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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing advanced advice and guidance on complex financial products and services while ensuring compliance with regulatory requirements. Capable of managing customer relationships, identifying cross-sell opportunities, and participating in process improvement initiatives.
Highest-signal resume keywords
Bilingual In English And FrenchKnowledge Of Complex Financial ProductsAbility To Provide Advice On High Complexity Financial ProductsOperational And Regulatory Risk ManagementCustomer Service Excellence
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Product KnowledgeProblem SolvingRisk AssessmentDocumentation ComplianceProcess Improvement
Soft Skills
Customer InteractionTeam CommunicationCoaching And GuidanceProfessionalismCustomer Retention
Certifications & Qualifications
Undergraduate DegreeRelevant Accreditations Or Licenses
Industry Keywords
Banking CapabilitiesCode Of ConductCustomer Needs AssessmentCross-Sell OpportunitiesDue Diligence Activities
About the role
Key responsibilities & impact- Provide sound advice during customer interactions
- Deliver courteous, efficient, and professional customer service
- Understand customers’ current and future product, advice, and service needs
- Provide advanced advice and guidance within the business area
- Resolve customer and partner problems, escalating issues when necessary
- Assess customers’ total financial situations and lifecycle needs
- Identify cross-sell opportunities and refer customers to internal bank partners
- Attract, acquire, and retain customers, advice opportunities, and referrals
- Promote the full suite of products, advice, services, and banking capabilities
- Complete business processes and procedures accurately and on time
- Identify and manage risks, escalating non-standard or high-risk activities
- Ensure documentation accurately reflects client and business intentions and complies with relevant rules and regulations
- Participate in process improvement and due diligence activities
- Keep current on emerging issues, trends, and regulatory requirements
- Support team communication, knowledge transfer, cross-training, and performance development
- Assist colleagues through training, coaching, and guidance
- Act as a brand champion for TD Insurance and TD Bank Group
- Provide inbound and/or outbound advice and service support on moderate to high complexity financial products and services
- Act as an advice process and product expert
- Generally report to a Team Manager
Requirements
What you’ll need- Must be bilingual in English and French
- Undergraduate degree and/or 2+ years relevant experience
- Roles within this job family may require various accreditations and/or licenses based on the business supported and/or regulatory requirements
- Knowledge of complex financial products and services
- Ability to provide advice and guidance on moderate to high complexity financial products and services
- Ability to identify complex problems and formulate appropriate solutions
- Ability to handle sensitive customer information and resolve exceptions
- Ability to comply with Bank and industry Code of Conduct
- Ability to manage operational and regulatory risk
- Must meet applicable provincial employment regulations and requirements
Benefits
Comp & perks- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
- Regular career, development, and performance conversations with manager
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Interview accommodations, including accessible meeting rooms and captioning for virtual interviews