TD Bank Call Center Jobs – Financial Advisor

Website TD Bank

Job Description:

At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long- lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our customers and small businesses achieve their financial goals.We are looking for brand champions, relationship builders, and leading professionals with an understanding of market and economic trends that can build legendary customer experiences.

Job Responsibilities:

  • 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
  • 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
  • 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
  • Act as a point of contact for the frontline staff in handling customer problems
  • Maintain professional space in common areas as per marketing and regulatory guidelines
  • Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals
  • Strive to achieve and improve service level agreements and productivity targets
  • Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions
  • 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

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
  • Proficiency in software tools including MS Office, and internet application
  • 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

Qualification & Experience:

  • High school diploma with over 1 year of relevant experience
  • Completion of IFIC or CSC Course
  • CFSA must be completed, if hired
  • Post-Secondary or Undergraduate degree in related field is an asset

Job Details:

Company: TD Bank

Vacancy Type:  Full Time

Job Location: Kitchener, Canada

Application Deadline: N/A

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