At a Glance
- Tasks: Connect with customers to help them achieve their financial goals and provide personalized advice.
- Company: Join TD Canada Trust, a leading global financial institution with a focus on client experience.
- Benefits: Enjoy competitive salary, health benefits, career development, and a supportive work environment.
- Other info: Dynamic team culture with opportunities for growth and mentorship.
- Why this job: Make a real impact by building lasting relationships and helping clients navigate their financial journeys.
- Qualifications: High school diploma or relevant experience; post-secondary education is a plus.
The predicted salary is between 50600 - 71400 $ per year.
Work Location: Collingwood, Ontario, Canada
Hours: 37.5
Line of Business: Personal & Commercial Banking
Pay Details: $50,600 - $71,400 CAD
TD 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.
Job Description:
At TD Canada Trust, we strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.
Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers’ financial needs? Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.
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.
- Engage with customers and create positive experiences to retain and deepen relationships.
- Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns.
- 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.
- Strive to achieve and improve service level agreements and productivity targets.
- Ensure documents are prepared consistent with relevant regulations.
- Participate fully as a team member, help build a positive and diverse work environment, 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.
- Proficiency in software tools including MS Office, and internet applications.
- A self-initiator with strong organizational, planning and time management skills.
We’re committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals.
Training & Onboarding:
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Accommodation:
Your accessibility is important to us. Please let us know if you’d like accommodations to help us remove barriers so that you can participate throughout the interview process.
Personal Banker employer: TD
TD Securities is an exceptional employer located in Toronto, Ontario, offering a dynamic work environment that prioritizes innovation and professional growth. With a strong commitment to employee development, competitive compensation, and a comprehensive benefits package, TD fosters a culture of collaboration and inclusivity, empowering colleagues to thrive both personally and professionally. Join a forward-thinking team where your contributions are valued, and you can make a meaningful impact in the capital markets sector.
