- Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently
- Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy
- Act as a point of contact for the frontline staff in handling customer problems
- Strive to achieve and improve service level agreements and productivity targets
- Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions
- Play a key role in advising customers of high level financial solutions from a range of available investment and credit banking solutions
- Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals
- Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization
- By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships
- Maintain professional space in common areas as per marketing and regulatory guidelines
- CFSA must be completed, if hired
- Completion of IFIC or CSC Course
- A self-initiator with strong organizational, planning and time management skills
- High school diploma with over 1 year of relevant experience
- Tactful communicator able to exchange ideas and customer information in a concise and logical way
- Proficiency in software tools including MS Office, and internet application
- Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide personalized advice to customers in a fast-paced work environment
- Post-Secondary or Undergraduate degree in related field is an asset
-
Optometrist Ownership Opportunity
5 days ago
Specsavers Barrie, Canada**Location: Alliston, ON - Alliston Mills Shopping Centre** · **Your opportunity and clinic** · At Specsavers, we have a dedicated support team to make the daunting aspects of ownership straightforward. As an Optometry Partner, you can be an independent owner without worrying abo ...
-
Canada Revenue Agency Barrie, Canada**Group and level** · SU-003 · **Location** · Barrie, Belleville, Hamilton, Kingston, Kitchener/Waterloo, London, Mississauga, North York, Ottawa, Peterborough, Scarborough, St. Catharines, Sudbury, Thunder Bay, Toronto, and Windsor · **Appointment Type** · Student: Student · **C ...
-
The Bayley-Hay Team Barrie, Canada**Job Opportunity for Real Estate Agents in Barrie, Ontario and Surrounding Areas** · Are you a driven and passionate real estate professional looking to elevate your career in the beautiful regions of Barrie, Innisfil, Orillia, and Wasaga Beach? Look no further We are growing an ...
-
Dentist - Dental Associate Opportunity
5 days ago
Westlake Dental Group Innisfil, CanadaWe are a vibrant dental clinic that's been making smiles brighter for the past 5 years, and we are on the hunt for a fantastic Dental Associate to join our family. If you're looking to work in a place that feels more like a fun gathering than a stern office, then keep reading · * ...
-
Psychiatry Opportunities
3 days ago
Waypoint Centre for Mental Health Care Penetanguishene, Canada**Locum and Permanent Staff Opportunities at Waypoint Centre for Mental Health Care, Penetanguishene Ontario** · Waypoint Centre for Mental Health Care, located in Penetanguishene, Ontario is seeking locum and permanent psychiatrists (full time, part time) in our Acute Assessment ...
-
Physician Opportunities Available
3 days ago
Georgian Bay General Hospital Midland, CanadaWe are currently seeking physicians in the following areas/specialties: · - Emergency Medicine · - Family Medicine · - Hospitalist · - Internal Medicine · - Anesthesia · - Obstetrician / Gynecologist · Job Requirements: · **About the Hospital**: · GBGH is a 113-bed community hosp ...
-
Opportunities and Funding Specialist
3 days ago
Dnaagdawenmag Binnoojiiyag Child & Family Services Rama, CanadaApplications though this website will not be accepted. · Reporting to the Payroll Supervisor, the Opportunities & Funding Specialist is responsible for addressing existing access gaps for services for children, youth, and their families through several program service areas i.e., ...
-
Gérant de Magasin, Orillia
1 day ago
Bell Canada Barrie, CanadaCode de demande: 412031 · Chez Bell, on ne se contente pas de construire des réseaux de calibre mondial, d'élaborer des services novateurs et de créer du contenu pour des médias multiplateformes : on transforme la façon dont les Canadiens communiquent entre eux et avec le reste d ...
-
Représentant, Surface de Vente
6 days ago
Staples Canada Barrie, Canada: · **À propos de nous** · Staples/Bureau en Gros est l'Entreprise du travail et de l'apprentissage; nous sommes des partenaires dynamiques et inspirants pour nos clients et les collectivités dans lesquelles nous vivons. Chez Staples/Bureau en Gros, nous inspirons les gens à tra ...
-
Conseiller en Technologie
3 days ago
Staples Canada Barrie, Canada: · **À propos de nous** · Staples/Bureau en Gros est l'Entreprise du travail et de l'apprentissage; nous sommes des partenaires dynamiques et inspirants pour nos clients et les collectivités dans lesquelles nous vivons. Chez Staples/Bureau en Gros, nous inspirons les gens à tra ...
-
Technicien, Vitre D'auto N1
1 day ago
Belron Barrie, CanadaReady to tap into your best and drive your career forward? · Automotive glass technology is helping transform how we experience the road. At Belron Canada, we take this seriously, which is why we invest tirelessly on developing, certifying and advancing an elite force of highly t ...
-
Chick-fil-a North Barrie
6 days ago
Chick-fil-A | North Barrie Barrie, Canada**Let Us Invest In You.** · Chick-fil-A North Barrie is a locally owned and operated quick service restaurant, widely recognized for it's original chicken sandwich and genuine hospitality. Our goal is to create a positive and safe working environment, where you will be able to le ...
-
Full Time
3 days ago
Chick-fil-A | North Barrie Barrie, Canada Full time**Let Us Invest In You.** · Chick-fil-A North Barrie, is a locally owned and operated quick service restaurant, widely recognized for it's original chicken sandwich and genuine hospitality. Our goal is to create a positive and safe working environment, where you will be able to l ...
-
Garage Door Apprentice
1 week ago
Canadoor Garage Doors Barrie, Canada**About Us**: · At Canadoor Garage Doors, we are committed to delivering an outstanding customer experience every time. We do this by bringing professionalism to the garage door industry and working with a great team · At Canadoor, we are committed to offering our clients product ...
-
Prepper (%) - Can
6 days ago
Assured Automotive Barrie, CanadaAssured Automotive, ON South Barrie · **Job Description**: · ** Industry Leading Compensation, Benefits & Training ** · We are seeking a qualified Auto Body Refinish Prepper to join our winning team. We offer opportunities to Maximize your Earning Potential with competitive compe ...
-
Banking Advisor
3 days ago
Royal Bank of Canada Barrie, Canada**Job Summary** · **What is the opportunity?** · This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking, credit, and investment needs. As an RBC ambas ...
-
National Account Executive Entegra
1 week ago
Entegra, Procurement Services Barrie, CanadaCompany Description · **Grow your career with a company that shares your passion** Entegra is growing and has an exciting new opportunity to join the Sodexo team as our **National Account Executive **with a remote work opportunity along with some potential meetings access to our ...
-
Overnight Foot Patrol Security Guard
3 days ago
GardaWorld Barrie, Canada**Are you ready to suit up?**: · If you are seeking a job where no two days are the same and have the opportunity to work in a beautiful picturesque setting - this one is for you As a Security Guard on foot patrol, you will work to ensure the safety of key facilities in an area a ...
-
Client Advisor
2 days ago
Royal Bank of Canada Barrie, Canada**Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...
-
Bell Canada Barrie, Canada**Req Id**:411734 · At The Source, we believe that the right tech makes all the difference and exist to help Canadians discover the endless possibilities of tech. We carry the latest tech, offer advice across all categories and networks, and put our customers first to ensure they ...
Job Opportunities - Barrie, ON, Canada - TD Bank
Description
Job Description:
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Then join us as a Financial Advisor and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.
[ads1]Job Responsibilities:
Job Requirements:
Job Details:
Company: TD Bank
Vacancy Type: Full Time
Job Location: Barrie, ON, CA
Application Deadline: N/A
[ads2]#J-18808-Ljbffr
