See more Collapse

Manager Personal Financial Services Trainee

1 month ago

Drummondville, Canada TD Bank Full time

411174BR

Retail Banking - Financial Services

Drummondville, QC

June 6, 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

Additional Information

This position requires proficiency in a language other than French to support customers, employees or markets located outside the province of Quebec or who require services in a language other than French.

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.

We have other current jobs related to this field that you can find below

  • Personal Banking Associate

    1 month ago

    Drummondville, Canada BMO Financial Group Full time

    1001 boulevard St-Joseph Drummondville Quebec,J2C 2C4 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...

  • Financial Services Agent

    2 weeks ago

    Drummondville, Canada Desjardins Full time

    As a financial services agent, you are responsible for providing personalized service and support to affluent and high-net-worth clients. You work with the advisors to identify and meet the financial services needs of members and clients in the specialized wealth management networks. More specifically, you maintain close relationships with members and...

  • Financial Services Agent

    3 weeks ago

    Drummondville, Quebec, Canada Desjardins Full time

    As a financial services agent, you are responsible for providing personalized service and support to affluent and high-net-worth clients. You work with the advisors to identify and meet the financial services needs of members and clients in the specialized wealth management networks. More specifically, you maintain close relationships with members and...

  • Représentant Support Technique

    1 week ago

    Drummondville, Canada Condo Manager Full time

    **Description**: Nous recherchons un représentant à la service à la clientèle pour le support du logiciel Condo Manager. Le poste consiste à répondre aux questions des clients sur le logiciel et la comptabilité en général. - Niveau d'études: Collégial (DEC) ou Professionnel (DEP) Terminé ou sur le point d'être terminé - Années d'expérience...

  • Représentant Au Support Technique

    2 weeks ago

    Drummondville, Quebec, Canada Condo Manager Full time

    du poste: Support téléphonique et par internet pour les utilisateurs du logiciel Condo ManagerExigence et condition de travail: DEP en Comptabilité ou DEC en Techniques administrative (ou formation équivalente) terminé ou sur le point d'être terminé.Années d'expérience reliées à l'emploi: Un atoutDescription des compétences:- Bilinguisme...

  • Client Financial Services Agent

    4 weeks ago

    Drummondville, Canada Desjardins Full time

    At 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...

  • Financial Services Representative

    2 weeks ago

    Drummondville, 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...

  • Trainee Cost Price

    2 weeks ago

    Drummondville, Quebec, Canada Soucy Group Full time

    On a daily basis, you will have to:Actively participate in the month-end process and the preparation of various consolidated financial reports Validate the standard costs used by the system and analyze the variances from the actual Analyze the profitability of products sold Participate in the development of management tools that provide accurate and timely...

  • Financial Services Representative

    3 weeks ago

    Drummondville, 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...

  • Trainee Cost Price

    2 weeks ago

    Drummondville, Quebec, Canada Soucy Group Full time

    WHAT MAKES US DIFFERENT: Attractive salary (you can pay off your student debt or your next trip, the choice is yours) My Flexibility" program (yes, you can finish at noon on Fridays to enjoy the sun and the heat) Real projects that fit your strengths and interests (We want your internship to live up to YOUR expectations) Social activities (Are you interested...

  • Financial Advisor

    4 weeks ago

    Drummondville, Canada Scotiabank Full time

    Requisition ID: 182381 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist (Drummondville, QC) you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your...

  • Personal Banking Associate

    4 weeks ago

    Drummondville, Canada TD Bank Full time

    411457BR Retail Banking - Customer Service Drummondville, QC June 9, 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...

  • Customer Service Manager

    3 months ago

    Drummondville, Canada National Bank of Canada Full time

    As a Customer Service Manager, you're responsible for supporting and helping transaction service employees make a positive impact in people’s lives while also enabling your team to grow professionally. You play a leadership role by helping the Branch Manager make sure your branch functions smoothly and by listening to and coaching your employees...

  • Senior Auditor

    3 weeks ago

    Drummondville, Canada Fed Finance Canada Full time

    Hello, I'm Marine, Recruitment and Business Development Consultant at Fed Finance, a recruitment firm specializing in accounting, finance and payroll.I work on two types of recruitment: temporary and permanent in the Greater Montreal area. For my client, an accounting firm located on Montreal's South Shore, I'm looking for a senior auditor. This is a...

  • Adjoint(E) Administratif(Ve)

    3 weeks ago

    Drummondville, Canada MICA Cabinets de services financiers Full time

    Tu voudrais travailler avec une petite équipe tissée serrée dans laquelle la communication, l’écoute et la compréhension sont de mises ? Ce poste est alors fait pour toi ! Tu auras à gérer les appels entrants et les tâches administratives du cabinet afin d’appuyer l’équipe en place. Tu seras amené à te déplacer à Boucherville à quelques...

  • Senior Auditor

    3 weeks ago

    Drummondville, Québec, Drummond, Canada Fed Finance Canada Part time

    Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for the accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job search and at every stage of your career. Un cabinet comptable d'une trentaine de personnes Hello, I'm Marine,...

  • Exé - Services Financiers

    2 weeks ago

    Drummondville, Quebec, Canada Rondeau & Associés | Services conseils inc. Full time

    **À PROPOS DE RONDEAU & ASSOCIÉS | SERVICES CONSEILS INC.**:Grâce à une vision globale de la conjoncture financière de nos clients, notre mission est d'accompagner nos clients vers une réussite d'affaires, personnelle et familiale. Par l'éducation et l'accompagnement, nous avons la vision de faire une réelle différence dans la vie de nos clients en...

  • Associate Financial Advisor

    4 weeks ago

    Drummondville, 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...

  • Emplois en conseils financiers

    1 month ago

    Drummondville, Canada Desjardins Full time

    As a customer service professional, you must be willing and motivated to meet the needs of our members and clients by contributing to their financial health and empowerment. You'll provide quality service and find personalized financial solutions on a daily basis. Here's a featured position we're currently hiring for in the Centre-du-Québec region: ...

  • Financial Analyst

    4 weeks ago

    Drummondville, Canada Soucy Group Full time

    **WHAT TO EXPECT**: Are you a rigorous person who always likes to push his or her analyses further and who is looking for ways to be more efficient in his or her work? Numbers don't scare you and you would like to be part of an experienced team? Soucy Rubber is currently looking for a financial and inventory clerk to complete its team. Here's an overview...