MFC Salaried Financial Adviser
Core
Provide proactive financial advice and solutions to customers within an allocated market, building strong client relationships and driving sales results.
Role type
Salaried Financial Adviser
Builds
Financial products and services tailored to customer goals
Domain
Financial Services / Retail Mass Market
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, CRM Data Management, Regulatory Compliance, Market Analysis, Strategic Selling
Preferred skills
RE5 accreditation, Sales experience, Driver's license
Technologies
MS Office suite, CRM systems, Business intelligence tools
Responsibilities
Process customer cases and resolve complex queries, Analyze customer problems to recommend financial solutions, Schedule follow-ups and update CRM data, Develop relationship management plans for potential accounts, Monitor sales data for specific geographic regions, Represent the organization at business sector events
Seniority
Mid-level, individual contributor