Client Advisor - Insurance & Financial Services
John Brown - Desjardins Insurance Agent
Full-time
Finance
Location
caledon, on, Canada
Posted
July 13, 2026
Job Description
Join John Brown Insurance & Financial Services as a Client Advisor, where your role centers on delivering exceptional client service through insurance and financial guidance. Become a trusted advisor while managing relationships in a client-focused agency.
As part of a leading Desjardins Insurance agency, you’ll engage with clients on their insurance needs, offering tailored solutions and proactive support. The position is well-suited for individuals eager to learn and grow within the industry while positively impacting clients' lives. Your success will come from a commitment to service excellence and building lasting relationships.
Key Responsibilities:
• Build trust with prospective and existing clients
• Quote comprehensive insurance packages
• Provide follow-up support for clients' needs
• Identify and pursue cross-selling chances
• Collaborate with team members to achieve client goals
Requirements:
• Sales ...
As part of a leading Desjardins Insurance agency, you’ll engage with clients on their insurance needs, offering tailored solutions and proactive support. The position is well-suited for individuals eager to learn and grow within the industry while positively impacting clients' lives. Your success will come from a commitment to service excellence and building lasting relationships.
Key Responsibilities:
• Build trust with prospective and existing clients
• Quote comprehensive insurance packages
• Provide follow-up support for clients' needs
• Identify and pursue cross-selling chances
• Collaborate with team members to achieve client goals
Requirements:
• Sales ...