加拿大TD银行蒙城招聘见习个人理财经理，工作条件好，待遇丰厚，快来申请吧！ - 蒙城汇

Play a key role in advising customers of high level financial solutions from a range of available investment and credit banking solutions;
By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships;
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;
Maintain professional space in common areas as per marketing and regulatory guidelines;
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;
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;
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.

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