Personal Banker: Expert Financial Guidance & Relationships

The Toronto-Dominion Bank (Canada); Saint-Jérôme; On-site; CAD 53,000 - 74,000; Full time

Job summary

The Toronto-Dominion Bank (Canada) is hiring a Personal Banker in Saint-Jérôme, QC. You will assist customers with their financial goals, offering investment and credit guidance while maintaining confidentiality and service quality.

This client-facing role emphasizes accurate advice and relationship building at the branch. Qualified candidates have a high school diploma or equivalent experience, with CFSA/IFIC within 12 months preferred, and may bring real estate investment knowledge.

Qualifications

• High school diploma and/or 1 year of relevant experience.
• IFIC or CFSA certification/completion within 12 months if hired.
• Real estate secured lending or investment experience is an asset.
• Proficiency with MS Office and internet applications.

Responsibilities

• Advise customers on high-level financial solutions from investment and credit banking options.
• Engage with customers by asking questions to create positive experiences and deepen relationships.
• Provide personalized financial advice to boost confidence and discuss portfolio updates.
• Serve as frontline contact for handling customer problems with confidentiality.
• Collaborate with colleagues to reflect business intentions in documents and processes.
• Stay informed on regulations and industry guidelines to protect organizational interests.
• Contribute to achieving service levels and productivity targets.

Skills

Tactful communicator

Self-initiative

Organizational skills

Education

Post-Secondary or Undergraduate degree in related field

CFSA/IFIC certification within 12 months

Tools

MS Office

Internet applications

Job description

The Toronto-Dominion Bank (Canada) is hiring a Personal Banker in Saint-Jérôme, QC. You will assist customers with their financial goals, offering investment and credit guidance while maintaining confidentiality and service quality.

This client-facing role emphasizes accurate advice and relationship building at the branch. Qualified candidates have a high school diploma or equivalent experience, with CFSA/IFIC within 12 months preferred, and may bring real estate investment knowledge.