Personal Banker - Fixed Term Contract

TD Bank Group; Calgary; Hybrid; CAD 42,000 - 66,000; Full time

Job summary

TD Canada Trust recherche un Banquier personnel pour Calgary afin de conseiller les clients sur des solutions financières et d’entretenir des relations durables. Le rôle nécessite une compréhension des besoins et des produits d’investissement et de crédit, ainsi qu’un sens aigu du service.

Le candidat contribuera à l’évaluation des portefeuilles, au respect des règlements et au travail en équipe pour offrir une expérience client exceptionnelle au guichet et en agence.

Qualifications

• Diplôme d’études secondaires requis; formation supérieure appréciée.
• IFIC ou équivalent requis; CFSA à compléter sous 12 mois.

Responsibilities

• Conseiller les clients sur des solutions financières adaptées.
• Effectuer des analyses des besoins financiers et proposer des options d’investissement et de crédit.
• Maintenir des registres conformes et assurer un service client exemplaire au guichet et au libre-service.

Skills

Relation client

Conseil financier

Communication efficace

Organisation

Education

Diplôme d’études secondaires

Formation post-secondaire facultative

IFIC ou équivalent

CFSA à passer dans les 12 mois

Tools

MS Office

Logiciels CRM

Job description

## Banquier PersonnelPostuler: Sur place: Calgary, Alberta: Temps plein: Publié aujourd'hui: Date de fin : 23 octobre 2026 (Il reste 14 jours pour postuler): R\\_1513845**Lieu de travail :**Calgary, Alberta, Canada**Horaire :**37.5**Secteur d’activité :**Services bancaires personnels et commerciaux**Détails de la rémunération :**-La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD. Nos politiques et pratiques en matière de rémunération ont été conçues pour permettre aux collègues de progresser dans l’échelle salariale au fil du temps, à mesure qu’ils s’améliorent dans leurs fonctions. Le salaire de base offert peut varier en fonction des compétences et de l’expérience du candidat, de ses connaissances professionnelles, de son emplacement géographique et d’autres besoins particuliers du secteur et de l’entreprise. En tant que candidat, nous vous encourageons à poser des questions sur la rémunération et à avoir une conversation franche avec votre recruteur, qui pourra vous fournir des détails plus précis sur ce poste.**Description du poste :****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.**Job Description:**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