Financial Services Advisor

2 weeks ago

Markham, Ontario, Canada TD Bank Full time
About TD Bank

At TD Bank, we're guided by our vision of being a better bank and our goal of enriching the lives of our customers, communities, and colleagues.

Job Overview

This role plays a key part in delivering exceptional customer experiences, building strong relationships, and providing personalized financial guidance to help customers achieve their goals.

Responsibilities:
  • Assist clients with day-to-day banking needs, provide tailored financial solutions, and promote TD Bank's full suite of products and services.
  • Act as a premier lobby leadership branch representative, greeting and engaging customers in conversations about advice, service, education, digital, and informational topics.
  • Train and educate clients on mobile, ATM, and online banking, as well as fostering confidence with digital and emerging banking trends.
  • Educate and promote TD Bank products and services that align with client needs, focusing on Everyday Banking products such as chequing, savings, credit cards, etc.
  • Assist with maintaining a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines.
  • Promote full suite of products, advice, services, and banking capabilities.
  • Understand and apply operating policies and procedures.
  • Escalate non-standard or high-risk transactions/activities as necessary.
Requirements and Qualifications

To succeed in this role, you'll need:

  • A broad knowledge and understanding of TD Bank's full product suite, services, and processes.
  • The ability to impact the quality, timeliness, and effectiveness of the advice team or services provided to customers.
  • Fully proficient skills gained through job-related training to perform a range of activities.
  • A Post-Secondary or Undergraduate degree (in a related field) is preferred.
Compensation and Benefits

The estimated salary for this role is $65,000 - $80,000 per year, depending on location and experience. We also offer a comprehensive benefits package, including health insurance, retirement plans, and paid time off.

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