Financial Advisor Trainee

Website Toronto Dominion Bank

Job Description:

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.

Job Responsibilities:

  • 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
  • Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions
  • Strive to achieve and improve service level agreements and productivity targets

Job Requirements:

  • A self-initiator with strong organizational, planning and time management skills
  • High school diploma with over 1 year of relevant experience
  • CFSA must be completed, if hired
  • Completion of IFIC or CSC Course

Job Details:

Company: Toronto Dominion Bank

Job Category: Bank

Vacancy Type: Full Time

Job Location: Vaughan, ON, CA

Application Deadline: N/A

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