Job Description

Job Description

For locations across Manitoba, Ontario and Saskatchewan

What will you do?
  • Managing multiple priorities, be proactive, client-focused, detail orientated and be responsible for contributing to an exceptional client experience.
  • Make proactive calls to book appointments on behalf of a Financial Planner.
  • Maximizing opportunities to effectively identify and opportunity spot client needs, make referrals, expand profitable client relationships and track and review progress against their team’s annual sales plan.
  • Increasing sales enablement for the Financial Planner by preparing for client meetings (Getting Ready) and supporting fulfilment of the credit, investments and everyday banking solutions.
  • Providing consistent sales support to client request, act as a point of contact for client problems and ensure accuracy of documentation with follow-up as required
  • Exercising due diligence in following...

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