MFC Salaried Financial Advisor
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 Advisor
Builds
Financial products and solutions for individual customers
Domain
Financial Services / Retail Banking
Deliverable
client delivery
Required skills
Consultative selling, customer relationship management, regulatory compliance, market analysis, CRM data management, prospecting, sales data management
Preferred skills
RE5 accreditation, sales experience, computer literacy (MS Office)
Responsibilities
Analyze customer problems to find best financial solutions, develop relationship management plans for potential accounts, monitor sales and market data for specific regions, conduct research to identify key themes and trends, enter customer information into CRM systems, represent the organization at business sector events
Seniority
Mid-level, individual contributor