Impactful Personal Banking Advisor

TD Bank Group; Montreal; On-site; CAD 53,000 - 74,000; Full time

Job summary

TD Bank Group in Montréal, QC is seeking a Personal Banker to help customers achieve financial goals by recommending investment and credit solutions and delivering exceptional service.

You will engage with clients, conduct financial reviews, and coordinate with team members to address questions while maintaining confidentiality and accuracy. This role emphasizes customer-centric advice and regulatory compliance.

Qualifications

• High school diploma and/or 1 year of relevant experience.
• Post-Secondary or Undergraduate degree is an asset.
• Completion of IFIC or equivalent required.
• CFSA must be completed within 12 months, if hired.
• Real estate secured lending/investment experience is an asset.
• Strong knowledge of investing, credit processes and banking solutions.

Responsibilities

• Provide high-level financial solutions and personalized advice.
• Engage with customers to understand needs and promote services.
• Build confident relationships and retain customers with solutions.
• Serve as a point of contact for frontline staff on issues.
• Maintain professional spaces and follow regulatory guidelines.
• Discuss portfolios and offer tailored reviews and updates.
• Stay informed on regulations and process improvements.

Skills

Customer service

Financial advisory

Communication

Organizational skills

MS Office

Time management

Education

High school diploma or equivalent

Post-secondary degree asset

IFIC certification asset

CFSA completion within 12 months asset

Tools

MS Office

Internet applications

Job description

TD Bank Group in Montréal, QC is seeking a Personal Banker to help customers achieve financial goals by recommending investment and credit solutions and delivering exceptional service.

You will engage with clients, conduct financial reviews, and coordinate with team members to address questions while maintaining confidentiality and accuracy. This role emphasizes customer-centric advice and regulatory compliance.