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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Real Estate Secured Lending products and customer financial advice, while fostering a positive branch environment and maintaining compliance with regulatory guidelines. Proven ability to attract and retain customers through proactive outreach and exceptional service.
Highest-signal resume keywords
Real Estate Secured LendingCustomer Financial AdviceInvestment Funds in Canada (IFC) AccreditationCertificate in Financial Services Advice (CFSA)Customer Outreach
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Real Estate Secured LendingCustomer Financial AdviceInvestment Funds in Canada (IFC)Certificate in Financial Services Advice (CFSA)Documentation AccuracyMarket KnowledgeProactive Customer OutreachRegulatory ComplianceService-Oriented ApproachCustomer Retention Strategies
Soft Skills
CommunicationProblem SolvingTeam CollaborationCustomer Service OrientationInterpersonal Skills
Certifications & Qualifications
Investment Funds in Canada (IFC) AccreditationCertificate in Financial Services Advice (CFSA)
Industry Keywords
Customer ExperienceBranch EnvironmentFinancial ServicesHome BorrowingMarket Trends
About the role
Key responsibilities & impact- Create a consistent and exceptional customer experience in the branch, with specialty and predominant focus in home borrowing advice and experiences
- Provide advice on Real Estate Secured Lending products, investing, day-to-day banking, and TD products and services
- Ask thoughtful questions to uncover customer needs and own solutions aligned with the mandate
- Improve customer financial confidence through ongoing dialogue, answers, and advice
- Act as a subject matter expert for customers and colleagues regarding TD products, services, policies, and procedures
- Maintain a professional and inviting branch environment in accordance with premises, marketing, and regulatory guidelines
- Conduct proactive customer outreach via phone, email, and other channels
- Be present in the community for additional customer outreach
- Maintain knowledge of the local market, competitive offers, and economic trends
- Ensure customer and business documentation is accurate and retained according to policy
- Participate as a team member and support a positive, service-oriented work environment
- Attract, acquire, and retain customers, advice opportunities, and referrals to drive TD growth and market share
Requirements
What you’ll need- High School diploma and/or
- Post-Secondary or Undergraduate degree (in a related field) preferred
- 2+ years of relevant experience
- Investment Funds in Canada (IFC) accreditation or equivalent within 90 days of start date
- Certificate in Financial Services Advice (CFSA) within 6 months of start date
- Must be mobile within the Assigned District
- Geographic mobility is a condition of employment
- Internal TD candidates: IFC accreditation or equivalent prior to start date
- Internal TD candidates: CFSA prior to start date
- External candidates: IFC accreditation or equivalent within 90 days of start date
- External candidates: CFSA within 6 months of start date
Benefits
Comp & perks- Base salary
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
- Regular development conversations
- Training programs
- Online learning platform
- Mentoring programs
- Training and onboarding sessions