Personal Financial Services Manager (Brossard)

Personal Financial Services Manager (Brossard)

11 Nov
|
TD
|
Brossard

11 Nov

TD

Brossard

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 productsConduct financial reviews and recommend suitable solutionsResolve customer issues accurately and efficientlySupport frontline colleagues with transactions and escalationsAttract, acquire, and retain customers and referralsRequirements:High School diploma and/or relevant educationOne or more years of relevant experienceIFIC or CSC certificationComplete CFSA upon hireMeet applicable CIRO registration requirements when requiredApply customer advice, financial review, sales, and risk management expertise as a TD Personal Financial Services Manager.

📌 Personal Financial Services Manager (Brossard)
🏢 TD
📍 Brossard

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