This role at TD Canada Trust focuses on building deep and lasting relationships with customers by providing comprehensive financial advice, information on products and services, and solutions to help them achieve their financial goals. Responsibilities include engaging with customers, performing service transactions, offering digital education, resolving banking-related problems, and identifying opportunities to refer customers to appropriate banking partners to ensure a positive customer experience.
Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions.,Guide customers to the appropriate staff member for resolving financial queries and banking needs, including new accounts, investment advice, and banking solutions.,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.
High school diploma and/or 1 year of relevant experience.,Post-Secondary or Undergraduate degree in a related field is an asset.,Completion of IFIC or equivalent required.,CFSA must be completed within 12 months, if hired.,Real estate secured lending and/or investment experience an asset.,Sound knowledge of advanced investing and credit processes, banking solutions, and concepts.
High school diploma
37.5 hours/week
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.