• 고용형태

    정규직/계약직

  • 근무조건

    회사내규에 따름

  • 경력

    신입 ~ 경력

  • 연봉

    면접 후 결정

  • 등록날짜

    2018-07-22

  • 마감날짜

    채용시 마감
    (채용공고 참조)

Financial Advisor Trainee , 미국

채용모집 내용

본사위치 : Toronto, ON, Canada.

Auto req ID 203305BR Job Title Financial Advisor Trainee Report Location Prince George Country Canada Province/State British Columbia City1 Prince George TD DescriptionTell us your story. Don't go unnoticed. Explain why you're a winning candidate. Think "TD" if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward.

Stay current and competitive. Carve out a career for yourself. Grow with us. Here's our story: jobs.td.com Department OverviewTD Canada Trust is TD's customer-focused personal and small business banking business. Serving more than 11 million customers nationally, TD Canada Trust provides a full range of financial products and services through its branch banking network, telephone, internet banking, and ‘TD Green Machine’ automated banking machines. Job Type Regular Job Status Full Time Hours 37.50 Flexible Work Options N/A Travel % Not Applicable Business line TD Canada Trust Job Category - Primary Retail Banking - Financial Services Job Category(s) Retail Banking - Financial Services Job Description As one of the senior advice providers in the branch, the Financial Advisor understands the banking and financial needs of customers, and provides appropriate advice and recommendations. The role will be the primary contact and resource for large/complex investment and credit needs, often dealing with high value customers, and will be responsible for meeting or exceeding specific individual and team based business goals. Consistently delivering legendary customer experiences by fostering a relationship of mutual trust and confidence is a cornerstone of this role. The Financial Advisor reports to either the Branch Manager or Manager Financial Services. Job Requirements Customer Experience

Proactively demonstrate lobby leadership in the customer lounge, help & advice area and in self serve areas of the branch with the goal to deliver a legendary customer experience and create a positive “First Impression’” by greeting and engaging them in a range of sales, service and informational conversationsProvide sound advice at every customer interaction, contributing to a legendary customer experienceMeet the needs of customers by offering advice based on their total financial situation and possessing a thorough knowledge of customer life cycle needsEnsure customer problems are handled appropriately, escalating issues when necessaryPossess expert knowledge of TDCT products and services, and sound knowledge of products offered by other internal bank partnersPossess comprehensive knowledge of the local market, competitive offers, and economic trendsEnsure the customer area is professional and inviting in appearance

Develop and Manage the Team/ Teamwork

Contribute to a positive working environmentActively participate in the performance management processMeet professional/personal development objectives by utilizing learning maps and external courses as requiredEngage in and complete all internal training requirements for your roleActively participate in regular meetings and coaching sessionsProvide guidance and support to other team members

Business Results

Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice on appropriate products and servicesContribute toward the achievement of branch business objectives by meeting or exceeding individual sales goalsAct as the branch resource for all large/complex customer financial needs (i.e. secured lending, mutual funds, etc.)Identify and refer customers to internal Bank partners as appropriatePlan and execute relationship building activities

Internal Practices & Processes

Contribute to the branch objective for Operational Excellence by adhering to Credit Compliance, audit and ROA visits, mutual fund compliance, credit compliance and non credit lossesBe knowledgeable of and comply with Bank and industry codes of conduct and with securities laws and regulationsUnderstand and apply bank/branch operating policies and procedures – which may include assisting with the branch opening and closing procedures on a rotational basisEnsure necessary due diligence is taken to support the accuracy of all customer transactions

Additional Information It is understood that you will have flexibility to work evenings and weekends when required on a rotational basis as part of the branch team. InclusivenessAt 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.
*Province/State (Primary) British Columbia
City (Primary) Prince George


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TD Bank

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Check Out Our Careers Page TD is the sixth largest bank in North America by branches, serving approximately 24 million customers in a number of locations in key financial centres around the globe. Our mission is to give our clients the best banking experience possible, every day. To do that, we depend on our team of more than 85,000 talented, ambitious people who share our passion for excellence. Whether you have years of banking experience or are just starting your career in financial services, we’ll help you realize your full potential and achieve your career goals. From mentorship and training programs to leadership development, you’ll receive everything you need to succeed. We’ll help you become the best you can be, because a better you means a better us.


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