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Financial Services Manager
2 months ago
About the Role:
We are seeking a highly skilled and experienced Financial Services Manager to join our team at TD Bank. As a Financial Services Manager, 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 advice and guidance to customers on a range of financial products and services.
- Conduct financial reviews and provide recommendations to customers based on their individual financial circumstances.
- Develop and maintain relationships with customers to understand their financial needs and provide tailored solutions.
- Work closely with colleagues to ensure seamless delivery of financial services and products.
- Stay up-to-date with market trends and economic conditions to provide informed advice to customers.
Requirements:
- High school diploma and/or equivalent experience.
- 1+ years of experience in a financial services role.
- IFIC or CSC certification.
- CFSA certification to be completed upon hire.
- Post-secondary or undergraduate degree in a related field preferred.
What We Offer:
- A competitive salary and bonus structure.
- A comprehensive benefits package, including health and wellness benefits.
- Opportunities for career growth and professional development.
- A dynamic and supportive work environment.
About TD Bank:
TD Bank is one of the world's leading global financial institutions, with a commitment to delivering exceptional customer experiences and building long-term relationships with our clients. We are a diverse and inclusive organization, with a strong focus on community involvement and social responsibility.
