Salaried Financial Advisor – MFC

About the role

The MFC Salaried Financial Advisor provides advice on a specific range of financial products to an allocated market, delivering high‑quality service while driving new business and supporting client retention.

Key responsibilities

• Provide advice on a specific range of financial products to an allocated market.
• Deliver high‑quality customer service, identify opportunities for new business and support retention.
• Process cases, handle complex queries and resolve customer problems.
• Analyze problems to propose technical or professional solutions.
• Receive and assist visitors, referring complex matters to colleagues.
• Enter follow‑up actions and relevant data into the CRM system to maintain accurate call plans.
• Conduct sales calls, tailor presentations to decision‑makers and gather information on customer needs.
• Develop and implement relationship‑management plans for prospective accounts.
• Ensure compliance with organisational policies and regulatory codes.
• Monitor sales and market data for the assigned geographic region and identify business development opportunities.
• Represent the organisation at sector events and gather market intelligence.

Required profile

• Accountable for achieving results through individual effort.
• Strong customer‑service orientation with ability to handle complex queries.
• Analytical mindset for problem solving and solution design.
• Good communication skills for presenting to decision‑makers and influencers.
• Understanding of compliance and regulatory standards in financial services.

Required skills