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
Builds
Financial products and solutions 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, Own vehicle
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 geographic region; Enter relevant information into the CRM system after each customer contact; Obtain authorization for exceptions from mandatory procedures; Represent the organization at business sector events.
Seniority
Mid-level, individual contributor