Personal Banker

TD; Gravenhurst; On-site; CAD 57,000 - 71,400; Full time

Benefits offered by this job

Health and well-being benefits

Savings and retirement programs

Career development opportunities

Job summary

A leading financial institution is seeking a Personal Banker in Gravenhurst, Ontario. In this role, you will create meaningful connections with customers, offering personalized financial advice to help them achieve their financial goals. Responsibilities include advising on banking solutions and managing customer interactions. The ideal candidate has a high school diploma, relevant experience, and strong organizational and communication skills. A competitive salary of $57,000 - $71,400 CAD is offered, along with a comprehensive total rewards package.

Qualifications

• Experience in financial roles or customer service.
• Completion of necessary financial certifications.
• Strong knowledge of banking products and services.

Responsibilities

• Advise customers on investment options to meet financial goals.
• Engage with customers through tailored advice and solutions.
• Handle customer inquiries and retain relationships effectively.

Skills

Customer Relationship Management

Financial Analysis

Investment Knowledge

Organizational Skills

Communication

Education

High school diploma

Post-Secondary or Undergraduate degree

Completion of IFIC or equivalent

Tools

MS Office

Internet Applications

Job description

Work Location

Gravenhurst, Ontario, Canada

Hours

37.5

Line Of Business

Personal & Commercial Banking

Pay Details

$57,000 - $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. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job‑related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation‑related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description

Department Overview

At TD Canada Trust, we are the frontline of TD Bank. 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. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.

Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.

Personal Banker Role

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


• By asking thoughtful financial questions, 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; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy


• 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 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

Who We Are

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well‑being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

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.

Colleague Development

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.

Training & Onboarding

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

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

Language Requirement (Quebec Only)

Sans Objet