TD Bank Financial Advisor Trainee -Quebec and East Full Time in Quebec City, QC

TD Bank

Branch Quebec City QC CA

Financial Advisor Trainee -Quebec and East
Quebec City, QC

Proactively 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…

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.

Job Requirements

Customer Experience

Proactively 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 conversations

Provide sound advice at every customer interaction, contributing to a legendary customer experience

Meet the needs of customers by offering advice based on their total financial situation and possessing a thorough knowledge of customer life cycle needs

Ensure customer problems are handled appropriately, escalating issues when necessary

Possess expert knowledge of TDCT products and services, and sound knowledge of products offered by other internal bank partners

Possess comprehensive knowledge of the local market, competitive offers, and economic trends

Ensure the customer area is professional and inviting in appearance

Develop and Manage the Team/ Teamwork

Contribute to a positive working environment

Actively participate in the performance management process

Meet professional/personal development objectives by utilizing learning maps and external courses as required

Engage in and complete all internal training requirements for your role

Actively participate in regular meetings and coaching sessions

Provide guidance and support to other team members

Business 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 services

Contribute toward the achievement of branch business objectives by meeting or exceeding individual sales goals

Act as the branch resource for all large/complex customer financial needs (i.e. secured lending, mutual funds, etc.)

Identify and refer customers to internal Bank partners as appropriate

Plan and execute relationship building activities

Internal 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 losses

Be knowledgeable of and comply with Bank and industry codes of conduct and with securities laws and regulations

Understand and apply bank/branch operating policies and procedures – which may include assisting with the branch opening and closing procedures on a rotational basis

Ensure necessary due diligence is taken to support the accuracy of all customer transactions

Additional Information

It is understood that you will have flexibility to work evenings and weekends when required on a rotational basis as part of the branch team.


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.

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Employment Type: Full Time
Location: Québec City, QC, CA
Posted on: 2015-12-14
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