, through financial security advisors, by capitalizing on the use of insurance solutions. You stand out for your ability to analyze financial, legal and personal information, corporate structures and financial plans. Your advanced understanding of insurance solutions allows you to identify opportunities to optimize financial and estate plans of entrepreneurial, professional and high-net-worth clients to ensure their goals are achieved. More specifically, you will be required to:

• Provide specialized support, training, and develop presentations for other life and health insurance specialists working within Desjardins Financial Security's partner networks

• Analyze corporate structures and suggest improvements to meet specific client needs

• Develop training content and materials on topics related to strategies involving insurance solutions

• Participate in meetings with advisors and clients to discuss financial and tax matters relating to their situation.

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

* Benefits apply based on eligibility criteria.

What you bring to the table

• Bachelor's degree in law, accounting or finance

• A minimum of nine years of relevant experience

• Please note that other combinations of qualifications and relevant experience may be considered

• Experience in the field of personal/individual insurance

• Experience in popularizing complex concepts in financial, tax and estate planning 

• Expert 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

• Advanced knowledge in MS Office suite tools

Business insight, Collaborates, Communicates effectively, Strategic mindset

#LI-Hybrid

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

2025-03-17