MFC Salaried Financial Advisor (Talent Pool)
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 (IC)
Builds
Financial products and services for individual customers
Domain
Financial Services / Retail Banking
Required skills
Consultative Selling, Customer Relationship Management, Regulatory Compliance, Market Analysis, Prospecting, CRM Data Management, Strategic Selling
Preferred skills
RE5 accreditation, Sales experience, Driver's license
Technologies
MS Office suite, CRM systems
Responsibilities
Analyze customer problems to find best financial solutions, Develop and implement relationship management plans for potential accounts, Monitor and assess sales and market data for a specific region, Conduct research to identify key themes and trends, Set clear objectives for sales calls and tailor presentations, Obtain authorization for exceptions from mandatory procedures
Seniority
Mid-level, hands-on IC