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The Investment Services, Money-In Advice team is a fast paced, high volume, dynamic contact centre environment. Understanding the synergy and dependency between the customer experience, sales and operational excellence, this team uses a balanced scorecard approach to measure the health and success of our business. We are looking for enthusiastic, energetic individuals who are interested in being part of a team committed to delivering a superior customer experience.
As an Investment Consultant your responsibility will be to contribute to the Phone Channel's business results by providing prompt, courteous and an efficient experience that exceeds customer’s expectations. Contribute to effective cost and risk control through productivity and adherence to corporate processes and controls. Achieve Money-In Advice sales targets through the recommendation of appropriate products and services to meet our ever changing customer needs. Successful candidates will be able to recognize and successfully leverage opportunities to further expand our client’s business relationship with TD Canada Trust through cross-selling our additional base of personal products and services and referring appropriate customers to our Wealth partners.
Candidates are required to have successfully completed the Investment Funds Institute of Canada (IFIC). Preferred candidates will have completed the Canadian Securities Course (CSC) within the last three years or have been licensed to sell mutual funds within the last three years. Candidates will be encouraged to complete the CSC, however, this is not a requirement.
- Excellent customer service skills
- Superior interpersonal and communication skills
- Strong financial market knowledge in order to provide informational solutions and advice to all our customers
- Proven competency in sales interactions and ability to identify opportunities to grow the business in all channels (including retail/wealth partners)
- Ability to multitask and exhibit excellent attention to detail while consistently following established procedures and processing transactions
- An effective team player who enjoys taking an active and enthusiastic role in campaigns and achieving all business building initiatives
- Willing to participate in and contribute to all coaching activities
Successful candidates must be flexible to work a variety of rotating shifts between the hours of 8:00 am and 10:00 pm, Monday through Friday, Saturday and Sunday from 10:00 am to 6:00 pm, including statutory holidays.
Full flexibility required:
Monday to Friday from 8 am - 10 pm, Saturday /Sunday from 10 am -to 6 pm
Monday to Friday - 6 weeks
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Job FamilyFinancial Planning
Job Category - Primary
Finance / Accounting
Job Category(s)Finance / Accounting
Work Location3500 Steeles Avenue East Building 1