Personal Financial Advisor (Winnipeg)

Personal Financial Advisor (Winnipeg)

23 Aug
|
Desjardins
|
Winnipeg

23 Aug

Desjardins

Winnipeg

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 opportunity for a detail-oriented individual who thrives in a team-oriented 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 membersRequirements:- 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 skillsBring your expertise in financial planning and customer service excellence to the Personal Financial Advisor role at TD in Val-d'Or.#J-18808-Ljbffr

📌 Personal Financial Advisor (Winnipeg)
🏢 Desjardins
📍 Winnipeg

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