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Financial Services Advisor
2 months ago
About the Role
We are seeking a highly skilled and experienced Financial Services Advisor to join our team at TD Bank. As a key member of our team, you will be responsible for providing exceptional customer service and financial guidance to our clients.
Key Responsibilities
- Act as a subject matter expert in financial services, providing advice and guidance to customers on a range of products and services.
- Develop and maintain strong relationships with customers, understanding their financial needs and goals.
- Provide personalized financial solutions and recommendations to customers, ensuring they achieve their financial objectives.
- Stay up-to-date with industry trends and developments, ensuring you have the latest knowledge and expertise to provide exceptional service.
- Work collaboratively with colleagues to achieve business objectives and deliver exceptional customer experiences.
- Contribute to the development and implementation of business strategies and initiatives, ensuring alignment with company goals.
- Participate in ongoing training and development to enhance your skills and knowledge, ensuring you remain at the forefront of the industry.
Requirements
- High school diploma and/or equivalent experience.
- 1+ years of experience in a related field, such as banking or finance.
- IFIC or CSC certification preferred.
- CFSA certification to be completed upon hire.
- Post-secondary or undergraduate degree in a related field preferred.
What We Offer
At TD Bank, we offer a comprehensive compensation package, including a competitive salary, benefits, and opportunities for career growth and development. We are committed to creating a diverse and inclusive work environment, where all colleagues feel valued and supported.
Why Join Us
TD Bank is a leading financial institution, dedicated to delivering exceptional customer experiences and making a positive impact in our communities. As a Financial Services Advisor, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and make a real difference in the lives of our customers.