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personal financial planner
Title posted on CareerBeacon - Manager Personal Financial Services- Laval, Ste-Dorothée
Posted on November 06, 2024 by Employer details TD Bank
Job details
Work Location:Laval, Quebec, CanadaHours:37.5Line of Business:Personal & Commercial BankingPay Details:51 400$/$51,400 - 72 600$/$72,600 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.Job Description:CUSTOMER: ? Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business banking products/services or policies/procedures? Provide sound advice with every customer interaction, contributing to an exceptional customer experience? Use ability to discover and advise on meeting/exceeding customer needs by asking deeply curious and thoughtful questions? Improve customer financial confidence through ongoing dialogue and by answering questions? Engage in customer outreach (via phone, email, and other means) to discuss portfolio updates and/or additional opportunities which best service the customer's needs? Provide total financial reviews and provide appropriate recommendations based on the customer's personal circumstances? Ensure customer issues are resolved in an accurate and efficient manner, escalating issues where necessary? Possess comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations? Assist with maintaining a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines, paying attention to the office space in which the advisor occupies? Support the frontline with transactions, as necessary? May act as a point of escalation and support for the frontline and advice staff, ensuring customer problems are handled appropriately, when requiredSHAREHOLDER: ? Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / sales opportunities and referrals, to increase profitability and enable business growth? Promote and offer full suite of products, sales, services and banking capabilities? Contribute to business objectives for Operational Excellence? Support the timely and accurate completion of business processes and procedures? Protect the interests of the organization ? identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary? Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations? Identify, suggest and actively participate in process improvement opportunities? Ensure necessary due diligence to support the accuracy of all transactions / activities? Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts? Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite? Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of ConductEMPLOYEE TEAM: ? Participate fully as a member of the team, promote team effectiveness and contribute to a positive work environment? Support the team by continuously developing knowledge in own area? Participate in personal performance management and development activities, including cross training within own team? K- LocationLaval, QC
- Workplace information On site
- SalaryNot available
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source CareerBeacon #2122417
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