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Money-In Advice Representative at TD Bank - ApplyBlast

Money-In Advice Representative

TD Bank

2 months ago

Montréal, Québec, Canada

Onsite

Full Time

Junior

0 applicants

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About this role

The Money-In Advice Representative provides tailored investment guidance to customers through inbound and outbound calls, helping them meet short- and long-term financial objectives. The role focuses on delivering exceptional customer service, resolving inquiries at the first point of contact, and meeting performance and compliance targets while continuously developing product knowledge and sales skills.

Responsibilities

Provide tailored investment advice to customers
Execute buy and sell orders ensuring compliance
Achieve performance and sales targets

Skills

Qualifications

IFICCSC

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).