Financial Services Agent – Clientele

Job Listing No: 9740000

Financial Services Agent – Clientele

Desjardins – Sherbrooke, QC – Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods. Job Level NV-04 The incumbent works in close collaboration with financial planners and sales team advisors, participating in maintaining business relationships with members and customers and carrying out sales support activities. Main Responsibilities Manage the voice mailboxes of financial planners and advisors by handling those calls that can be immediately addressed and referring others to the appropriate individual. Manage the schedules of financial planners and advisors by arranging meetings requested by members and customers, confirming t… – Temporary – Full-time

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