Job Duties
1. Monitor and identify clients and maintain client base through efficient interactions with clients and analyze any changes in clients needs.
2. Coordinate with prospects to understand individual client requirement and recommend plans to ensure achievement of all objectives.
3. Develop financial strategies and plans and recommend specific products to clients.
4. Evaluate prospect requirements of clients and determine qualified leads through efficient networking and cold calling.
5. Develop and maintain relationship with business owners, individuals, corporate executives and influential personnel with client.
6. Supervise all finance sales process and manage multiple responsibilities.
7. Perform all audit and security procedures, bank policies, federal regulations and ensure completion of work within deadline.
8. Mange all communication with bank and provide excellent customer service and resolve any customer issues.
9. Administer all clients’ queries on financial issues, manage effective resolution of all customer complaints.
10. Coordinate with other departments for and maintain efficiency on all sales procedures and activities.
11. Maintain and interpret all audit policies and ensure compliance to same.
12. Assist in service and sales process and provide training to sales personnel.
13. Monitor all communication with and administer all income expense and provide tax status.
14. Analyze all information to develop strategies and ensure achievement of all financial objectives for client.
15. Develop strategies to sell financial products like mutual funds, annuities, and insurance.
16. Administer and access comprehensive personnel and business product lines.
Education Requirement
1. Completion of secondary school and extensive general banking experience is usually required.
2. A bachelor's degree or college diploma related to commerce or economics may be required.
3. Registration with the securities regulatory authority in the province or territory of employment is usually required.
4. Completion of a loan or credit training program, ranging from six to twelve months, is usually required.
5. Various training programs and courses are offered by the Institute of Canadian Bankers and may be required by employers.
6. Financial services officers who sell regulated financial products and investments are required to be licensed by the appropriate governing body.
4 to 8 years experience required 
42,252 CAD to 83,200 CAD P.A. 
Canada
