Develop, maintain, and expand internal and external relationships within a specified geographic territory through strategic contact with mass market/mass affluent Financial Advisors
Job Summary
Develop, maintain, and expand internal and external relationships within a specified geographic territory through strategic contact with mass market/mass affluent Financial Advisors.
Educate advisors on investment lending products/strategies, assist with sales, and conduct meetings to drive sales and solidify advisor relationships.
Ensure compliance with all best practices, industry and bank compliance, industry knowledge, and internal policies and procedures.
Matching Summary
Develop, maintain, and expand internal and external relationships within a specified geographic territory through strategic contact with mass market/mass affluent Financial Advisors.
Skills & Requirements
Must-have
Investment and RSP loans
Territory management skills
Educate advisors on lending products
Achieve sales and activity goals
Develop quarterly and yearly business plans
AML/KYC/KYA guidelines adherence
Nice-to-have
Consultative and engaging ambassador
Foster meaningful relationships
Drive sales and understand advisor practices
Create and innovate marketing campaigns
Collaborate with other business units
Key Requirements
Minimum of 2 years previous sales experience
Post-secondary education or equivalent work experience
Fluency in English and Mandarin (written and spoken)