Gestionnaire, Services financiers personnels I

TD; City of Spruce Grove; On-site; CAD 52,000 - 75,000; Full time

Job summary

A leading financial institution in Spruce Grove seeks a Gestionnaire, Services financiers personnels I. In this entry-level role, you will engage with customers to provide personalized financial advice and improve their overall satisfaction. Ideal candidates have a high school diploma and relevant experience, with opportunities for growth within a supportive environment.

Benefits

Competitive benefits

Growth opportunities

Training programs

Qualifications

• High school diploma and/or 1 year of relevant experience.
• CFSA must be completed within 12 months, if hired.
• Tactful communicator able to exchange ideas and customer information.

Responsibilities

• Advise customers on high-level financial solutions.
• Engage with customers to create positive experiences.
• Provide personalized financial advice and address concerns.

Skills

Financial advising

Customer service

Communication skills

Organizational skills

Education

High school diploma

Post-Secondary or Undergraduate degree in related field

Tools

MS Office

Job description

Overview

Join to apply for the Gestionnaire, Services financiers personnels I role at TD

Location : Spruce Grove, Alberta, Canada

Schedule : 37.5 hours per week

Sector : Personal and Commercial Banking

Salary : $52,700.00 - $74,400.00 CAD

Job Description

At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.

Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.

Responsibilities

• 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

Qualifications

• High school diploma and / or 1 year of relevant experience
• Post-Secondary or Undergraduate degree in related field is an asset
• Completion of IFIC or equivalent required
• CFSA must be completed within 12 months, if hired
• Real estate secured lending and / or investment experience 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

Job Details

• Seniority level : Entry level
• Employment type : Full-time
• Job function : Finance and Sales
• Industries : Banking

About TD

La TD est un chef de file mondial dans le secteur des institutions financières... (description omitted for brevity in this refined version but kept to preserve core content)

We are committed to fair and equitable compensation and to providing growth opportunities and skill development as essential parts of the colleague experience. Our compensation policies and practices are designed to allow colleagues to progress within the salary scale over time as they improve in their roles.

Additional Information

We are excited you are considering a career at TD. We offer development conversations, training programs, and competitive benefits. If you are selected for an interview, we will follow up by email or phone to share next steps.