Consultant en Services Financiers - TD Canada Trust

Intégrez TD Canada Trust comme Consultant en Services Financiers à Montréal. Votre mission sera de conseiller des clients sur leurs choix d'investissement et de crédit. En tant que consultant, vous travaillerez avec des clients pour leur offrir des conseils et les orienter vers des solutions financières pertinentes. Ce rôle nécessite une approche proactive pour établir des relations de confiance tout en s'assurant des attentes de service et de conformité. Une bonne connaissance du secteur bancaire est essentielle pour réussir dans cette fonction dynamique. Key Responsibilities:

Offrir des conseils sur les produits financiers disponibles
Engager des conversations pertinentes pour mieux connaître les clients
Suivre les évolutions réglementaires et des comportements des clients
Assurer la précision dans la gestion des documents
Collaborer avec les équipes internes pour un service intégré

Requirements:

Diplôme secondaire et expérience en service client
Études post-secondaires recommandées
Certification CCSF à obtenir rapidement
Connaissances financières solides requises
Bilinguisme en français et en anglais

Utilisez vos talents en conseil financier pour influencer positivement les clients chez TD Canada Trust à Montréal. #J-18808-Ljbffr

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Vacancy posted 10 hours ago

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