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Manager, Personal Financial Services

2 months ago

Montreal, Quebec, Canada TD Bank Full time

Job Title: Customer Advisor

Location: Montréal, Québec, Canada

Job Type: Full-time

Hours: 37.5 hours per week

Line of Business: Personal & Commercial Banking

About the Role:

As a Customer Advisor, you will be the face of our bank, providing exceptional customer service and advice to our clients. You will be responsible for building strong relationships with our customers, understanding their financial needs, and providing tailored solutions to meet those needs.

Key Responsibilities:

  • Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD.
  • Provide sound advice with every customer interaction, contributing to an exceptional customer experience.
  • Use your 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.
  • 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.

Requirements:

  • High School diploma and/or equivalent
  • 1+ years relevant experience
  • IFIC or CSC certification
  • CFSA certification to be completed upon hire
  • Post-Secondary or Undergraduate degree (in related field) preferred

About TD:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. We deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. Our purpose is to enrich the lives of our customers, communities and colleagues.

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.

Colleague Development:

We're committed to providing the support our colleagues need to thrive both at work and at home. 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.

Training & Onboarding:

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

Accommodation:

Your accessibility is important to us. Please let us know if you'd like accommodations to help us remove barriers so that you can participate throughout the interview process.