Advisor, Business development and sales support
Hybrid · Canada
Core
Serve and maintain business relationships with members and clients, selling products and services through multiple distribution channels while balancing sales objectives with risk management and client satisfaction.
Role type
Senior business development and sales advisor
Builds
Integrated service offers and personalized solutions for clients with complex needs
Domain
Financial services / Mutual fund sales
Deliverable
client delivery
Required skills
Client relationship management, data analysis and reporting, portfolio oversight, industry trend monitoring, solution strategy, negotiation
Preferred skills
Interpersonal savvy, action orientation, collaborative approach
Technologies
Data analysis tools, reporting systems