Personal Banker – Future Opportunities

🔥 0 minutes ago

🇨🇦 Canada – Remote

💵 $52.7k - $74.4k / year

⏰ Full Time

🟢 Junior

🚫👨‍🎓 No degree required

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Logo of TD

TD

10,000+ employees

Founded 1855

🏦 Banking

💸 Finance

💰 Grant on 2023-10

Banking • Finance • Insurance

TD is one of North America's biggest banks offering a wide range of banking services including personal and business banking, insurance, wealth management, and securities. TD is committed to sustainability, diversity, equity, and inclusion, ensuring a supportive and inclusive workplace where employees are empowered to grow. The bank provides various roles and career opportunities across different regions with a focus on community impact and professional development. TD's culture is defined by care and respect, aimed at benefiting their business performance, customers, and communities.

📋 Description

• Advise 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 • Provide personalized financial advice, answering customer questions, and addressing their concerns • Act as a point of contact for the frontline staff in handling customer problems • Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions • Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct • Ensure documents are prepared consistent with relevant regulations • Participate fully as a team member, help build a positive and diverse work environment

🎯 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 personalized advice to customers in a fast-paced work environment • 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

🏖️ Benefits

• Health and well-being benefits • Savings and retirement programs • Paid time off • Banking benefits and discounts • Career development opportunities • Reward and recognition programs

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