Deliver value-added financial advice and solutions that are tailored to your clients
Leverage sales enablers, including sales planning, prospecting, and pre-call planning tools
Apply a continuous-improvement approach to delivering a superior client experience
Develop your needs-based sales strategy for all clients and prospects in order to grow revenue, deepen client relationships and achieve a high standard of client loyalty
A post-secondary diploma/degree.
Demonstrated sales success, meeting and exceeding sales targets, especially with respect to the acquisition of new clients, prospecting, and cold calling
Financial statement review and computer modeling and analysis experience
Experience with emerging communications and technology (i.e., web based meetings, social media, digital banking, and mobile applications)