Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio management

Identify opportunities to refer clients to Partners (i.e., across Wealth, Retail, Small Business Banking, Commercial)

Provide ongoing comprehensive reviews of clients’ financial circumstances and create long-term relationships by providing financial planning expertise and ongoing services.

Create a legendary customer experience at every interaction and deliver a positive “First Impression’” by engaging customers in a range of sales, service and informational conversations

Provide sound advice to customers and look for ways to contribute to the ongoing improvement of the overall customer experience

Support ONE TD by identifying and referring customers to internal Bank partners as appropriate

Possess comp...