Remote Sales Representative-TD Fiscal Advisory

Job Title: Remote Sales Representative – TD Fiscal Advisory
Location: Remote (Canada-based)
Job Type: Full-Time | Remote | Flexible Hours

About Us:
TD Fiscal Advisory, part of TD Bank Group, is committed to providing personalized financial solutions for individuals and businesses. As a remote-first team, we prioritize innovation, client success, and delivering high-quality financial advisory services.

Role Overview:
We’re looking for a motivated and self-driven Remote Sales Representative to join our team. In this role, you will be responsible for generating new business, building strong client relationships, and promoting our financial services to drive growth and success.

Key Responsibilities:

• Prospect new clients and generate leads through outreach (calls, emails, social media)

• Identify client needs and offer tailored financial solutions

• Build and maintain long-term relationships with clients

• Meet or exceed sales targets and KPIs

• Collaborate with internal teams to ensure smooth service delivery

• Keep accurate records of all client interactions in CRM systems

• Provide exceptional customer support and service throughout the sales process

Qualifications:

• 2+ years of experience in sales, preferably in financial services

• Strong communication and negotiation skills

• Self-motivated with the ability to work independently and manage time effectively

• Proficiency with CRM software and MS Office Suite

• Knowledge of financial products and services is a plus

• Proven ability to meet and exceed sales goals