Financial Advisor

Financial Advisor
Employment type: Full-time
City: Toronto
Last visit: 2014-10-22
Author's ads: 1

Posted: 2014-10-22


About TD Bank Group

The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group ("TD" or "the Bank"TD is the sixth largest bank in North America by branches and serves over 22 million customers in three key businesses operating in a number of locations in financial centres around the globe: Canadian Retail, including TD Canada Trust, TD Auto Finance Canada, TD Wealth, TD Direct Investing, and TD Insurance; U.S. Retail, including TD Bank, America's Most Convenient Bank, TD Auto Finance U.S and an investment in TD Ameritrade; and Wholesale Banking, including TD Securities. TD also ranks among the world's leading online financial services firms, with approximately 8 million active online and mobile customers. TD had CDN$862.0 billion in assets on October 31, 2013. The Toronto-Dominion Bank trades under the symbol ""TD"" on the Toronto and New York Stock Exchanges.

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.

Customer ExperienceProactively 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 appearanceDevelop 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 membersBusiness 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, etcIdentify and refer customers to internal Bank partners as appropriatePlan and execute relationship building activitiesInternal 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 or

At 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, and creating an environment where every employee has the opportunity to reach her/his potential.

TD is committed to providing accommodations. if you require an accommodation, we will work with you to meet your needs.

Industry: Financial Services and Banking

Job Function: Sales and Business Development