Develop, maintain, and expand both internal and external relationships within a specified geographic territory
Dial out to Financial Advisors 40 times per day
Conduct meetings with advisors to drive sales and understand their practices
Educate advisors on investment leverage and lending products
Assist with service cases and escalations from advisors
Participate in territory budget planning, in-person events, webinars, and email campaigns
Review and analyze sales data, reports, and other sales items
Create, analyze, and review advisor Book of Business and AUM reports
Mentor new team members and contribute to team meetings and events
Follow and comply with all best practices and guidelines

Post-secondary education or equivalent work experience in banking/insurance
Minimum of 2 years previous experience with growing a client base
Proven track record as a sales professional or high potential to become one
Ability to analyze sales data and reports
Strong knowledge of Microsoft Office, Salesforce, Power BI, and Adobe platforms
Business planning and territory management skills
Strong communication and interpersonal skills, with the ability to build and maintain relationships
Banking, investment, and Insurance knowledge is an asset
A strong passion for learning and development
Bilingualism (English and French) is required

Bilingual Investment Lending Consultant

Key skills