MFC Salaried Financial Adviser
Core
Provide proactive financial advice and solutions to customers within an allocated market, building strong client relationships and driving sales.
Role type
Salaried Financial Adviser
Builds
Financial products and solutions for individual customers
Domain
Financial Services / Retail Banking
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Analysis, Regulatory Compliance, CRM Data Management, Prospecting, Sales Data Management, Strategic Selling
Preferred skills
RE5 accreditation, Sales experience, Computer literacy
Technologies
MS Office suite, CRM systems
Responsibilities
Provide quality service and identify new business opportunities, Analyze customer problems to find best financial solutions, Schedule follow-ups and enter data into CRM, Tailor presentations to decision-makers and gather customer information, Develop relationship management plans for potential accounts, Monitor sales and market data for specific regions
Seniority
Entry to Mid-level, individual contributor