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Financial Services Manager

2 months ago

Lévis, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time
Job Description

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.
  • 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 equivalent experience.
  • 1+ years relevant experience.
  • IFIC or CSC certification.
  • CFSA to be completed upon hire.
  • Post-Secondary or Undergraduate degree (in related field) preferred.

Language Requirement

Ce poste n'exige pas la maîtrise d'une langue autre que le français.