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Financial Services Manager

2 months ago


Magog, 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:

  • Act as a subject matter expert in financial services, providing advice and guidance to customers on a range of products and services.
  • Conduct financial reviews and provide recommendations to customers based on their individual circumstances.
  • Develop and maintain relationships with customers to understand their financial needs and provide tailored solutions.
  • Work closely with colleagues to ensure seamless delivery of financial services and products.
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and provide expert advice to customers.

Requirements:

  • High school diploma and/or equivalent experience.
  • 1+ years of experience in a financial services role.
  • IFIC or CSC certification.
  • CFSA certification to be completed upon hire.
  • Post-secondary or undergraduate degree in a related field preferred.

About TD Bank:

TD Bank is one of the world's leading global financial institutions, committed to delivering legendary customer experiences. We are a diverse and inclusive organization, dedicated to enriching the lives of our customers, communities, and colleagues.

What We Offer:

  • A competitive salary and variable compensation package.
  • A comprehensive benefits program, including health and wellness benefits.
  • A range of training and development opportunities to support your career growth.
  • A collaborative and supportive work environment.