Personal Banker: Grow Client Portfolios & Financial Plans

TD; Canada; On-site; CAD 52,000 - 75,000; Full time

Job summary

A leading Canadian bank is seeking a Personal Banker to provide financial advisory services and assist customers in achieving their financial goals. This role requires engaging with customers to understand their needs, advising on banking solutions, and enhancing customer confidence. Ideal candidates will have a high school diploma and relevant experience along with strong communication and organization skills. The position is based in Montreal, offering a competitive salary range of CAD 52,700 to CAD 74,400.

Benefits

Health and well-being benefits

Savings and retirement programs

Paid time off

Career development programs

Qualifications

• High school diploma and/or 1 year of relevant experience.
• Completion of IFIC or equivalent required.
• Real estate secured lending and/or investment experience an asset.

Responsibilities

• Advise customers of financial solutions.
• Engage with customers to create positive experiences.
• Provide personalized financial advice.

Skills

Customer service

Financial advisory

Organization skills

Communication

Education

High school diploma

Post-Secondary degree in related field

Tools

MS Office

Internet applications

Job description

A leading Canadian bank is seeking a Personal Banker to provide financial advisory services and assist customers in achieving their financial goals. This role requires engaging with customers to understand their needs, advising on banking solutions, and enhancing customer confidence. Ideal candidates will have a high school diploma and relevant experience along with strong communication and organization skills. The position is based in Montreal, offering a competitive salary range of CAD 52,700 to CAD 74,400.