MFC Salaried Financial Advisor (Talent Pool)
Core
Provide proactive financial advice and solutions to customers within an allocated market, building strong client relationships and achieving sales targets.
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, sales data management, prospecting, strategic selling
Preferred skills
RE5 accreditation, sales experience, computer literacy
Technologies
CRM systems, 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, ensure work adheres to regulatory codes and procedures
Seniority
Mid-level, individual contributor