Assistant Branch Manager Trainee - Ste-catherine & Guy jobs at Td Bank in Canada, Montreal

services, products, andhile ensuring aJob Description:Personal Banking Associatefor our branch office who can guideIn this role, a typical day may look like:resolution related to banking solutionsexercising good judgement in confidential mattersSupport the frontline staff with scheduled cash and noncash transactions; resolve critical issues and reportstandard matters to managementexperience and achieve operational excellenceregulations and TD's Code of Conduct and Ethicspersonal performance development and sharing industry knowledge to achieve common objectivesJob Requirements:High School diploma and/or 1+years of relevant experienceInvestment Funds Canada (IFC) or equivalentappointment within 6 monthsSecondary or Undergraduate degree (in related field) preferredProficiency in using MS Office (Word, Excel and Outlook), branch software and internetA selfstarter who works independently in a dynamic work environment through strong administration,organizational, planning and time management skillsA dynamic, diligent, and effective influencer with cando attitude to exercise initiative and handle severaltasks and changing priorities

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Job Description:

and corporate clients, as well as high-net worth clients and retail mutual funds.

Key Accountabilities

• Responsible for partnering with the Regional Vice President and co-managing an assigned territory of portfolio managers and investment advisors.
• Become an indispensable business partner by providing industry intelligence, business strategy and sound investment counsel.
• Executes on the business plan, meets activity targets and ensures an excellent customer experience.
• Develops new business and increases share of wallet within the region by proactively attracting, acquiring and retaining customers.
• Works collaboratively with internal partners to maximize distribution effectiveness and provide a seamless client experience.
• Works on investment strategy and portfolio construction analytics
• In-depth understanding of TDAM products and those of key competitors
• Upholds corporate and industry sales practices.

Skills & Experience Required

• University degree
• Preference given to industry accreditations (CFA, CIM, FCSI)
• 3+ years of industry sales experience
• In-depth knowledge of both asset management and wealth management industry
• Effective presentation and communication skills
• Strong interest in capital markets
• Excels in a sales environment
• Fully fluent in French(for Quebec Region)

**Please note the role requires to be in the office 4 days a week**

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Job Description:

The Manager Cash Management (MCM) is a resident product expert, identifying and exploiting opportunities to introduce cash management and deposit products to our commercial banking clients. You are relied upon to add value to existing customer relationships by providing a package of services that will allow them to leverage the contribution of their deposit balances to the businesses bottom line while simplifying theaccounting/managementof cash flows and capital allocations across their organization. In addition to mining one of the largest commercial customer bases in Canada, you will also be relied upon to provide a point of entry for TD to offer deposit and credit services to businesses currently being serviced by our competitors. You will participate in developing and executing a comprehensive cash management plan for the branch. On a regular basis you will conduct independent as well as joint business development presentations with commercial bankers and structure business proposals that will enable you to provide strategic and creative solutions for each customers unique cash management requirements. Once a package of products has been selected, you will oversee the execution of the plan and the installation of product packages into the customer’s organization. Thereafter, you are relied upon to identify additional customer needs and communicate those to the credit relationship manager as appropriate. The position reports to the Unit Leader or a more senior Manager Cash Management in larger units. This position is accountable to deliver a superior customer experience and drive profitable business growth.

Job Requirements :

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

CUSTOMER

• Provide a high level of administrative support ensuring quality service and professionalism at every customer interaction
• Manage efficiently in a multi-tasked environment and ensure deadlines are met
• Apply appropriate due diligence ensuring accuracy in preparing and promptly completing all required supporting documentation (ie. reports, presentations, invoices,correspondence/communications,tables, charts, files, etc.)
• Schedule and organize meetings, including preparation and co-ordination by booking the facility, pre-mail, arranging required equipment, refreshments, etc., as required
• Maintain proficiency with softwareapplications/programsand/or department specific systems as required (ie. MS Office, Word, PowerPoint, Excel, Lotus Notes, etc.)
• Efficiently manage and promptly respond to all incoming enquiries/requests for information independently or re-direct to the appropriate person/area

SHAREHOLDER

• Ensure the optimal level of customer service and professionalism is provided

• Provide accurate, organized and efficient administrative support; collect and track data, research information, sort and distribute mail, balance and process expense reports, schedule and organize meetings, manage calendars, create and maintain files, and perform other administrative assignments as required
• Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
• Prioritize and manage own workflow to ensure quality and efficiency (ie. meet deadlines; be flexible in adjusting to changing work priorities)
• Use software programs and other tools or equipment with ease and efficiency, and provide documents/ information that effectively support the needs of the team
• Efficiently manageexpectations/concernsthrough strong communication skills, both verbal and written
• Take initiative to identify and recommend improvements in own job function, research and/or investigate issues requiring resolution in order to execute on assigned tasks

EMPLOYEE / TEAM

• Be an effective team player and flexible in adjusting to changing work priorities
• Participate fully as a member of the team and contribute to a positive work environment
• Keep others in the immediate team informed and up-to-date about the status/progress of projects, and all relevant or useful information related to day-to-day activities
• Support the team by continuously developing knowledge in own area

BREADTH & DEPTH

• Reports to aTDBG Senior Vice President (SVP)and provides dedicated executive administrative support
• Senior level of administrative support and performs diverse range of tasks that involve a range of complexity
• Has autonomy and some discretion to make decisions within well-defined parameters
• Role may also be involved with the administration of sensitive and/or confidential material requiring discretion

