![TD Bank](https://media.trabajo.org/img/noimg.jpg)
Manager, Personal Financial Services
3 weeks ago
401663BR
Retail Banking - Financial Services
Saint-eustache, QC
March 2, 2023
Company Overview
Department Overview
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long
- lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our customers and small businesses achieve their financial goals.
We are looking for brand champions, relationship builders, and leading professionals with an understanding of market and economic trends that can build legendary customer experiences.
Join TD Canada Trust and think like a customer, act like an owner, innovate with purpose and execute with an impact.
**Job Description**:
In this role, you are expected to:
- Play a key role in advising customers of high level financial solutions from a range of available investment and credit banking solutions
- By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships
- Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy
- Act as a point of contact for the frontline staff in handling customer problems
- Maintain professional space in common areas as per marketing and regulatory guidelines
- Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals
- Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization
- Strive to achieve and improve service level agreements and productivity targets
- Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions
- Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently
**Requirements**:
- High school diploma with over 1 year of relevant experience
- **Completion of IFIC or CSC Course**:
- CFSA must be completed, if hired
- Post-Secondary or Undergraduate degree in related field is an asset
- Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide personalized advice to customers in a fast-paced work environment
- Tactful communicator able to exchange ideas and customer information in a concise and logical way
- A self-initiator with strong organizational, planning and time management skills
- Bilingual (French and English)
Hours
37.5
Inclusiveness
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
-
Customer Service Representative
2 weeks ago
Saint-Eustache, Canada BMO Financial Group Full time583 boul Arthur Sauve St-Eustache Quebec,J7P 4X5 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
1 month ago
Saint-Lambert, Canada TD Full timeLieu de travail:Saint-Lambert, Québec, CanadaHoraire:37.5Secteur d’activité:Services bancaires personnels et commerciauxDétails de la rémunération :Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec...
-
Manager, personal financial services
1 month ago
Saint-Lambert, Canada TD Full timeLieu de travail:Saint-Lambert, Québec, CanadaHoraire:37.5Secteur d’activité:Services bancaires personnels et commerciauxDétails de la rémunération :Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec...
-
Manager, personal financial services
1 month ago
Saint-Lambert, Canada TD Full timeLieu de travail:Saint-Lambert, Québec, CanadaHoraire:37.5Secteur d’activité:Services bancaires personnels et commerciauxDétails de la rémunération :Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec...
-
Manager, personal financial services
3 weeks ago
Saint-Lambert, Canada TD Full timeLieu de travail:Saint-Lambert, Québec, CanadaHoraire:37.5Secteur d’activité:Services bancaires personnels et commerciauxDétails de la rémunération :Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec...
-
Manager, personal financial services
3 weeks ago
Saint-Lambert, Canada TD Full timeLieu de travail:Saint-Lambert, Québec, CanadaHoraire:37.5Secteur d’activité:Services bancaires personnels et commerciauxDétails de la rémunération :Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec...
-
Client Financial Services Agent
2 months ago
Saint-Eustache, Canada Desjardins Full timeAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...
-
Saint-Laurent, Canada TD Bank Full time**Manager, Personal Financial Services - Marcel-Laurin Ville St-Laurent**: - 425944BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 1900 Marcel-Laurin Boulevard **Employment Type** - Regular **City** - St-Laurent **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** -...
-
Manager,personal Financial Services Trainee
3 weeks ago
Saint-Laurent, Canada TD Bank Full time**Manager,Personal Financial Services Trainee - Ville St-Laurent**: - 415632BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 1900 Marcel-Laurin Boulevard **Employment Type** - Regular **City** - St-Laurent **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Onsite **Pay...
-
Manager, personal financial services
1 month ago
Saint-Lambert, QC, Canada TD Full timeLieu de travail: Saint-Lambert, Québec, Canada Horaire: 37.5 Secteur d’activité: Services bancaires personnels et commerciaux Détails de la rémunération : Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation...
-
Saint-Laurent, Canada TD Bank Full time425944BR Retail Banking - Financial Services Saint-Laurent, QC November 23, 2023 Hours 37.5 Workplace Model Onsite Pay Details Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial...
-
Représentant(E) Service à La Clientèle
2 months ago
Saint-Eustache, Canada BMO Financial Group Full time583 boul Arthur Sauve St-Eustache Quebec,J7P 4X5 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 Trainee
3 weeks ago
Saint-Laurent, Canada TD Bank Full time415632BR Retail Banking - Financial Services Saint-Laurent, QC August 1, 2023 Hours 37.5 Workplace Model Onsite Pay Details Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions,...
-
Manager, personal financial services
5 days ago
Saint-Lambert-de-Lauzon, Quebec, Canada TD Full timeLieu de travail:Saint-Lambert, Québec, CanadaHoraire:37.5Secteur d'activité:Services bancaires personnels et commerciauxDétails de la rémunération :Nous avons à cœur d'offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre...
-
Assistant Branch Manager
2 months ago
Saint-Eustache, Canada BMO Financial Group Full time583 boul Arthur Sauve St-Eustache Quebec,J7P 4X5 Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives....
-
Manager, Personal Financial Services
3 weeks ago
Mont-Saint-Hilaire, Canada TD Bank Full time405825BR Retail Banking - Financial Services Mont-saint-hilaire, QC April 10, 2023 Company Overview Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...
-
Manager, Personal Financial Services
3 weeks ago
Mont-Saint-Hilaire, Canada TD Bank Full time**TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...
-
Personal Banker
2 months ago
Saint-Lambert, Canada BMO Financial Group Full time500, avenue Victoria St-Lambert Quebec,J4P 2J5 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 achieve...
-
Personal Banker
6 days ago
Saint-Jean-sur-Richelieu, Canada BMO Financial Group Full time991 boul du Seminaire nord Saint-Jean-sur-Richelieu Quebec,J3A 1K1 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...
-
Personal Banker
7 days ago
Saint-Jean-sur-Richelieu, Canada BMO Financial Group Full time991 boul du Seminaire nord Saint-Jean-sur-Richelieu Quebec,J3A 1K1 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...