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 cooperative workplace. 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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