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Financial Advisor/Personal Financial Services-Trainee-Greater Montreal Full-time Job

3 months ago Financial Services Montréal   2K views
Job Details

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 Financial Advisor and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.

In this role, you are expected to:
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; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy
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
Strive to achieve and improve service level agreements and productivity targets
Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions
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

Job Requirements

High school diploma with over 1 year of relevant experience
Completion of IFIC or CSC Course
CFSA must be completed, if hired
Post-Secondary or Undergraduate degree in related field is 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 are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

Company Description
TD is the sixth largest bank in North America by branches and serves over 22 million customers in three key businesses operating in a number of locations in financial centres around the globe:
- Canadian Retail, including TD Canada Trust, TD Auto Finance Canada, TD Wealth, TD Direct Investing, and TD Insurance;
- U.S. Retail, including TD Bank, America's Most Convenient Bank, TD Auto Finance U.S., and an investment in TD Ameritrade; and
- Wholesale Banking, including TD Securities.