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

services, products, andhile ensuring aJob Description:Personal Banking Associatefor our branch office who can guideIn this role, a typical day may look like:resolution related to banking solutionsexercising good judgement in confidential mattersSupport the frontline staff with scheduled cash and noncash transactions; resolve critical issues and reportstandard matters to managementexperience and achieve operational excellenceregulations and TD's Code of Conduct and Ethicspersonal performance development and sharing industry knowledge to achieve common objectivesJob Requirements:High School diploma and/or 1+years of relevant experienceInvestment Funds Canada (IFC) or equivalentappointment within 6 monthsSecondary or Undergraduate degree (in related field) preferredProficiency in using MS Office (Word, Excel and Outlook), branch software and internetA selfstarter who works independently in a dynamic work environment through strong administration,organizational, planning and time management skillsA dynamic, diligent, and effective influencer with cando attitude to exercise initiative and handle severaltasks and changing priorities

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Job Description:

Department Overview:

Job Description:

In this role, you are expected to:

· Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions

· By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships

· Act as a point of contact for the frontline staff in handling customer problems

· Maintain professional space in common areas as per marketing and regulatory guidelines

· Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals

· Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization

· Strive to achieve and improve service level agreements and productivity targets

· Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions

· Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently

Job Requirements:

· 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 must be completed within 12 months, if hired

· Real estate secured lending and/or investment experience an asset

· Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide

· Proficiency in software tools including MS Office, and internet application

· Tactful communicator able to exchange ideas and customer information in a concise and logical way

· A self-initiator with strong organizational, planning and time management skills

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Job Description:

Department Overview :

Credit analysis is not a major component of the RM’s accountabilities although based on business volumes may be required to meet customer expectations. The Relationship Manager receives coaching and support from the Unit Leader and Sales Manager.

Job Description :

As a Relationship Manager you will work on a two person team with an Analyst to manage a portfolio of mid-market Commercial relationships. As the face of the Bank to your clients, you will establish yourself as a trusted business advisor who is sought after for guidance regarding matters relating to the credit facilities that are supporting the client's business strategy. You will also add value by identifying opportunities and opening doors that will enhance the scope of the overall banking relationship.

To that end the position develops and executes a relationship strategy for each client, identifying the key issues surrounding the relationship and implement a strategy to facilitate the expansion of our partnership with the business. You’ll also broaden your sphere of influence by developing relationships with industry and other external contacts to generate additional new business opportunities through referrals as well as a targeted calling program.

Job Requirements :

Aperçu du service:

L'analyse de crédit ne constitue pas une composante majeure des responsabilités du/de la gestionnaire des relations clients, mais peut être nécessaire, selon le volume d'affaires, pour répondre aux attentes des clients. Le/la gestionnaire des relations clients bénéficie de l'encadrement et du soutien du/de la chef(fe) d'unité et du/de la gestionnaire des ventes.

Description du poste :

En tant que Directeur des relations clients, vous travaillerez au sein d'une équipe de deux personnes, avec un analyste, pour gérer un portefeuille de relations commerciales sur le marché intermédiaire. Représentant de la banque auprès de vos clients, vous vous positionnerez comme un conseiller de confiance, sollicité pour des conseils sur les facilités de crédit qui soutiennent la stratégie commerciale du client. Vous apporterez également de la valeur ajoutée en identifiant les opportunités et en ouvrant des perspectives qui enrichiront la relation bancaire globale.

À cette fin, vous développerez et exécuterez une stratégie relationnelle pour chaque client, en identifiant les enjeux clés de la relation et en mettant en œuvre une stratégie visant à faciliter le développement de notre partenariat avec l'entreprise. Vous élargirez également votre sphère d'influence en développant des relations avec des contacts externes et du secteur afin de générer de nouvelles opportunités commerciales grâce aux recommandations et à un programme d'appels ciblés.

Développer de nouvelles relations et développer de nouveaux volumes grâce à des recommandations internes et externes et à un programme d'appels ciblés constitue votre principale responsabilité. Vous êtes à l'aise dans un environnement de travail axé sur le travail d'équipe, où vous devrez concilier ventes, ventes croisées, service client et recommandations de partenaires commerciaux.

Exigences du poste :

Les Directeurs relations clients performants possèdent une capacité avérée à générer continuellement de nouvelles affaires et à développer un portefeuille existant de clients de grandes entreprises. Un Directeur des relations clients doit être à l'aise pour exécuter un plan marketing indépendant, incluant une part importante du temps consacré à un programme d'appels et au développement de prospects auto-générés. De plus, pour identifier des opportunités commerciales de qualité, il doit posséder une expérience en analyse et en structuration de crédit commercial.

Outre votre diplôme de premier ou deuxième cycle en commerce ou un titre professionnel pertinent, vous justifiez idéalement de deux à trois ans d'expérience en tant qu'analyste financier ou gestionnaire de comptes en entreprise ou dans le secteur bancaire. Vous pouvez également avoir une expérience dans un autre domaine répondant aux besoins de l'entreprise et souhaitez apporter une valeur ajoutée sous un angle différent. Vous possédez de solides compétences en analyse et en gestion des relations clients et souhaitez les développer davantage dans ce rôle.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.