Mngr Personal Financial Srvcs Trainee I
3 months ago
**Mngr Personal Financial Srvcs Trainee I- Terrebonne-Nord**:
- 426497BR
**Job Category - Primary**
- Retail Banking - Financial Services
**Work Location**
- 3461 Montee Gagnon
**Employment Type**
- Regular
**City**
- Terrebonne
**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 customers who require services and support in a language other than French.
**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.
**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-b
-
Planificateur(Trice) Financier(ère)
4 months ago
Terrebonne, Canada BMO Financial Group Full time1141 Montee des Pionniers Terrebonne Quebec,J6V 0E1 The Financial Planner will be assigned at two branches: 1141 Montée des Pionniers, Lachenaie and 1000 Moody Blvd in Terrebonne Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales...
-
Personal Banker
3 months ago
Terrebonne, Canada BMO Financial Group Full time1000 boul Moody Terrebonne Quebec,J6W 3Z5 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 Banking Associate
3 months ago
Terrebonne, Canada BMO Financial Group Full time1141 Montee des Pionniers Terrebonne Quebec,J6V 0E1 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...
-
Contrôleur(Euse) Financier(ère)
4 months ago
Terrebonne, Canada GMR Safety Full time**NOTRE VISION** Être le partenaire privilégié pour sécuriser les véhicules aux quais de chargement des plus grands opérateurs d'entrepôt en Amérique du Nord et en Europe. **NOS VALEURS** **I n n o v a t i o n** **E s p r i t d ’ é q u i p e** **P l a i s i r** **DESCRIPTION DU POSTE** Relevant du Vice-président Finances, le/la...
-
Personal Banker
3 days ago
Terrebonne, Quebec, Canada BMO Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Personal Banker to join our team at BMO. As a Personal Banker, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their best interests.Key...
-
Personal Banker
3 days ago
Terrebonne, Quebec, Canada BMO Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Personal Banker to join our team at BMO. As a Personal Banker, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their best interests.Key...
-
Personal Banker
1 week ago
Terrebonne, Quebec, Canada BMO Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Personal Banker to join our team at BMO. As a Personal Banker, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their needs.Key ResponsibilitiesProactively...
-
Financial controller
4 weeks ago
Terrebonne, Quebec, Les Moulins, Canada Fed Finance Canada Full timeFounded 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 each stage of your career - I'm looking for a Financial Controller for a fast-growing construction...
-
Planificateur(Trice) Financier(ère)
4 months ago
Terrebonne, Canada Banque de Montréal Full time1141 Montee des Pionniers Terrebonne Québec,J6V 0E1 Le (la) planificateur(trice) financier(ère) sera assigné(e) à deux succursales soit: 1141, Montée des Pionniers à Lachenaie et au 1000, boul. Moody à Terrebonne Fournir des conseils et des services de planification financière et de planification des placements de manière à offrir au client une...
-
Financial Director
2 weeks ago
Terrebonne, Quebec, Canada Fed Finance Full timeJob DescriptionWe are seeking a highly skilled Financial Controller to join our team at Fed Finance. As a key member of our organization, you will be responsible for overseeing all financial aspects of our clients' businesses.Key Responsibilities:Financial Management: Develop and implement financial strategies to drive business growth and...
-
Financial Director
2 weeks ago
Terrebonne, Quebec, Canada Fed Finance Full timeJob DescriptionWe are seeking a highly skilled Financial Controller to join our team at Fed Finance. As a key member of our organization, you will be responsible for overseeing all financial aspects of our clients' businesses.Key Responsibilities:Financial Management: Develop and implement financial strategies to drive business growth and...
-
Financial Planner
24 hours ago
Terrebonne, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeJob DescriptionRole SummaryWe are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct in-depth financial planning and analysis to...
-
Financial Planner
20 hours ago
Terrebonne, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeJob DescriptionRole SummaryWe are seeking a highly skilled Financial Planner to join our team at TD Wealth. As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesConduct in-depth financial planning and analysis to...
-
Personal Banking Associate
4 days ago
Terrebonne, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeJob SummaryWe are seeking a highly skilled and customer-focused Personal Banking Associate to join our team. As a key member of our branch, you will be responsible for delivering exceptional customer experiences and contributing to the ongoing improvement of our branch's customer experience.Key ResponsibilitiesProvide personalized service to customers,...
-
Personal Banking Associate
3 days ago
Terrebonne, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeJob SummaryWe are seeking a highly skilled and customer-focused Personal Banking Associate to join our team. As a key member of our branch, you will be responsible for delivering exceptional customer experiences and contributing to the ongoing improvement of our branch's customer experience.Key ResponsibilitiesProvide personalized service to customers,...
-
Personal Banking Associate
7 days ago
Terrebonne, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeJob SummaryWe are seeking a highly skilled and customer-focused Personal Banking Associate to join our team. As a key member of our branch, you will be responsible for delivering exceptional customer experiences and contributing to the ongoing improvement of our branch's customer experience.Key ResponsibilitiesProvide personalized service to customers,...
-
Personal Banking Associate
7 days ago
Terrebonne, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeJob SummaryWe are seeking a highly skilled and customer-focused Personal Banking Associate to join our team. As a key member of our branch, you will be responsible for delivering exceptional customer experiences and contributing to the ongoing improvement of our branch's customer experience.Key ResponsibilitiesProvide personalized service to customers,...
-
Graphics Coordinator I
3 months ago
Terrebonne, Canada Sonoco Full timeRelevant du directeur imprimerie, le **coordonnateur graphique de niveau 1** est responsable de la fluidité de la prépresse à l'imprimerie ainsi que de la commande de fabrication des cylindres de scellage à froid pour la lamination. LA SÉCURITÉ EST LA PRIORITÉ ABSOLUE DANS TOUTES LES ACTIVITÉS **Ce que vous ferez**: - Examiner le dossier...
-
Customer Service Representative
4 months ago
Terrebonne, Canada BMO Financial Group Full time1141 Montee des Pionniers Terrebonne Quebec,J6V 0E1 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...
-
TERREBONNE, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As a RBC Financial Planner, Investment and Retirement Planning, you develop relationships and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way....