Banquier personnel principal - crédit Immobilier

Join to apply for the Banquier personnel principal - crédit Immobilier role at TD

Détails De La Rémunération $59,500 - $84,000 CAD

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.

Lieu De Travail: Ottawa, Ontario, Canada

Horaire: 37.5

Secteur D’activité: Services bancaires personnels et commerciaux

En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.

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 Senior Personal Banker – Home Borrowing and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.

• Create a consistent and exceptional customer experience in the branch, with specialty and predominant focus in home borrowing advice and experiences
• Requires deep knowledge and expertise of the Real Estate Secured Lending products; with in-depth knowledge of investing, day-to-day banking, and all other TDCT products and services
• Ask thoughtful questions to uncover and understand Customer needs, owning solutions that align to mandate and bringing in an expert for needs outside of capability
• Improve customer financial confidence through ongoing dialogue and by answering questions and providing advice
• Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD – especially regarding both personal banking and business banking products/services or policies/procedures owned within the Branch
• Maintain a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines
• Consistently engage in proactive customer outreach (via phone, email, etc.) to discuss portfolio updates and/or additional opportunities which best service the customer's needs; responsible for being present in the community for additional customer outreach
• Maintain comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations
• Ensure documentation that is prepared and completed is accurate, properly reflects the customer/business' intentions, and retained in accordance with business policies and procedures
• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
• Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / advice opportunities and referrals, to drive growth for TD

• High School diploma and/or Post-Secondary or Undergraduate degree (in related field) preferred
• 2+ years relevant experience
• Financial Planning II (FP II) post-appointment within 12 months
• Investment Funds Canada (IFC) or equivalent
• Certificate in Financial Services Advice (CFSA)

La TD est un chef de file mondial dans le secteur des institutions financières. Elle représente la cinquième banque en Amérique du Nord. Chaque jour, nous offrons une expérience client à plus de 27 millions de ménages et d’entreprises. Nous proposons des formations et des programmes de développement pour aider les collègues à réaliser leur potentiel.

Notre programme de rémunération globale reflète les investissements que nous faisons pour aider nos collègues et leur famille à atteindre leurs objectifs en matière de bien-être mental, physique et financier. En savoir plus

Nous sommes ravis que vous envisagiez une carrière à la TD et nous avons à cœur d’aider nos collègues à réussir dans leur vie personnelle et professionnelle. Nous proposons des conversations sur le perfectionnement, des programmes de formation et des avantages sociaux compétitifs.

Exigences Linguistiques (Québec Seulement):
Sans Objet

Seniority level:
Entry level

Employment type:

Full-time

Job function:
Finance and Sales

Industries:
Banking

We’re removing barriers to help candidates participate in the process. If you require accommodations, please let us know.