Manager, Personal Financial Services - Lachine (Full-time, 37.5h/week)
About The Position
At TD Canada Trust, we are the front line of TD. We strive to build strong, deep relationships with our clients by performing numerous customer service operations and providing information and advice on services, products, and solutions to current and potential TD clients. In the branch, we understand client needs and target opportunities to promote products and services by directing clients to the appropriate team members or internal partners, while ensuring a positive client experience. Join TD Canada Trust, and think like a client, act like a responsible owner, innovate to achieve our goals, and execute effectively.
Requirements
- High school diploma and/or more than one year of relevant experience
- Successful completion of the IFIC course or the Canadian Securities Course (CSC)
- Proficiency in computer tools, such as MS Office Suite and Internet application
- Tactful communicator capable of conveying ideas and client information concisely and logically
- Self-starter with strong organizational skills and solid planning and time management abilities
Nice To Haves
- Post-secondary degree or undergraduate university degree in a related field is an asset
- Experience in real estate secured credit and investments is an asset
- In-depth knowledge of advanced investment and credit processes, and banking solutions and concepts to provide personalized advice to clients in a fast-paced environment
- Obtain the Financial Services Advice Certificate (FSAC) within 12 months of hire
- Proficiency in a language other than French to provide support or deal with clients who require services and support in a language other than French.
Responsibilities
- Play a key role in informing clients about general financial solutions available across various investment and credit banking solutions
- Engage in conversations with clients, asking insightful financial questions, and create positive experiences to retain clients and deepen relationships
- Increase clients' financial confidence by providing personalized financial advice, answering their questions and concerns, and escalating issues to team members or partners as needed, while ensuring information accuracy and privacy
- Act as the front-line staff contact for managing client issues
- Maintain a professional attitude in common areas, in accordance with regulatory and marketing guidelines
- Work closely with current and potential clients to provide financial reviews, discuss portfolio updates, and suggest other personalized solutions based on their financial goals
- Stay up-to-date on emerging issues and evolving regulations and the banking industry's code of conduct, and participate in process improvement opportunities to protect the organization's interests
- Strive to meet and improve service level agreements and performance objectives
- Ensure documentation is prepared in accordance with relevant regulations and accurately represents the company's intentions
- Work as a team, contribute to maintaining a positive and diverse work environment, willingly assist and mentor others in performing their tasks, and effectively address communication issues.
Benefits
- base salary
- variable compensation
- health and well-being benefits
- savings and retirement programs
- paid time off
- banking benefits and discounts
- career development
- reward and recognition programs
- training programs
- competitive benefits plan
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
High school or GED
