Financial Services Manager

4 days ago


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

About the Job



We are seeking an experienced Financial Services Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch, you will be responsible for providing exceptional customer service and advice on financial products and services.



Salary



The estimated salary for this position is $80,000 - $120,000 per year, depending on experience.



Job Description



In this role, you will:




  • Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD.
  • Provide sound advice with every customer interaction, contributing to an exceptional customer experience.
  • Use your ability to discover and advise on meeting/exceeding customer needs by asking deeply curious and thoughtful questions.
  • Improve customer financial confidence through ongoing dialogue and by answering questions.
  • Engage in customer outreach (via phone, email, and other means) to discuss portfolio updates and/or additional opportunities which best service the customer's needs.
  • Provide total financial reviews and provide appropriate recommendations based on the customer's personal circumstances.
  • Evaluate and escalate issues where necessary to ensure customer satisfaction.
  • Possess comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations.
  • 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, when required.


Required Skills and Qualifications



To be successful in this role, you will need:




  • A high school diploma and/or equivalent education.
  • 1+ years relevant experience in financial services or a related field.
  • A solid understanding of banking products and services.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment.
  • Proven problem-solving skills.
  • IFIC or CSC certification preferred.
  • CFSA completion upon hire.
  • Post-Secondary or Undergraduate degree (in related field) preferred.


Benefits



As a valued employee of TD, you will have access to a comprehensive benefits package including:




  • Health and dental insurance.
  • Retirement savings plan.
  • Employee assistance program.
  • Education assistance program.
  • Opportunities for career advancement and professional growth.


Others



This job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.



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