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 requiredExercising due diligence in following...