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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 hours 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
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 Additional language skills are considered an asset
Opportunities available across the Calgary market; please indicate any preferences regarding location.
Candidates who have flexibility with location and are mobile throughout the entire city of Calgary & surrounding communities of Chestermere, Cochrane, Okotoks, and High River, are preferred.
It is understood that you will have flexibility to work on a rotational basis as part of the branch team.
Branch hours may vary depending on location. Extended hours are Monday to Friday 8am to 8pm, Saturdays 8am to 4pm and Sundays 11am to 4pm.
Current or previous experience in financial services industry is required.
University degree or community college diploma in a related field is an asset.
Investment Funds in Canada (IFC) or Canadian Securities Course (CSC) accreditation is required. Please include copy of certificate (either IFC or CSC) 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.
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.