Job Description & How to Apply Below
At TD Canada Trust, you'll develop essential banking skills while creating excellent customer experiences. You will engage with clients to understand their financial goals, provide tailored investment recommendations, and enhance overall customer confidence. This role requires deep expertise in investment products and the ability to collaborate with team members for optimal client solutions.
Key Responsibilities:
• Deliver exceptional customer service with investment advice focus
• Assess customer financial needs through thoughtful questioning
• Enhance client understanding of TD products and services
• Maintain a welcoming and professional branch environment
• Conduct proactive outreach for client portfolio updates
Requirements:
• High School diploma or related post-secondary degree
• 2+ years of relevant banking or financial experience
• Investment Funds in Canada (IFC) accreditation required
• Certificate in Financial Services Advice within 90 days
• Must be mobile within the assigned district
Join TD Canada Trust to advance your career with expertise in personal banking and investment advisory.
Position Requirements
10+ Years
work experience
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