Manager, Personal Financial Services
6 months ago
**Manager, Personal Financial Services**:
- 424670BR
**Job Category - Primary**
- Retail Banking - Financial Services
**Work Location**
- 1018 Sainte Catherine Street Est and Amherst
**Employment Type**
- Regular
**City**
- Montreal
**Time Type**
- Full Time
**Province/State**
- Quebec
**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, 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 Details**
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
**Job 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
**Proficiency in Other than French**
- This position requires proficiency in a language other than French to support or deal with employees or colleagues who require services and support in a language other than French.
**Company Overview**
**Our Values**
At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.**Making Your Well-being a Priority**
A supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.**Our Total Rewards Package**
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirem
-
Manager, Personal Financial Services
6 months ago
Montréal, Canada TD Bank Full time**Manager, Personal Financial Services**: - 416507BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 800 Rene Levesque Boulevard West **Employment Type** - Regular **City** - Montreal **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department...
-
Financial Service Representative
6 months ago
Montréal, Canada OTT Financial Group Full timeOTT Financial Group is the parent organization of a group of financial services and investment companies. We leverage cutting-edge fintech innovations to bring excellent financial advice and best-in-class wealth management to our customers and business partners. Empowering 5,000+ merchants and hundreds of thousands of individual clients across Canada, we are...
-
Personal Banker
6 months ago
Montréal, Canada BMO Financial Group Full time119 rue St-Jacques ouest Montreal Quebec,H2Y 1L6 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...
-
Personal Banker
6 months ago
Montréal, Canada BMO Financial Group Full time5790 boul des Grandes-Prairies Montreal Quebec,H1R 1B5 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 through various channels with BMO partners to deliver the desired...
-
Personal Banker
6 months ago
Montréal, Canada BMO Financial Group Full time1625 boulevard Graham Montreal Quebec,H3R 1G7 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 months ago
Montréal, Canada BMO Financial Group Full time5501, avenue Monkland Montreal Quebec,H4A 1C8 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 months ago
Montréal, Canada BMO Financial Group Full time7515, boul Maurice-Duplessis Montreal Quebec,H1E 7N2 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...
-
Personal Banker
6 months ago
Montréal, Canada BMO Financial Group Full time61 boul Rene-Levesque ouest Montreal Quebec,H2Z 1A3 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...
-
Personal Banker
6 months ago
Montréal, Canada BMO Financial Group Full time5501, avenue Monkland Montreal Quebec,H4A 1C8 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 months ago
Montréal, Canada BMO Financial Group Full time1554 avenue Van Horne Montreal Quebec,H2V 1L5 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 months ago
Montréal, Canada BMO Financial Group Full time5353 Chemin Queen Mary Montreal Quebec,H3X 1V2 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 months ago
Montréal, Canada BMO Financial Group Full time2099 boulevard Marcel-Laurin Montreal Quebec,H4R 1K4 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...
-
Personal Banker
4 months ago
Montréal, QC, Canada BMO Financial Group Full time2099 boulevard Marcel-Laurin Montreal Quebec,H4R 1K4 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 through various channels with BMO partners to deliver the desired...
-
Personal Banker
2 months ago
Montréal, QC, Canada BMO Financial Group Full time1205 Ste-Catherine Street West MONTREAL Quebec,H3B 2K7 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 through various channels with BMO partners to deliver the desired...
-
Personal Banker
3 months ago
Montréal, QC, Canada BMO Financial Group Full time61 boul Rene-Levesque ouest Montreal Quebec,H2Z 1A3 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 through various channels with BMO partners to deliver the desired...
-
Personal Banker
3 months ago
Montréal, QC, Canada BMO Financial Group Full time119 rue St-Jacques ouest Montreal Quebec,H2Y 1L6 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...
-
Personal Banking Associate
6 months ago
Montréal, Canada BMO Financial Group Full time2099 boulevard Marcel-Laurin Montreal Quebec,H4R 1K4 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...
-
Personal Banking Associate
6 months ago
Montréal, Canada BMO Financial Group Full time6521-6525, boulevard Decarie Montreal Quebec,H3W 3E3 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...
-
Personal Banking Associate
5 months ago
Montréal, Canada BMO Financial Group Full time5145, chemin-Cote des-Neiges Montreal Quebec,H3T 1X9 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...
-
Personal Banking Associate
6 months ago
Montréal, Canada BMO Financial Group Full time3300, Cote Vertu Montreal Quebec,H4R 2B7 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...
