24 Oct
|
TD Bank Group
|
Canada
24 Oct
TD Bank Group
Canada
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 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 (Canada)
🏢 TD Bank Group
📍 Canada