MFC Salaried Financial Advisor
This job is in your area. Enjoy a short commute and work close to home.
Job Description
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 ...