Financial Advisor Work From Home (Lethbridge)

Financial Advisor Work From Home (Lethbridge)

24 Oct
|
The Toronto-Dominion Bank (Canada)
|
Lethbridge

24 Oct

The Toronto-Dominion Bank (Canada)

Lethbridge

Personal & Commercial Banking Pay Details: $50,600
- $71,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. Department Overview: At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience. Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact. Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns. 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 Increase customer financial confidence by providing personalized financial advice, answering customer questions,



and addressing their concerns; 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 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 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 High school diploma and/or 1 year of relevant experience Post-Secondary or Undergraduate degree in related field is an asset Real estate secured lending and/or investment experience an asset 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 At TD,



we recognize there is more work to be done on our collective journey towards Truth and Reconciliation. That's why, we're applying our business, people and philanthropy to help create a more inclusive and sustainable tomorrow for First Nation, Inuit, and Métis communities across Canada. We believe this is a key step forward on our journey towards Truth and Reconciliation. We treat colleagues with the same care, warmth and respect that we show our customers, and we know that caring colleagues and supportive’leaders are what makes TD unique. To learn more, visit Indigenous Talent at TD. TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and wellbeing benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive perks plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. If you’re interested in a specific career path or are looking to build certain

📌 Financial Advisor Work From Home (Lethbridge)
🏢 The Toronto-Dominion Bank (Canada)
📍 Lethbridge

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