Personal Financial Services Specialist

1 day ago


Stockholm, Stockholm, Sweden TD Full time
Why Join Us?

At TD, we're guided by our purpose to enrich the lives of our customers, communities, and colleagues.

We're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work.

You will have the opportunity to work with a talented team of professionals who share your passion for financial planning and driven to help clients reach their financial & life goals.

Responsibilities

In this role, you will be responsible for:

  • Providing comprehensive financial planning and advice to mass affluent investing clients.
  • Building and maintaining long-term relationships through financial planning expertise.
  • Identifying business development opportunities and contributing to team and department goals.
  • Strengthening customer service and monitoring productivity while assessing efficiency and implementing continuous improvements.


  • Stockholm, Stockholm, Sweden U Trust Insurance Agency LLC Full time

    Job SummaryWe are seeking a highly skilled Financial Services Specialist to join our team at U Trust Insurance Agency LLC. The successful candidate will have a strong background in accounting and finance, with excellent analytical and communication skills.


  • Stockholm, Stockholm, Sweden Rotterdam Innovation City Full time

    Rotterdam Innovation City is looking for a Financial Services Specialist to join our Finance department. As a key member of our revenue team, you will play a vital role in supporting our customers across the globe.Your primary responsibility will be to manage customer accounts and ensure timely payments. You will work closely with our Revenue Controllers to...


  • Stockholm, Stockholm, Sweden Kraft Heinz Company Full time

    Job DescriptionWe are seeking a highly skilled Financial Services Specialist to join our team in Stockholm. As a key member of our Central Northern Europe business unit, you will be responsible for the accounting and documentation of invoices and handling the payment process.Your Key Responsibilities:Creation of Purchase Orders for all services that the...


  • Stockholm, Stockholm, Sweden SkillHuset Full time

    The ideal candidate for this role will have a solid understanding of the banking industry, credit risk management, and system documentation. As a Documentation Specialist, you will be responsible for creating and maintaining technical documentation that meets the highest standards of quality and accuracy.Key Requirements:Expertise in credit risk, financial...


  • Stockholm, Stockholm, Sweden Xoala Full time

    Xoala offers a dynamic career path in the fast-paced global finance industry. As a Regulatory Compliance Manager, you will be responsible for ensuring our operations align with Swedish financial regulations.In this role, you will oversee and manage compliance with financial laws and directives, maintaining open communication with regulatory bodies and...


  • Stockholm, Stockholm, Sweden MB Services Full time

    About MB ServicesAt MB Services, we are one of the fastest-growing outsourcing companies in Dubai, specializing in customer care services and back-office processes for global leaders. With a strong management focus, dedicated business units, and a comprehensive financial platform, we ensure client satisfaction and establish ourselves as an industry...


  • Stockholm, Stockholm, Sweden FNZ Full time

    OverviewFNZ Markets is a leading provider of financial services, offering a unique blend of technology and expertise. Our team consists of highly skilled professionals working together to deliver exceptional results.Role DescriptionThe Treasury operational role is a key part of our 1st line operations team, handling daily processes with precision and...


  • Stockholm, Stockholm, Sweden SEB group Full time

    SEB Group has a rich history dating back to 1856, driven by a commitment to customer satisfaction and long-term relationships. We strive to drive positive change by providing capital to help individuals achieve their goals and accelerate progress toward a sustainable future.Our Life & Pension business offers a range of products and services for significant...


  • Stockholm, Stockholm, Sweden Quinyx Full time

    About the RoleWe are seeking a highly motivated Financial Coordinator Specialist to join our Finance department and contribute to our revenue growth. As a member of our revenue team, you will be responsible for managing customer accounts, billing, and cash collection processes.You will work closely with our Revenue Controllers to deliver an exceptional...


  • Stockholm, Stockholm, Sweden SAVR Full time

    What We OfferWe appreciate your expertise and contribution from day one. Being part of a team with ownership for their own work is key to our success. Our Customer Experience Specialist - Financial Services role offers:Opportunities to GrowPlenty of opportunities to grow and develop your skills.Additional PerksEmployee stock options.A competitive salary...


  • Stockholm, Stockholm, Sweden Quartr Full time

    We are looking for a skilled and experienced Financial Markets Specialist to join our sales team in Stockholm. As a key member of our team, you will be responsible for providing expert advice and guidance to clients on financial markets-related matters.About the RoleYou will work closely with our product team to develop and deliver customized solutions that...


  • Stockholm, Stockholm, Sweden Goldman Sachs Group, Inc. Full time

    Key ResponsibilitiesAs a Financial Planning Specialist, you will work closely with clients to understand their financial goals and develop tailored solutions. Your responsibilities will include:Conducting financial needs analyses to identify areas for improvementDeveloping comprehensive financial plans to meet clients' objectivesProviding ongoing support and...


  • Stockholm, Stockholm, Sweden Anyfin AB Full time

    About Anyfin ABWe're on a mission to redefine financial health and make it accessible to everyone. Our goal is to provide individuals with the tools and services they need to take control of their finances and reduce their debt.As a Customer Success Specialist, you will be responsible for connecting with potential customers, understanding their financial...


  • Stockholm, Stockholm, Sweden Sandvik Full time

    About the RoleWe are seeking a Financial Planning Specialist to join our team at Sandvik Coromant. As a member of our Sales Cluster, you will play a critical role in achieving operational and financial objectives. Your responsibilities will include developing and implementing financial plans, analyzing financial data, and providing recommendations to drive...


  • Stockholm, Stockholm, Sweden BearingPoint GmbH Full time

    Job Description:We are seeking a highly skilled Senior Financial Operations Specialist to join our team. As a key member of our Finance & Risk Team, you will play a crucial role in reshaping and developing financial operations at top companies across various industries.Your Role:You will combine your financial and technical knowledge to bridge gaps between...


  • Stockholm, Stockholm, Sweden Professional Galaxy AB Full time

    About the Role:We are seeking a highly skilled Technical Project Manager to join our team at Professional Galaxy AB. As a key member of our IT operations team, you will be responsible for implementing and supporting IT operations aligned with our organization's operational standards, ways of working, and policies. This includes monitoring, maintaining, and...


  • Stockholm, Stockholm, Sweden Academic Work Full time

    Financial Regulatory Reporting SpecialistAbout the RoleThis is an exciting opportunity to join one of Sweden's leading banks as a Financial Regulatory Reporting Specialist. As a specialist, you will play a crucial role in optimizing processes, improving data flows, and enhancing ESG reporting capabilities.About the JobIn this role, you will be responsible...


  • Stockholm, Stockholm, Sweden White & Case LLP Full time

    As a Financial Services Associate at White & Case LLP, you will be part of a dynamic team providing advice to clients on complex cross-border finance transactions. Our firm has a long history of serving leading private equity funds, financial institutions, and governments worldwide.We are looking for junior associates to join our Debt Finance team in...


  • Stockholm, Stockholm, Sweden Doconomy DO Full time

    About DoconomyDoconomy is a market leader in impact technology, dedicated to driving global climate action by equipping banks with innovative financial tools that educate and foster positive change. Our groundbreaking ecosystem of tools combines expertise in behavioral science to design financial services that make it simple and enjoyable to save and invest...


  • Stockholm, Stockholm, Sweden Remote Technology Sweden AB Full time

    About the PositionWe are seeking a skilled Financial Services Executive to lead one or more of our client relationships, focusing on technology innovation and end-to-end delivery.This role reports directly to the Chief Customer Officer.As Financial Services Executive, you will lead end-to-end corporate and institutional pricing & billing program delivery,...