Personal Banker: Grow Client Wealth with Expert Advice

TD; Whitehorse; On-site; CAD 53,000 - 74,000; Full time

Job summary

TD Canada Trust is seeking a Personal Banker in Whitehorse, Yukon, to engage with customers and provide personalized financial planning advice. You will promote investment and credit solutions, ask insightful questions, and foster long-term relationships, while maintaining confidentiality and regulatory compliance.

You will work with branch colleagues to deliver high-quality service, stay informed about evolving regulations, and contribute to a positive customer experience in a dynamic banking

Qualifications

• High school diploma or higher and relevant experience.
• IFIC or equivalent required; CFSA within 12 months if hired.
• Strong knowledge of banking products and credit solutions.
• MS Office proficiency and ability to work in a fast-paced environment.

Responsibilities

• Advise customers on high-level financial solutions from available banking options.
• Engage customers with thoughtful financial questions to build relationships.
• Provide personalized advice to increase customer confidence and loyalty.
• Collaborate with frontline staff and partners to resolve issues promptly.
• Maintain professional spaces and ensure compliance with regulations.

Skills

Customer service

Communication

Organizational skills

MS Office

Financial knowledge

Education

High school diploma

Post-secondary degree asset

IFIC or equivalent

CFSA within 12 months

Tools

MS Office

Job description

TD Canada Trust is seeking a Personal Banker in Whitehorse, Yukon, to engage with customers and provide personalized financial planning advice. You will promote investment and credit solutions, ask insightful questions, and foster long-term relationships, while maintaining confidentiality and regulatory compliance.

You will work with branch colleagues to deliver high-quality service, stay informed about evolving regulations, and contribute to a positive customer experience in a dynamic banking