Job Description
Job Description
- Managing multiple priorities, be proactive, client‑focused, detail‑oriented and contribute to an exceptional client experience.
- Make proactive calls to book appointments on behalf of a Financial Planner.
- Maximize opportunities to identify and spot client needs, make referrals, expand profitable relationships, and track progress against the team’s annual sales plan.
- Increase sales enablement for the Financial Planner by preparing for client meetings (Getting Ready) and supporting fulfillment of credit, investments and everyday banking solutions.
- Provide consistent sales support for client requests, act as a point of contact for client problems, and ensure accuracy of documentation with follow‑up as required.
- Exercise due diligence in following all policies and procedures and identifying/correcting operational risk areas.
- Commit to continuous learning to incre...