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 relationship management, regulatory compliance, sales data management, prospecting, strategic selling, oral communications, qualifying prospects
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, hands-on IC
