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Financial Services Manager

2 months ago

Sherbrooke, Quebec, Canada TD Bank Full time
Job Summary

We are seeking a highly skilled Financial Services Manager to join our team at TD Bank. As a key member of our organization, you will be responsible for providing exceptional customer service and financial guidance to our clients.

Key Responsibilities
  • Customer Service: Provide personalized financial advice and guidance to customers, helping them achieve their financial goals.
  • Financial Analysis: Conduct thorough financial analyses to identify areas of improvement and provide recommendations to customers.
  • Product Knowledge: Stay up-to-date on our range of financial products and services, including banking, investments, and insurance.
  • Relationship Building: Build and maintain strong relationships with customers, understanding their financial needs and providing tailored solutions.
  • Team Collaboration: Work closely with our team to achieve business objectives, share knowledge, and provide support.
Requirements
  • Education: High school diploma and/or equivalent required; post-secondary education in a related field an asset.
  • Experience: 1+ years of experience in a financial services role, preferably in a banking or investment environment.
  • Certifications: IFIC or CSC certification preferred; CFSA certification required within a specified timeframe.
What We Offer

As a Financial Services Manager at TD Bank, you will have the opportunity to work with a talented team, develop your skills and expertise, and make a meaningful impact on our customers' financial lives. We offer a competitive compensation package, comprehensive benefits, and opportunities for career growth and development.