Retail CSR at Park Insurance providing personal lines insurance in Burnaby. Responsible for sales, customer service, and insurance evaluation duties.
About the role
- Senior Personal Banker at TD Canada Trust focusing on investment advice and customer financial goals. Creating exceptional customer experiences and improving financial confidence through ongoing dialogue and expert knowledge.
Responsibilities
- Create a consistent and exceptional customer experience in the branch, with specialty and predominant focus in investment advice and experiences
- Requires deep knowledge and expertise of investment products; with in-depth knowledge of Real Estate Secured Lending, day-to-day banking, and all other TD products and services
- Ask thoughtful questions to uncover and understand Customer needs, owning solutions that align to mandate and bringing in an expert for needs outside of capability
- Improve customer financial confidence through ongoing dialogue and by answering questions and providing advice
- Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD
Requirements
- High School diploma and/or Post-Secondary or Undergraduate degree (in related field) preferred
- 2+ years relevant experience
- Financial Planning II (FP II) post-appointment within 12 months
- Investment Funds Canada (IFC) or equivalent
- Certificate in Financial Services Advice (CFSA)
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development opportunities
- Reward and recognition programs
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