Conseiller Financier Expert
2 days ago
TD est une banque globale qui offre des services bancaires personnels et commerciaux. Nous sommes guidés par notre vision d'être meilleure banque et par notre objectif d'enrichir la vie de nos clients, de nos collectivités et de nos collègues.
Nos valeurs
Vivre avec intégrité,
Faire preuve de résilience,
S'engager à faire la différence,
Avoir un impact positif sur les gens et les communautés que nous servons.
Rôle du Conseiller Financier Expert
Le Conseiller Financier Expert joue un rôle crucial dans l'aide aux clients à atteindre leurs objectifs financiers. Il s'agit d'un poste à responsabilités élevées qui nécessite une expertise approfondie en matière de services bancaires personnels et commerciaux.
Missions clés :
- Fournir des conseils financiers personnalisés aux clients pour les aider à atteindre leurs objectifs financiers.
- Analyser les besoins financiers des clients et recommander des solutions appropriées.
- Établir des relations solides avec les clients pour comprendre leurs besoins et attentes.
- Travailler en collaboration avec les autres départements de la banque pour fournir une expérience client exceptionnelle.
Compétences requises
- Expertise approfondie en matière de services bancaires personnels et commerciaux.
- Aptitude à analyser les besoins financiers des clients et à recommander des solutions appropriées.
- Bonne capacité de communication pour travailler en étroite collaboration avec les clients et les autres départements de la banque.
- Capacité à gérer plusieurs tâches simultanément et à prioriser les missions importantes.
Formation et expériences requises
- Universitaire ou post-secondaire en finance, comptabilité ou domaine connexe.
- Expérience pertinente dans le secteur financier (2-5 ans minimum).
- Titres professionnels tels que CFSA ou autre certificat pertinent.
Avantages
- Salaire compétitif entre 50 600 $ et 71 400 $ CAD annuels.
- Avantages sociaux généreux, y compris régimes d'épargne et de retraite.
- Opportunités de développement de carrière et de perfectionnement professionnel.
- Culture d'entreprise dynamique et collaborative.
Lieu de travail
Kingston, Ontario, Canada
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