Financial Advisor

Website Toronto Dominion Bank

Job Description:

Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers’ financial needs? Then join us as a Financial Advisor and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.

Job Responsibilities:

  • Strive to achieve and improve service level agreements and productivity targets
  • Act as a point of contact for the frontline staff in handling customer problems
  • Play a key role in advising customers of high level financial solutions from a range of available investment and credit banking solutions
  • By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships
  • Maintain professional space in common areas as per marketing and regulatory guidelines
  • Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions

Job Requirements:

  • Proficiency in software tools including MS Office, and internet application
  • Post-Secondary or Undergraduate degree in related field is an asset
  • Completion of IFIC or CSC Course
  • High school diploma with over 1 year of relevant experience
  • CFSA must be completed, if hired

Job Details:

Company: Toronto Dominion Bank

Job Category: Bank

Vacancy Type: Full Time

Job Location: Winnipeg, MB, CA

Application Deadline: N/A

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