Our team of advisors

Access to a multidisciplinary team in life and health insurance, financial planning and investments to ensure a balanced and optimized portfolio.

We have integrity. We are dedicated. We are committed to our customers’ financial goals.

Our team of dedicated professionals

Join the Actif santé financière team

We are committed

Our team of dedicated and transparent advisors is committed to listening to your financial situation, dreams and interests.

In essence, we help you clarify your options for financial planning, life and health insurance, and investments.

Our approach to financial decision-making is clear and straightforward.

Do you enjoy simplifying, popularizing and getting people interested in finance? Why not take a look at the positions available on our team?

We are committed

Our team of dedicated and transparent advisors is committed to listening to your financial situation, dreams and interests.

In essence, we help you clarify your options for financial planning, life and health insurance, and investments.

Our approach to financial decision-making is clear and straightforward.

Do you enjoy simplifying, popularizing and getting people interested in finance? Why not take a look at the positions available on our team?

Here are the financial players who do everything they can to maximize your financial future.

Président-actif-santé-financière

Jean-Guy Lamontagne

President / Financial security advisor / Financial planner / Group insurance and annuity advisor / Group savings representative with Investia services financiers Inc.

The people who are crazy enough to think they can change the world are the ones who do.

– Steve Jobs

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Interested in the finance and insurance industry as a whole, Jean-Guy Lamontagne takes a step back to analyze the market and its trends at both global and local levels, and is passionate about the history of finance. This is why he is recognized by his peers for his expertise in the world of finance. In fact, he shares his knowledge with his staff and clients so that they can all benefit from what he has learned. He has been part of the financial landscape for over 45 years.

Investing is all about listening,” he often says.

PAA-Directrice-Stratégies-et-Opérations-actif-santé-financière

Charlotte Froment

PAA / Director of Strategy and Operations

Don’t let anyone rob you of your imagination, your creativity, or your curiosity. It’s your place in the world; it’s your life.

– Mae C. Jemison

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Charlotte’s aim is to implement current and efficient business strategies within the Actif santé financière team. With the company’s overall objectives at heart, she makes every effort to ensure the success of the various mandates she is called upon to carry out.

planificateur-financier-représentant-en-épargne-collective-auprès-Investia-Services-financiers-actif-santé-financière

Frédérik Simard

Financial planner / Mutual fund representative with Investia Services financiers Inc. / Registered with Investia Services Financiers

Analyze to better understand; Plan to better realize.

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Frédérik has been working in the field of financial planning for almost 25 years, and is very familiar with all the financial products on the market. His role is to analyze clients’ needs, and make pertinent recommendations in line with their financial situation and life goals. He then helps them implement these recommendations.

Directrice-assurance-de-personnes-Conseillère-en-sécurité-financière-en-régimes-assurance-collective-actif-santé-financière

Caroline Fortin

Life and health insurance manager / Financial security advisor / Group insurance plan advisor

Everything needs to be explained and understood.

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Since 2003, she has had the opportunity to explore various positions over the past 20 years, enabling her to make life and health insurance her specialty! In her opinion, the most important aspect of her job remains education. The financial decisions a customer makes today must be accompanied and supported by recommendations specific to his or her situation.

As a certified financial security advisor and group insurance representative, she has acquired over the years an excellent ability to simplify and explain this complex subject in an easy-to-understand way, so that the information is within everyone’s reach!

Conseillère-en-sécurité-financière-Représentante-en-épargne-collective-auprès-Investia-Services-financiers-actif-santé-financière

Maude Boucher

Financial security advisor / Mutual fund representative with Investia Services financiers Inc. / Registered with Investia Services Financiers

The greatest gift you can give another is the purity of your attention.
– Richard Moss

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A native of the Saguenay region with nearly 35 years’ experience, she has a real ability to connect with people and listen to their needs. In addition to sharing her knowledge of life and health insurance and investments, she is always available to answer her clients’ questions.

Assureur-vie-agréé-Conseillère-en-sécurité-financière-en-assurance-et-rentes-collectives-actif-santé-financière

Micheline Rioux

Chartered Life Underwriter (C.L.U.) / Financial Security Advisor / Group Insurance and Annuities Advisor

Those who bring sunshine into the lives of others cannot keep it from themselves.
– Sir James Barry

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She wants to make the world of insurance intelligible and accessible, so that it’s easy to understand.

Customers are without doubt her priority, and she makes herself available to offer them all the support she can in matters of personal insurance.

With a wealth of experience and a knack for building relationships with her customers, she aims to meet and anticipate their personal insurance needs.

Adjointe-administrative-actif-santé-financière

Nancy Lajeunesse

Administrative Assistant

Life’s battles are not won by the strongest or the fastest, but by those who never give up.

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As well as being highly versatile, her motivation lies in the pride she takes in the teamwork she achieves. In addition to providing team support, she aspires to manage several projects simultaneously and efficiently.

Adjointe administrative

Caroline Harper

Administrative Assistant

Success isn’t about how much money you make, it’s about the difference you make in people’s lives.
– Michelle Obama

 

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Having worked in various financial sectors, including mortgages and group retirement savings for 35 years, Caroline loves challenges and diversity. Being in solution mode is her daily goal. Versatile, efficient and a team player, she stands out for her kindness, humour and patience with our customers and her peers.

Adjointe-administrative-actif-santé-financière

Angélique Leduc-Pasquier

Administrative Assistant

If you think you’re too small to have an impact, try going to bed with a mosquito in the room.
– Anita Roddick

 

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Versatile, independent and resourceful, Angélique actively contributes to the success of Actif santé financière thanks to her dynamism and joie de vivre. Focused on customer service, she knows how to put her expertise to good use in helping customers make the most of their requests.

Become a partner and part of the team

As we continue to grow, we are always on the lookout for professionals motivated to help our customers achieve financial freedom. We look forward to working with you.

View available positions or submit an unsolicited application

Available positions

Financial security advisor position

Are you looking for a combination of sales challenge and stable income? Do you enjoy providing advice on insurance, investments or both?

We have a portfolio of established clients for you: your main task will be to optimize your clients’ financial health. No cold calls.

As a financial security advisor, you’ll work in a team focused on customer service excellence.

As an employee, your remuneration will consist of a fixed salary plus a bonus program. You’ll have access to a wide range of benefits:

  • Flexible start and end times and the possibility of teleworking, so you can combine your personal and professional life;
  • Vacations starting in your first year;
  • Generous vacation policies (14 holidays instead of 8, including your birthday! )
  • A comprehensive group insurance program for you and your family, paid for in part by your employer;
  • Access to a health bank and telemedicine services;
  • A deferred profit-sharing plan with employer contribution;
  • A reimbursement bank for sports activities.

The challenges ahead:

  • Advise clients entrusted to you on their investment and personal insurance needs, by means of e-mails, calls and face-to-face meetings at their homes, offices or ours, all in line with their investor profile and personal situation;
  • Carry out direct and cross-selling within the customer base entrusted to you;
  • Work as a team with your colleagues specialized in life and health insurance and investments, to offer your customers the best possible solutions.

The profile we’re looking for:

  • Licenses issued by the Autorité des marchés financiers in insurance of persons and group savings plans;
  • Training in financial planning (an asset);
  • Minimum 2 years’ experience in insurance of persons and group savings plans (an asset);
  • Good business sense and ability to develop new opportunities;
  • Ability to work as part of a team;
  • Creativity, innovation and curiosity;
  • Functional English (an asset).