Manager, Personal Financial Services -- Futures Opportunities -- Montérégie Estrie

TD Ameritrade

Saint-Hubert, Quebec, Canada
Base: $49,300 - $72,600 cad; bonus/equity: not spe...
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Customer financial advice delivery
Portfolio review and recommendations
Risk management and compliance adherence
** TD Ameritrade is seeking a Manager for Personal Financial Services in Saint-Hubert, Quebec, to enhance customer experiences through expert advice on banking products and services. The role emphasizes customer engagement, operational excellence, and team support while promoting TD's diverse service offerings. **

Job Summary

  • Act as a subject matter expert to provide sound financial advice and improve customer financial confidence through ongoing dialogue.
  • Contribute to business growth by proactively attracting, acquiring, and retaining customers while promoting the full suite of banking products.
  • Ensure operational excellence and risk management by maintaining accurate documentation and adhering to regulatory requirements.

Matching Summary

Match Score: 75

** TD Ameritrade is seeking a Manager for Personal Financial Services in Saint-Hubert, Quebec, to enhance customer experiences through expert advice on banking products and services. The role emphasizes customer engagement, operational excellence, and team support while promoting TD's diverse service offerings. **

Salary

Base: $49,300 - $72,600 CAD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, banking discounts

Skills & Requirements

Must-have

  • Customer financial advice delivery
  • Portfolio review and recommendations
  • Risk management and compliance adherence
  • Branch operational support
  • Local market knowledge application

Nice-to-have

  • Strong curiosity in client needs
  • Process improvement initiative
  • Team coaching and mentorship
  • Diverse workforce advocacy
  • Innovative service delivery

Key Requirements

  • High School diploma or equivalent
  • IFIC, CSC, or CFSA certification upon hire
  • Post-secondary degree preferred
  • 1+ years relevant experience
  • Bilingual French/English capability preferred

Work Rights

Not specified

Tailored Resume

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