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Financial Solutions Specialist at TD Canada Trust

TD

montreal (administrative region), qc, Canada Full-time June 15, 2026

Found Description

Become a Financial Solutions Specialist with TD Canada Trust in Côte Saint-Luc, Quebec. Connect with customers to guide them through financial planning and investment options, enhancing their financial confidence.
This role focuses on building positive relationships with customers through personalized service and advice. You will engage clients by answering their queries and addressing concerns, ensuring their financial goals are met. As part of a collaborative team, you will foster a positive work environment while staying informed about the latest banking regulations and practices.
Key Responsibilities:
• Counsel customers on diverse investment and credit options
• Deepen relationships through engaging financial conversations
• Provide personal financial reviews and customized solutions
• Support frontline staff in resolving customer inquiries
• Adhere to compliance and marketing standards in the workspace
Requirements:
• High school diploma and relevant ex...

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