Financial Services Manager

1 month ago

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

We are seeking a highly skilled 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 experiences, driving sales growth, and contributing to the achievement of business objectives.

Key Responsibilities
  • Act as a subject matter expert in personal banking and business banking products and services, providing sound advice and guidance to customers and colleagues.
  • Contribute to an exceptional customer experience by using your ability to discover and advise on meeting and exceeding customer needs.
  • Improve customer financial confidence through ongoing dialogue and by answering questions.
  • Engage in customer outreach to discuss portfolio updates and additional opportunities that best service the customer's needs.
  • Provide total financial reviews and make recommendations based on the customer's personal circumstances.
  • Ensure customer issues are resolved in an accurate and efficient manner, escalating issues where 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.
  • 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 comprehensive benefits plan. Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals.

Why Join Us

We are committed to providing our colleagues with the support and resources they need to succeed. Through regular development conversations, training programs, and a competitive benefits plan, we are dedicated to helping our colleagues grow and develop in their careers.

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