MFC Salaried Financial Adviser
Core
Provide proactive financial advice and solutions to customers within an allocated market, building strong relationships to achieve sales targets and retention.
Role type
Salaried Financial Adviser
Builds
Financial products and services tailored to customer goals
Domain
Financial Services / Retail Banking
Deliverable
client delivery
Required skills
Consultative selling, customer relationship management, regulatory compliance, sales data management, strategic selling, qualifying prospects, oral communications
Preferred skills
RE5 accreditation, sales experience, computer literacy (MS Office)
Technologies
CRM systems, business intelligence tools, MS Office suite
Responsibilities
Analyze customer problems to find best financial solutions, schedule follow-up actions and enter data into CRM, develop relationship management plans for potential accounts, monitor sales and market data for specific regions, represent the organization at business sector events, conduct research to analyze key themes and trends
Seniority
Mid-level, individual contributor