Current jobs related to Manager Personal Financial Services - Gatineau - TD Bank

  • Personal Financial Services Manager

    4 weeks ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:The Toronto-Dominion Bank (Canada) is seeking a highly skilled and experienced Personal Financial Services Manager to join our team. As a key member of our organization, you will be responsible for providing exceptional customer service and financial guidance to our clients.Key Responsibilities:Act as a subject matter expert in personal...

  • Personal Financial Services Manager

    2 months ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:The Toronto-Dominion Bank (Canada) is seeking a highly skilled and experienced Personal Financial Services Manager to join our team. As a key member of our organization, you will be responsible for providing exceptional customer service and financial guidance to our clients.Key Responsibilities:Act as a subject matter expert in personal...

  • Personal Banker

    5 months ago

    Gatineau, Canada BMO Financial Group Full time

    99, boulevard de l'Hopital Gatineau Quebec,J8T 7V1 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Manager Personal Financial Services- Buckingham

    5 months ago

    Gatineau, Canada The Toronto-Dominion Bank (Canada) Full time

    Description : CUSTOMER: • 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...

  • Financial Services Manager

    1 month ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch team, you will be responsible for providing exceptional customer service and financial advice to our clients.Key ResponsibilitiesAct as a subject matter expert in personal banking and...

  • Financial Services Manager

    1 month ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch team, you will be responsible for providing exceptional customer service and financial advice to our clients.Key ResponsibilitiesAct as a subject matter expert in personal banking and...

  • Financial Services Manager

    2 months ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Services Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch, you will be responsible for providing exceptional customer experiences, driving sales growth, and contributing to the overall success of our business.Key ResponsibilitiesAct as a subject matter expert in...

  • Financial Services Manager

    2 months ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Services Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch, you will be responsible for providing exceptional customer experiences, driving sales growth, and contributing to the overall success of our business.Key ResponsibilitiesAct as a subject matter expert in...

  • Financial Services Manager

    1 month ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch team, you will be responsible for providing exceptional customer service and financial guidance to our clients.Key ResponsibilitiesAct as a subject matter expert in personal banking and...

  • Financial Services Manager

    1 month ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch team, you will be responsible for providing exceptional customer service and financial guidance to our clients.Key ResponsibilitiesAct as a subject matter expert in personal banking and...

  • Financial Services Manager

    2 months ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:The Toronto-Dominion Bank (Canada) is seeking a highly skilled Financial Services Manager to join our team. As a key member of our organization, you will be responsible for providing exceptional customer experiences and driving business growth.Key Responsibilities:Act as a subject matter expert in personal banking and business banking products...

  • Financial Services Manager

    2 months ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:The Toronto-Dominion Bank (Canada) is seeking a highly skilled Financial Services Manager to join our team. As a key member of our organization, you will be responsible for providing exceptional customer experiences and driving business growth.Key Responsibilities:Act as a subject matter expert in personal banking and business banking products...

  • Financial Services Manager

    2 months ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Services Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch, you will be responsible for providing exceptional customer experiences, driving sales growth, and contributing to the achievement of business objectives.Key ResponsibilitiesAct as a subject matter expert...

  • Financial Services Manager

    2 months ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Financial Services Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch, you will be responsible for providing exceptional customer experiences, driving sales growth, and contributing to the achievement of business objectives.Key ResponsibilitiesAct as a subject matter expert...

  • Senior Financial Services Manager

    2 months ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Summary:The Toronto-Dominion Bank (Canada) is seeking a highly skilled Senior Financial Services Manager to join our team. As a key member of our organization, you will be responsible for providing exceptional customer service and financial guidance to our clients.Key Responsibilities:Act as a subject matter expert in financial services, providing...

  • Senior Financial Services Manager

    2 months ago

    Gatineau, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Summary:The Toronto-Dominion Bank (Canada) is seeking a highly skilled Senior Financial Services Manager to join our team. As a key member of our organization, you will be responsible for providing exceptional customer service and financial guidance to our clients.Key Responsibilities:Act as a subject matter expert in financial services, providing...

  • Procurement and Financial Services Coordinator

    5 months ago

    Gatineau, Canada CÉGEP Heritage College Full time

    Cégep Heritage College is located in Gatineau, Québec, next to the National Capital Region’s Gatineau Park. It is the region’s only public, tuition-free, English-language college, offering innovative and personalized instruction across 19 Career, Pre-University and Continuing Education programs in its modern, state-of-the-art facilities. Cégep...

  • Customer Service Representative

    3 days ago

    Gatineau, Canada BMO Financial Group Full time

    320 boulevard Saint-Joseph Gatineau Quebec,J8Y 3Y8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Mngr Personal Financial Srvcs Trainee I- Gatineau

    5 months ago

    Gatineau, Canada TD Bank Full time

    **Mngr Personal Financial Srvcs Trainee I- Gatineau & Hull**: - 426315BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 125 Boulevard du Plateau, 1328 Boulevard de la Verendrye Est (Gatineau), 136 Avenue Lepine, 181 Rue Principale, 25 Chemin De La Savane, 349 Boulevard St Joseph, 55 Boulevard de la Gappe, 750 Montee...

  • Financial Services Representative

    5 months ago

    Gatineau, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

Manager Personal Financial Services

3 months ago

Gatineau, Canada TD Bank Full time

Work Location:

Gatineau, Quebec, Canada

Hours:

37.5

Line of Business:

Personal & Commercial Banking

Pay Details:

We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

Job Description:

CUSTOMER:
• 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
SHAREHOLDER:
• 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
EMPLOYEE TEAM:
• 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
BREADTH & DEPTH
• 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 and providing coaching to maintain service, process and product standards
• Uses insights into how the customer or sales team integrates with other teams to coordinate efforts and resources to achieve shared objectives
• Has direct impact on the quality of the duties performed, or services provided, to the sales team and the unit supported
• Implements sales and customer service procedures and approaches to complete work
• Requires tact to exchange ideas and customer information in a concise and logical way; handling of sensitive customer information and resolution of exceptions
• Generally requires specific formal certifications at this level of expertise
• Generally reports to an Assistant Branch Manager or Branch Manager
EXPERIENCE & EDUCATION:
• High School diploma and/or
• 1+ years relevant experience
• IFIC or CSC• CFSA to be completed upon hire
• Post-Secondary or Undergraduate degree (in related field) preferred

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we're committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.


Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you

Language Requirement:

*Remarque: Étant donné que cet affichage concerne de futurs postes vacants et qu'il servira à pourvoir de nombreux postes aux exigences comparables à l'avenir, nous invitons les candidats bilingues et francophones à poser leur candidature. Lorsqu'un poste sera à pourvoir, une évaluation des besoins en matière de langue sera effectuée pour déterminer si la connaissance d'une autre langue que le français est exigée. / Note: As this posting is for future openings and will be used to fill multiple future positions with like job requirements, we invite both bilingual and French only speaking candidates to apply. As individual positions are identified to be filled, a language needs assessment will be conducted at that time to determine whether that position will require knowledge of a language other than French.