Home / Jobs / Manager, Personal Financial Services -- Futures opportunities -- Montérégie Estrie
Posted:
March 23, 2026
Location:
Sorel-Tracy, Quebec, Canada

Job Description

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 ...

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    Job Overview

    Job Type: Full time
    Location: Sorel-Tracy, Canada
    Posted: March 23, 2026
    Deadline: May 02, 2026