Description
Seller-provided details for this listing.
Description
This position reports to the Manager, Investment and Financial Planner.
Main challenges
-Increase the profitability of the portfolio assigned to you by offering sales advisory services regarding financial solutions in line with the profiles and needs of clients, as well as cross-selling services
-Act as an expert for the work team
-Apply processes and procedures in order to properly analyze client needs and, together with clients, decide on an integrated and profitable financial strategy
-Direct the implementation of action plans by involving various specialists from the Bank and its subsidiaries
-Ensure the rigorous follow-up of portfolios and establish frequent contacts with clients in order to monitor their evolving needs, and adapt already proposed financial solutions in order to ensure quality customer service
-Help identify the business potential of clients assigned to you and clients who are not
Qualifications
- Completed bachelor's degree, relevant to the function and two years relevant experience or any other relevant equivalence
- Holder of a professional designation as a financial planner (CFP, IQPF, CSC)
- Sales experience with personal objectives to reach
- Customer service experience
- Experience in an advisory role
- Experience in business development
- Experience in portfolio management
- Knowledge of financial products and services, an asset
- English (spoken and written)
[email protected]
This position reports to the Manager, Investment and Financial Planner.
Main challenges
-Increase the profitability of the portfolio assigned to you by offering sales advisory services regarding financial solutions in line with the profiles and needs of clients, as well as cross-selling services
-Act as an expert for the work team
-Apply processes and procedures in order to properly analyze client needs and, together with clients, decide on an integrated and profitable financial strategy
-Direct the implementation of action plans by involving various specialists from the Bank and its subsidiaries
-Ensure the rigorous follow-up of portfolios and establish frequent contacts with clients in order to monitor their evolving needs, and adapt already proposed financial solutions in order to ensure quality customer service
-Help identify the business potential of clients assigned to you and clients who are not
Qualifications
- Completed bachelor's degree, relevant to the function and two years relevant experience or any other relevant equivalence
- Holder of a professional designation as a financial planner (CFP, IQPF, CSC)
- Sales experience with personal objectives to reach
- Customer service experience
- Experience in an advisory role
- Experience in business development
- Experience in portfolio management
- Knowledge of financial products and services, an asset
- English (spoken and written)
[email protected]