Tuesday , January 19 2021

TD Opportunities – Financial Planner

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:

  • Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently
  • Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions
  • Maintain professional space in common areas as per marketing and regulatory guidelines
  • Play a key role in advising customers of high level financial solutions from a range of available investment and credit banking solutions
  • Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy
  • Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals
  • Act as a point of contact for the frontline staff in handling customer problems
  • Strive to achieve and improve service level agreements and productivity targets
  • By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships
  • Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization

Job Requirements:

  • Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide personalized advice to customers in a fast-paced work environment
  • CFSA must be completed, if hired
  • Tactful communicator able to exchange ideas and customer information in a concise and logical way
  • A self-initiator with strong organizational, planning and time management skills
  • 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

Job Details:

Company: TD Bank

Vacancy Type:  Full Time

Job Location: Calgary, Alberta, CA

Application Deadline: N/A

Apply Here

getyourvacancy.com