TD Bank Career – Investment Representative

Website TD Bank

Job Description:

TD Direct Investing provides financial services to self-directed investors who manage their own investments and personal finances. Clients can access TD Direct Investing services through a variety of channels, including the Internet, telephone and in person at any of our branches across Canada. TD Direct Investing gives clients access to the information, tools and support that empower them to invest for themselves with confidence.

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Job Responsibilities:

  • Proactively identify and adapt to the needs of the customer and offer creative solutions by learning about TD Direct Investing products and services and their applicability to customer/market situations.
  • An excellent communicator who is collaborative, with proven client service skills and the ability to assess each client’s situation and the impact of proposed transactions.
  • Identify creative sales and advice opportunities and refer customers to appropriate internal Bank partners.
  • Support the achievement of the Investor Service Centre (ISC) objectives by meeting or exceeding individual Growth the Business goals.
  • Perform client instructions in accordance with industry and TD Direct Investing trading policy.
  • Application of DI Customer Experience Index, delivering loyal and outstanding service with each client Interaction.
  • Plan for the future and contribute positively to the overall productivity of the team by maximizing individual productivity, availability and flexibility.
  • Deliver accurate, timely information on market activity and developments, company products and services and customer account information.

Job Requirements:

  • Outstanding Customer Service abilities and strong telephone skills.
  • Excellent verbal and written communication skills.
  • Ability to engage clients and provide needs based solutions.

Job Details:

Company: TD Bank

Vacancy Type:  Full Time

Job Location: London, Canada

Application Deadline: N/A

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