Providing exceptional service within a Canadian banking branch, processing transactions, nurturing customer relationships, and promoting digital banking tools.
Responsibilities
Taking a proactive approach to discovering customer needs
Processing day to day transactions
Nurturing rich, long-standing relationships
Contributing to branch targets by identifying and fulfilling simple sales opportunities
Introducing clients to mobile banking applications
The Manager of Tangerine Investments leads a team of Investment Fund Associates, executing the mission to coach, educate and enable Canadians to become better investors while optimizing investment fund sales and customer service across all channels.
Responsibilities
Translate the investments business mid-term plan for asset growth into an annualized plan for the frontline sales team and strategically align individual and team incentives to achieve targets.
Manage and optimize resource allocation for inbound and outbound service and sales activities.
Create programs that drive engagement and develop the team’s ability to deliver on our departmental mission.
Lead, coach and develop teams, bringing energy and passion for the business.
Conduct performance assessments with reports at least semi-annually.
Consultants contribute to the overall success of HR Solutions activities by ensuring specific individual goals, plans, and assigned initiatives are executed in support of the GHRO teams’ business strategies and objectives. The role focuses on providing support to all business lines and countries to address and resolve low and medium risk situations.
Responsibilities
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Provide timely, efficient, and valued solutions on Time and Pay issues and concerns by leveraging well developed knowledge of HR policies and procedures.
Provide 2nd level support for Employee Service teams for Time and Pay related requests.
Promotes and supports a seamless and consistent experience for employees and People Leaders with Time and Attendance and Payroll concerns.
Independently reviews and assesses escalated Time and Attendance and Payroll issues.
Requirements
Post-secondary degree in Human Resources or pursuing education in related field
Financial Advisor, Investment and Retirement Planning (FAIR) in a retail branch network, responsible for meeting or exceeding negotiated deposit and investment sales goals through effective management of an assigned portfolio of clients.
Compensation
Competitive compensation and benefits package
Responsibilities
Establish and deepen investment and primary banking relationships with existing assigned clients and clients referred by branch partners
Conduct in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning
Deliver trusted financial advice regarding investments and retirement planning
Craft personalized financial strategies and solutions
Foster strong engagement and educate clients
Requirements
Nice to have: Experience in financial planning and investment sales
Nice to have: Successfully completed the CIFP/CFP designation or bank recognized equivalent
Nice to have: Certification as a Mutual Funds Representative in good standing with licensing requirements
Nice to have: Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment
Benefits
Competitive compensation and benefits package
Inclusive culture that values and recognizes contributions
Supportive work environment that promotes work-life balance
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