Manager, Personal Financial Services - Bois Des Filions (full-time, 37.5h/week)

TD

Bois-des-Filion, Quebec, Canada
Base: $52,700.00 - $74,400.00 cad; bonus/equity: n...
Provide personalized financial advice
Manage customer investment portfolios
Ensure regulatory compliance in banking
The role involves advising customers on high-level financial solutions including investments and credit banking

Job Summary

  • The role involves advising customers on high-level financial solutions including investments and credit banking.
  • TD offers a competitive total rewards package including health benefits, savings programs, and career development opportunities.
  • Employees are expected to maintain confidentiality while addressing customer concerns and promoting product loyalty.

Matching Summary

The role involves advising customers on high-level financial solutions including investments and credit banking.

Salary

Base: $52,700.00 - $74,400.00 CAD; Bonus/Equity: Not specified; Benefits: Included in Total Rewards Package

Skills & Requirements

Must-have

  • Provide personalized financial advice
  • Manage customer investment portfolios
  • Ensure regulatory compliance in banking
  • Achieve service level agreements

Nice-to-have

  • Strong organizational and time management skills
  • Ability to mentor team members
  • Passion for building deep customer relationships
  • Self-initiator with proactive approach

Key Requirements

  • High school diploma or 1 year relevant experience
  • Completion of IFIC certification required
  • CFSA must be completed within 12 months if hired
  • Proficiency in MS Office software tools

Work Rights

Not specified

Tailored Resume

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