11 Jobs for Client Needs Analysis in Canada

Client Relationship Manager, Group Retirement Savings

Desjardins Financial Security • Montréal, CA • Hybrid

70,000 - 90,000 CAD (est.)

•Full-Time•Permanent

Financial AdvisorySolution DevelopmentClient Needs AnalysisGroup Retirement Plans

Agent(e) en assurance de dommages - Programme travail-études (AEC)

Industrial Alliance, Auto and Home Insurance Inc. • Québec, CA • Hybrid

52,000 - 52,000 CAD (est.)

•Full-Time•Permanent

Customer RetentionClient Needs AnalysisSales of Insurance ContractsInsurance Knowledge

Representative, Desjardins Mortgage

Federation Caisses Desjardins • Montréal, CA • Hybrid

60,000 - 120,000 CAD (est.)

•Full-Time•Permanent

Mortgage FinancingBusiness DevelopmentClient ProspectingClient Needs Analysis

Investment Advisor Wood Gundy

CIBC World Markets Inc (Canada) • Moncton, CA • On-site

60,000 - 120,000 CAD (est.)

•Full-Time•Permanent

NetworkingProspectingRisk AssessmentWealth Management

Allstate Sales Agent

Allstate Insurance Company of Canada - Permanent • Newmarket, CA • Hybrid

70,000 - 120,000 CAD (est.)

•Full-Time•Permanent

Insurance SalesPipeline ManagementReferral GenerationClient Needs Analysis

Personal Insurance Sales Advisor, Group

Hub International Ontario ULC • Oakville, CA • On-site

45,000 - 50,000 CAD (est.)

•Full-Time•Permanent

SalesQuoting SystemNetworkingGroup Insurance

Personal Lines Sales Advisor, Group

Hub International Ontario ULC • Oakville, CA • Hybrid

45,000 - 50,000 CAD (est.)

•Full-Time•Permanent

SalesQuoting SystemNetworkingGroup Insurance

Financial security advisor, Life and health insurance

Desjardins • Rivière-du-Loup, CA • Hybrid

50,000 - 70,000 CAD (est.)

•Full-Time•Permanent

Life Insurance SalesClient Needs AnalysisHealth Insurance SalesRelationship Management

Financial Services Consultant, Wealth

Sun Life Assurance Company of Canada • Calgary, CA • Hybrid

60,000 - 97,000 CAD (est.)

•Full-Time•Permanent

SalesProduct knowledgeFinancial advisoryInsurance products

Retirement Consultant

Sun Life Assurance Company of Canada • Toronto, CA • Hybrid

60,000 - 97,000 CAD (est.)

•Full-Time•Permanent

Financial AdviceRetirement PlanningConsultative SellingClient Needs Analysis

Personal financial advisor

Desjardins • Montreal, CA • Hybrid

50,000 - 70,000 CAD (est.)

•Full-Time•Permanent

Credit AnalysisFinancial AdvisingInsurance ProductsMortgage Financing