● 招聘公司： 加拿大TD银行 点击申请● 招聘职位： 见习个人理财经理（Financial Advisor/Manager, Personal Financial Services） ● 工作内容： - 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.
● 工作要求： - 高中以上学历，一年以上相关工作经验；
- 完成IFIC或CSC课程；
- 如果雇佣CFSA，则必须完成；
- 相关专业大专或本科学历优先；
- 了解先进的投资和信贷流程，银行解决方案和概念，以便在快节奏的工作环境中为客户提供个性化的建议；
- 熟练使用办公软件和互联网应用软件；
- 具有良好的沟通技巧，能够以简洁、合理的方式与客户交流想法和信息；
- 具有较强的组织、计划和时间管理能力。
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