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 chance 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.
📌 Personal Financial Advisor at TD (Montreal)
🏢 TD Bank Group
📍 Montreal
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