Financial Services Manager

4 weeks ago

RouynNoranda, 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 service and financial advice to our clients.

Key Responsibilities

Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business banking products/services or policies/procedures
Provide sound advice with every customer interaction, contributing to an exceptional customer experience
Use 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
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 all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines, paying attention to the office space in which the advisor occupies
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

Requirements

High School diploma and/or
1+ years relevant experience
IFIC or CSC
CFSA to be completed upon hire
Post-Secondary or Undergraduate degree (in related field) preferred

About Us

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

Total Rewards Package

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. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information

We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

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