MFC Salaried Financial Advisor

Job Description

Provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through own efforts.

Responsibilities

• Customer Service

  Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.

• Solutions Analysis

  Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.

• Receiving Visitors

  Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

• Customer Relationship Management (CRM) Data

  Schedule follow-up actions and enter relevant information into the CRM system after each contact with a ...