Indigenous Discharge Planning Coordinator

Financial Advisor, Investment and Retirement Planning (FAIR)

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 requi...