Manager Personal Financial Services

TD Bank

Montréal, Quebec, Canada
Base: $59,500 - $74,400 cad; bonus/equity: not spe...
Financial planning advice
Customer relationship management
Investment and credit solutions
At TD Canada Trust, we are the frontline of TD Bank, striving to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions

Job Summary

  • At TD Canada Trust, we are the frontline of TD Bank, striving to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions.
  • In this role, you are expected to play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions, and increase customer financial confidence by providing personalized financial advice.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development being defining features of the colleague experience.

Matching Summary

At TD Canada Trust, we are the frontline of TD Bank, striving to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions.

Salary

Base: $59,500 - $74,400 CAD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Financial planning advice
  • Customer relationship management
  • Investment and credit solutions
  • Customer service transactions
  • Promote products and services

Nice-to-have

  • Think like a customer
  • Act like an owner
  • Innovate with purpose
  • Execute with speed and impact
  • Positive work environment

Key Requirements

  • High school diploma and/or 1 year relevant experience
  • IFIC or equivalent completion required
  • CFSA must be completed within 12 months
  • Real estate secured lending/investment experience asset
  • Proficiency in MS Office and internet applications

Work Rights

Not specified

Tailored Resume

Cover Letter