Chargement en cours, veuillez patienter...

représentant/représentante en investissements

Appellation affichée sur CareerBeacon - TD Insurance Advisor

Publiée le 13 décembre 2024 par Renseignements sur l’employeur TD Bank

Renseignements sur l’emploi

Work Location:Markham, Ontario, CanadaHours:35Line of Business:Personal &amp; Commercial BankingPay Details:$49,050 - $73,600 CADThis role is eligible for commission based earnings plus base pay earnings based on local minimum wage.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.Job Description:KEY ACCOUNTABILITIESCUSTOMERProvide sound advice with every customer interaction, contributing to an exceptional customer experienceProvide courteous, efficient, and professional customer service to ensure inquiries, advice and/or issues are managed promptly and effectively under all conditionsEngage customers/partners in conversation to understand and by asking deeply curious and thoughtful questions to meet their current and future products/ advice and/or service needs by proactively providing them with information/advice/guidanceOffer advanced knowledge and/or advice/guidance as it relates to their respective business areaEnsure customer/partner problems are handled appropriately the first time, escalating issues when necessaryExpected to meet the needs of customers/partners by offering advice/guidance based on their total financial situation and possessing a thorough knowledge of Customer/partner life cycle needsIdentify cross-sell opportunities and/or refer customers/partners to internal Bank partnersSHAREHOLDERContribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / advice opportunities and referrals, to increase profitability and enable business growthPromote and offer full suite of products, advice, services and banking capabilitiesContribute to business objectives for Operational ExcellenceSupport the timely and accurate completion of business processes and proceduresProtect the interests of the organization ? identify and manage risks, and escalate non-standard, high risk transactions / activities as necessaryEnsure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulationsIdentify, suggest and actively participate in process improvement opportunitiesEnsure necessary due diligence to support the accuracy of all customer transactions / activitiesKeep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impactsMaintain a culture of risk management and control, supported by effective processes in alignment with risk appetiteAssume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of ConductEMPLOYEE / TEAMParticipate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interestSupport the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unitKeep current on emerging trends/ developments and grow knowledge of the business, related tools and techniquesParticipate in personal performance management and development activities, including cross training within own teamKeep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activitiesCo