Job Description: At TD, our legendary customer experience and reputation as a global banking leader comes from the trust and loyalty we earn from our customers. As a trusted Investment Specialist, we'll ensure you always have the opportunity to reach your potential and uphold this trust Job Responsibilities: When it comes to creating highly personalized client investment strategies, on a day to day basis you'll provide investment recommendations, open new investing accounts, and initiate transfers of assets from other financial institutions. As a natural relationship builder you will identify referral opportunities to other TD lines of business, such as branch and wealth partners. Above all else, your responsibility as an Investment Specialist is to deliver an extraordinary client experience – by fostering a relationship of advice, trust and confidence with your clients. As an experienced advisor, you thrive providing investors with professional guidance and advice. As a proven business developer your primary goal will be to consolidate assets held outside of TD through key prospecting activities such as lead generation, phone outreach, centre of influence and community development, customer referrals, and TD partner engagement. As an influencer in your community, building relationships comes naturally for you. You are a dynamic and dedicated professional who will find the right solutions for your clients every time. Job Requirements: Contribute to the achievement of TD LEI goals by modelling LEI attributes and behaviours while strengthening customer loyalty Ability to guide customers through the planning process and provide suitable recommendations to clients with <$250K in investable assets Successful completion: of PFP within 24 months Communicate in a clear and understandable manner, keeping pace with the customer, speaking clearly; verifying customer understanding and agreement as appropriate Provide exceptional money-in advice at every customer interaction Possess comprehensive understanding of the local market, competitor offers, and economic trends Build and maintain expert knowledge of the markets and our products and services to be able to effectively and efficiently assist our customers Exercise strong judgement to deliver mobile-based customer interactions/experience Deepen investment relationships with TD customers by offering investment advice and consolidating OFI assets Mutual funds license (IFIC, CSC or equivalent) required Prospect, identify and onboard new TD Investment customers by using effective sales techniques and through the use of discovery and triage, including financial planning delivered through specifically designed tools and resources Customer Experience Job Details: Company: TD Bank Vacancy Type: Full Time Job Functions: Sales Job Location: Calgary, Alberta, CA Application Deadline: N/A Apply Here careersvite.com
Careers Vite – Latest Jobs 2025