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 (Sales & Advisory)
Builds
Financial products and services for individual customers
Domain
Financial Services / Retail Banking
Deliverable
client delivery
Required skills
Consultative selling, qualifying prospects, sales data management, regulatory compliance, customer relationship management, market analysis, strategic selling, oral communications, sales software proficiency
Preferred skills
RE5 accreditation, sales experience, own vehicle and driver's license
Technologies
MS Office suite, CRM systems
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