Personal Financial Solutions Manager

The Toronto-Dominion Bank (Canada); Montreal; Sur place; CAD 53 000 - 74 000; Plein temps

Avantages offerts par ce poste

Total Rewards Package

Résumé du poste

TD Canada Trust is hiring in Montréal, QC for a role focused on advising customers on financial solutions and maintaining strong client relationships. You will guide clients through investment and credit banking options and collaborate with branch staff to ensure a positive experience.

The position emphasizes personalized service, accuracy, and ongoing professional development within a supportive TD environment.

Qualifications

• High school diploma and/or 1 year of relevant experience.
• Post-secondary or undergraduate degree in related field is an asset.
• Completion of IFIC or equivalent required; CFSA within 12 months if hired.
• Real estate secured lending/investment experience is an asset.
• Proficiency in MS Office and internet applications.

Responsabilités

• Advise customers on high-level financial solutions from available investment and credit banking options.
• Engage with customers to create positive experiences and deepen relationships.
• Provide personalized financial advice and address customer questions with confidentiality.
• Act as a point of contact for frontline staff to handle customer problems.

Connaissances

Customer service

Financial advisory

Communication skills

Time management

Tactful communicator

Formation

Post-secondary degree asset

High school diploma or equivalent

Outils

MS Office

Description du poste

TD Canada Trust is hiring in Montréal, QC for a role focused on advising customers on financial solutions and maintaining strong client relationships. You will guide clients through investment and credit banking options and collaborate with branch staff to ensure a positive experience.

The position emphasizes personalized service, accuracy, and ongoing professional development within a supportive TD environment.