MFC Salaried Financial Advisor

About the role

The MFC Salaried Financial Advisor provides advice on a specific range of financial products to an allocated market, taking personal accountability for achieving results through individual effort.

Key responsibilities

• Deliver quality customer service while identifying opportunities for new business and retention.
• Process cases, handle complex queries, and resolve customer problems.
• Analyze specific problems to develop technical or professional solutions.
• Receive visitors and assist with information requests, escalating complex matters.
• Schedule follow‑up actions and record interactions in the CRM system to support retention and business development.
• Clarify customer needs, tailor presentations, and gather information to assess interest.
• Develop and implement relationship management plans for prospective accounts.
• Ensure compliance with organisational policies, regulatory codes, and obtain supervisory authorisation for exceptions.
• Monitor sales and market data for a geographic region to identify business development opportunities.
• Build a personal network, represent the organisation at sector events, and gather market intelligence.
• Conduct research to analyse key themes and trends.

Required profile

Required skills