Personal Financial Services Manager (Canada)

Personal Financial Services Manager (Canada)

22 Oct
|
TD Bank Group
|
Canada

22 Oct

TD Bank Group

Canada

Lead personal financial services at TD in Brossard, Québec, using specialized banking knowledge and thoughtful customer advice onsite. This full time position offers 37.5 hours weekly.

As Manager, Personal Financial Services, you will advise customers and colleagues on personal and business banking products, services, policies, and procedures. You will provide total financial reviews, resolve issues, support frontline transactions, and guide complex customer needs. The role also contributes to sales growth, operational excellence, risk management, and team effectiveness.

Key Responsibilities:

- Provide expert advice on personal and business banking products
- Conduct financial reviews and recommend suitable solutions
- Resolve customer issues and escalate complex matters appropriately




- Support customer outreach, referrals, and portfolio opportunities
- Coach colleagues and coordinate responses to complex issues

Requirements:

- High School diploma and/or one year relevant experience
- IFIC or Canadian Securities Course certification
- Complete Canadian Financial Services Advice certification upon hire
- Related post-secondary or undergraduate degree preferred
- Meet applicable Canadian Investment Regulatory Organization registration requirements

Bring financial advice, customer service, sales expertise, and risk awareness to TD’s Brossard branch team.

📌 Personal Financial Services Manager (Canada)
🏢 TD Bank Group
📍 Canada

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