Financial Services Manager

20 hours ago

Gatineau, 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 guidance to our clients.

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 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.
  • May 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.
  • 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.
What We Offer

We offer a competitive compensation package, including a base salary, variable compensation, and a range of benefits, including health and well-being benefits, savings and retirement programs, paid time off, banking benefits, and discounts.

We are committed to providing our colleagues with the support they need to thrive both at work and at home. We offer regular career development and performance conversations, access to an online learning platform, and a variety of mentoring programs to help you unlock future opportunities.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are interested in a challenging and rewarding career in financial services, please submit your application.

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