TD Diversity Career Event - Financial Advisor Trainee Positions- EN

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Department Overview

Are you looking to propel your career, upgrade your skills, or start an exciting new journey?

If you answer ‘yes’ to any of the above questions, don’t miss our GTA wide TD Diversity Career Networking Eventthis fall!

You will gain exposure to the different career paths within our TD Retail Operations platform. You will also have the opportunity to meet with members of our senior executive leadership team, branch operations and corporate office, and get the opportunity to introduce yourself to us.

We are looking for diverse brand champions, relationship builders, and leading professionals with an understanding of market and economic trends that can build legendary customer experiences.

Join TD Canada Trust and think like a customer, act like an owner, innovate with purpose and execute with an impact.

Job Description

We will have several TD representatives at the event to discuss our Financial Advisor Trainee roles as outlined below:

Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers’ financial needs? Then join us as a Financial Advisor and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.

In This Role, You Are Expected To

• Play a key role in advising customers of high level financial solutions from a range of available investment and credit banking solutions
• By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships
• Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy
• Act as a point of contact for the frontline staff in handling customer problems
• Maintain professional space in common areas as per marketing and regulatory guidelines
• Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals
• Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization
• Strive to achieve and improve service level agreements and productivity targets
• Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions
• Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently
  

Job Requirements

• High school diploma with over 1 year of relevant experience
• Completion of IFIC or CSC Course
• CFSA must be completed, if hired
• Post-Secondary or Undergraduate degree in related field is an asset
• Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide personalized advice to customers in a fast-paced work environment
• Proficiency in software tools including MS Office, and internet application
• Tactful communicator able to exchange ideas and customer information in a concise and logical way
• A self-initiator with strong organizational, planning and time management skills
  

Additional Information

TD values diversity and we are welcoming diverse individuals from all walks of life at this exclusive event. Please send us your CV for consideration by applying directly to this posting. Don’t delay – spots fill quickly!

This is YOUR opportunity to network, make your mark and get noticed.

Additional Information

• If we find a match between your skills and experience, you will hear from us with a formal invitation to connect* And if you miss out this time, stay tuned; we’re always hungry for top-notch talent! Our needs change quickly and often. Inclusiveness
  

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. 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.