Financial Services Manager

4 weeks ago

Magog, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time
Job Summary

We are seeking a highly skilled and experienced Financial Services Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch team, you will be responsible for providing exceptional customer service and financial advice to our clients, while also contributing to the growth and success of our business.

Key Responsibilities
  • Act as a subject matter expert in personal banking and business banking products and services, providing advice and guidance to customers and colleagues.
  • Provide sound advice and contribute to an exceptional customer experience through every interaction.
  • Use your expertise to discover and advise on meeting and exceeding customer needs by asking thoughtful and curious questions.
  • Improve customer financial confidence through ongoing dialogue and answering questions.
  • Engage in customer outreach to discuss portfolio updates and additional opportunities that best serve the customer's needs.
  • Provide total financial reviews and make recommendations based on the customer's personal circumstances.
  • Ensure customer issues are resolved accurately and efficiently, escalating issues when 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 the branch, adhering to premises, marketing, and regulatory guidelines.
  • Support the frontline with transactions as necessary.
  • Act as a point of escalation and support for the frontline and advice staff, ensuring customer problems are handled appropriately.
Requirements
  • High school diploma and/or equivalent experience.
  • 1+ years of relevant experience in financial services.
  • IFIC or CSC certification.
  • CFSA certification to be completed upon hire.
  • Post-secondary or undergraduate degree in a related field preferred.
About Us

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions, with a commitment to delivering legendary customer experiences. We are a diverse and inclusive organization, with a passion for helping our customers and communities thrive. If you are a motivated and customer-focused individual who is looking for a challenging and rewarding career opportunity, we encourage you to apply.

What We Offer

We offer a comprehensive total rewards package, including a competitive salary, variable compensation, and a range of benefits and perks. Our colleagues also have access to regular leadership and development conversations, training programs, and a competitive benefits plan. We are committed to providing the support our colleagues need to thrive both at work and at home.

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