Financial Services Manager
4 weeks ago
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 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 personal banking and business banking products and services.
- Provide sound advice and contribute to an exceptional customer experience.
- Use your ability to discover and advise on meeting and exceeding customer needs.
- Improve customer financial confidence through ongoing dialogue and answering questions.
- Engage in customer outreach to discuss portfolio updates and additional opportunities.
- Provide total financial reviews and recommendations based on customer circumstances.
- Ensure customer issues are resolved accurately and efficiently.
- Possess comprehensive knowledge of the local market, competitive offers, and economic trends.
- Assist with maintaining a professional and inviting space in the branch.
- Support the frontline with transactions and provide coaching to maintain service and product standards.
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.
About Us
The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions. We deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world.
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.
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