Financial Advisor
TD Bank Group
Canmore, Canada
8d ago

TD Description

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Department Overview

TD Canada Trust is TD's customer-focused personal and small business banking business. Serving more than 11 million customers nationally, TD Canada Trust provides a full range of financial products and services through its branch banking network, telephone, internet banking, and TD Green Machine’ automated banking machines.

Job Type Regular Job Status Full Time Hours 37.5 Business line TD Canada Trust Job Category - Primary Retail Banking - Financial Services Job Category(s) Retail Banking -

Financial Services Job Description As one of the senior advice providers in the branch, the Financial Advisor understands the banking and financial needs of customers, and provides appropriate advice and recommendations.

The role will be the primary contact and resource for large / complex investment and credit needs, often dealing with high value customers, and will be responsible for meeting or exceeding specific individual and team based business goals.

Consistently delivering legendary customer experiences by fostering a relationship of mutual trust and confidence is a cornerstone of this role.

The Financial Advisor reports to either the Branch Manager or Manager Financial Services. Job Requirements Customer Experience

  • Proactively demonstrate lobby leadership in the customer lounge, help & advice area and in self serve areas of the branch with the goal to deliver a legendary customer experience and create a positive First Impression’ by greeting and engaging them in a range of sales, service and informational conversations
  • Provide sound advice at every customer interaction, contributing to a legendary customer experience
  • Meet the needs of customers by offering advice based on their total financial situation and possessing a thorough knowledge of customer life cycle needs
  • Ensure customer problems are handled appropriately, escalating issues when necessary
  • Possess expert knowledge of TDCT products and services, and sound knowledge of products offered by other internal bank partners
  • Possess comprehensive knowledge of the local market, competitive offers, and economic trends
  • Ensure the customer area is professional and inviting in appearance
  • Develop and Manage the Team / Teamwork

  • Contribute to a positive working environment
  • Actively participate in the performance management process
  • Meet professional / personal development objectives by utilizing learning maps and external courses as required
  • Engage in and complete all internal training requirements for your role
  • Actively participate in regular meetings and coaching sessions
  • Provide guidance and support to other team members
  • Business Results

  • Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice on appropriate products and services
  • Contribute toward the achievement of branch business objectives by meeting or exceeding individual sales goals
  • Act as the branch resource for all large / complex customer financial needs (i.e. secured lending, mutual funds, etc.)
  • Identify and refer customers to internal Bank partners as appropriate
  • Plan and execute relationship building activities
  • Internal Practices & Processes

  • Contribute to the branch objective for Operational Excellence by adhering to Credit Compliance, audit and ROA visits, mutual fund compliance, credit compliance and non credit losses
  • Be knowledgeable of and comply with Bank and industry codes of conduct and with securities laws and regulations
  • Understand and apply bank / branch operating policies and procedures which may include assisting with the branch opening and closing procedures on a rotational basis
  • Ensure necessary due diligence is taken to support the accuracy of all customer transactions
  • Additional Information Who we're looking for :

  • A highly motivated individual, who is a self-starter with exceptional quality sales skills.
  • An independent, self-managed professional who enjoys developing new business in a fast-paced, competitive market
  • Excellent interpersonal, communication, customer service, networking and relationship management skills
  • Current or previous experience in financial services industry is an asset.
  • You have completed either Investment Funds in Canada (IFC) or Canadian Securities Course (CSC). Please include copy of certificate when submitting your application by uploading to your candidate profile.
  • If you have not already completed the CFSA course or an equivalency, employees will be required to complete CFSA within 12 months of start date.
  • Education and Accreditation IFC or CSC Inclusiveness

    At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

    We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve.

    If you require an accommodation for the recruitment / interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

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