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, networking, data management
Preferred skills
RE5 accreditation, sales experience, driver's license
Technologies
CRM systems, MS Office suite
Responsibilities
Analyze customer problems to find best financial solutions, develop relationship management plans for potential accounts, monitor sales and market data for specific regions, conduct research to identify key themes and trends, process customer cases and resolve complex queries, tailor presentations to decision-makers within customer organizations
Seniority
Mid-level, hands-on IC