MFC Salaried Financial Advisor (Talent Pool)
Core
Provide proactive financial advice and solutions to customers within an allocated market, building strong client relationships and recommending sound advice aligned with customer financial goals and compliance frameworks.
Role type
Salaried Financial Advisor
Builds
Financial solutions and advice for individual customers
Domain
Financial Services / Retail Mass Market
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, Regulatory Compliance, Data Exploration, Business Development, CRM Data Management, Strategic Selling
Preferred skills
RE5 accreditation, Sales experience, Driver's license
Technologies
MS Office suite, CRM systems, Business intelligence tools
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 and gather information to evaluate customer interest; Develop relationship management plans for potential accounts; Monitor sales and market data for specific regions; Conduct research to analyze key themes and trends.
Seniority
Entry to Mid-level, hands-on IC