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TD Bank Financial Advisor (FA) Trainee - Center City Region in Philadelphia, Pennsylvania


Job Title:

Financial Advisor (FA) Trainee - Center City Region

TD Description:

About TD Bank, America's Most Convenient Bank®

TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing over 9.8 million customers with a full range of retail, small business and commercial banking products and services at more than 1,100 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Auto Finance, a division of TD Bank, N.A., offers vehicle financing and dealer commercial services. TD Bank and its subsidiaries also offer customized private banking and wealth management services through TD Wealth®. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit . Find TD Bank on Facebook at and on Twitter at and .

TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit .

We offer a competitive salary and benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security with life and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; paid time off and work/life benefits to maintain a good balance.

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Department Overview:

Provide high-level financial advice / solutions and sale of a broad range of investment and credit product suites and services to existing / prospective TD Customers. This role also develops and deepens customer relationships and retains existing relationships by understanding customer's financial needs and providing suitable financial solutions. It identifies opportunities to promote Bank products and services to customers, and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive customer experience.


United States

Job Requirements:

  • Must be eligible for employment under regulatory standards applicable to the position.

High School diploma and/or

• 1+ years relevant experience


• CFSA to be completed upon hire

• Post-Secondary or Undergraduate degree (in related field) preferred



Job Description:

• Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business banking products/services or policies/procedures

• Provide sound advice with every customer interaction, contributing to an exceptional customer experience

• Use ability to discover and advise on meeting/exceeding customer needs by asking deeply curious and thoughtful questions

• Improve customer financial confidence through ongoing dialogue and by answering questions

• Engage in customer outreach (via phone, email, and other means) to discuss portfolio updates and/or additional opportunities which best service the customer's needs

• Provide total financial reviews and provide appropriate recommendations based on the customer's personal circumstances

• Ensure customer issues are resolved in an accurate and efficient manner, escalating issues where necessary

• Possess comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations

• Assist with maintaining a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines, paying attention to the office space in which the advisor occupies

• Support the frontline with transactions, as necessary

• May act as a point of escalation and support for the frontline and advice staff, ensuring customer problems are handled appropriately, when required


• Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / sales opportunities and referrals, to increase profitability and enable business growth

• Promote and offer full suite of products, sales, services and banking capabilities

• Contribute to business objectives for Operational Excellence

• Support the timely and accurate completion of business processes and procedures

• Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary

• Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations

• Identify, suggest and actively participate in process improvement opportunities

• Ensure necessary due diligence to support the accuracy of all transactions / activities

• Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts

• Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite

• Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct


• Participate fully as a member of the team, promote team effectiveness and contribute to a positive work environment

• Support the team by continuously developing knowledge in own area

• Participate in personal performance management and development activities, including cross training within own team

• Keep others informed and up-to-date about all relevant or useful information related to day-to-day activities

• Contribute to a fair, positive and equitable environment that supports a diverse workforce

• Act as a brand champion for your business area/function and the bank, both internally and/or externally


• Requires specialized expertise to provide complex transaction/ product feature advice and guidance to customers

• Requires specialized skills and expertise in a range of products, services, concepts and processes and could be characterized by moderate - high complexity / risk

• Acts as a sales process/product expert to customers and/or internal partners

• Identifies complex problems and formulates the most appropriate solution

• Acts as a team lead and/or escalation point for complex issues, coordinating the work of others


At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.

If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.

EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.





Work Location:

1900 Market Street

Business Line:


Job Category - Primary:

Wealth Management

Job Category(s):

Wealth Management

State (Primary):


City (Primary):


Job Family:

Private Investment Advice

Time Type:

Full Time

Employment Type:


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