Personal Financial Advisor at TD (Quebec City)

Personal Financial Advisor at TD (Quebec City)

21 Aug
|
TD Bank Group
|
Quebec City

21 Aug

TD Bank Group

Quebec City

Drive customer satisfaction in personal financial services with TD in Val-d'Or, Quebec. We are looking for a Personal Financial Advisor dedicated to helping customers reach their financial objectives.

This position requires a proactive approach to enhancing customer financial knowledge and offering tailored banking solutions. You will interact directly with clients to understand their goals, provide expert advice on investments, and ensure a seamless banking experience. This is an excellent prospect for a detail-oriented individual who thrives in a collaborative environment.

Key Responsibilities:
• Advise customers on credit and investment banking options
• Engage clients with tailored financial reviews regularly
• Address inquiries and resolve customer issues effectively




• Ensure compliance with banking guidelines and standards
• Promote an inclusive and positive workplace for all team members

Requirements:
• High school diploma plus 1 year of relevant experience
• Advanced knowledge of financial solutions and regulations
• IFIC course completion expected within one year
• Experience in real estate lending is beneficial
• Excellent organizational and communication skills

Bring your expertise in financial planning and customer service excellence to the Personal Financial Advisor role at TD in Val-d'Or.
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📌 Personal Financial Advisor at TD (Quebec City)
🏢 TD Bank Group
📍 Quebec City

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