Guide customers through personal and business banking products in Brossard, Quebec, using specialized advice and thoughtful financial reviews. Support frontline colleagues when needed.
As a Personal Financial Services Manager at TD, you will provide complex product guidance and customer recommendations. You will use customer discovery, financial reviews, and local market knowledge to meet needs. The role also includes escalation support, sales expertise, risk management, and process improvement.
Key Responsibilities: Provide advice on personal and business banking products
Conduct financial reviews and recommend suitable solutions
Resolve customer issues accurately and efficiently
Support frontline colleagues with transactions and escalations
Attract, acquire, and retain customers and referrals
Requirements: High School diploma and/or relevant education
One or more years of relevant experience
IFIC or CSC certification
Complete CFSA upon hire
Meet applicable CIRO registration requirements when required
Apply customer advice, financial review, sales, and risk management expertise as a TD Personal Financial Services Manager.

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📌 Personal Financial Services Manager (Quebec City)
🏢 TD
📍 Quebec City