Personal Banker & Financial Planning Advisor

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

Benefits offered by this job

Total Rewards

Training & onboarding

Accommodation options

Job summary

TD Bank Group is seeking a Personal Banker (Manager, Personal Financial Services) in Saint-Léonard, QC. The role focuses on delivering personalized financial advice, managing customer relationships, and promoting TD banking solutions to help clients achieve their financial goals.

The position emphasizes high-quality service, product knowledge, and collaboration with team members to ensure a positive customer experience.

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.

Responsibilities

• Provide high-quality customer service and financial guidance at the branch.
• Promote TD’s products and services to meet customer needs.
• Engage with customers to understand goals and offer solutions within regulatory guidelines.
• Maintain accurate records and assist team members as needed.
• Stay informed on regulations and banking policies to protect client and TD interests.

Skills

Customer service

Financial advice

Communication

Relationship building

Education

High school diploma

Post-secondary degree asset

IFIC certification

CFSA within 12 months

Tools

MS Office

Job description

TD Bank Group is seeking a Personal Banker (Manager, Personal Financial Services) in Saint-Léonard, QC. The role focuses on delivering personalized financial advice, managing customer relationships, and promoting TD banking solutions to help clients achieve their financial goals.

The position emphasizes high-quality service, product knowledge, and collaboration with team members to ensure a positive customer experience.