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Personal Banker - Yarmouth (Future Opportunity)

TD

Canada

On-site

CAD 50,000 - 72,000

Full time

16 days ago

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Job summary

A leading financial institution in Yarmouth, Nova Scotia, is seeking a Personal Banker to provide tailored financial advice, assist customers with achieving their financial goals, and enhance customer loyalty. The ideal candidate should possess a high school diploma and strong communication skills. The role offers opportunities for growth and development, a competitive salary range of $50,600 - $71,400 CAD, and a commitment to employee well-being and training.

Benefits

Health and well-being benefits
Savings and retirement programs
Career development opportunities

Qualifications

  • Must have a high school diploma and/or 1 year of relevant experience.
  • Completion of IFIC or equivalent is required.
  • Banking and credit processes knowledge is essential.

Responsibilities

  • Advise customers on financial solutions and investment options.
  • Provide personalized financial advice and address customer concerns.
  • Engage customers to retain and deepen relationships.

Skills

Customer relationship management
Financial advisory
Communication
Time management
Organizational skills

Education

High school diploma
Post-secondary or undergraduate degree
IFIC completion

Tools

MS Office
Internet applications
Job description

Work Location: Yarmouth, Nova Scotia, Canada

Hours: 37.5

Line of Business: Personal & Commercial Banking

Pay Details: $50,600 - $71,400 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate’s skills and experience, job‑related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

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.

Position Summary

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.

Responsibilities
  • Play a key role in advising customers of high‑level financial solutions from a range of available investment and credit banking solutions.
  • Ask 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 questions, and addressing 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 and 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.
Qualifications
  • High school diploma and/or 1 year of relevant experience.
  • Post‑secondary or undergraduate degree in a related field is an asset.
  • Completion of IFIC or equivalent required.
  • CFSA must be completed within 12 months if hired.
  • Real estate or investment experience is an asset.
  • Sound knowledge of advanced investing and credit processes, banking solutions and concepts to provide personalized advice in a fast‑paced environment.
  • Proficiency in software tools including MS Office and internet applications.
  • 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.
Who We Are

TD is one of the world’s leading global financial institutions and is the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, the customers we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, and we believe that all colleagues—no matter where they work—are customer‑facing. Whether you have years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations, mentorship and training programs, we’re here to support you toward your goals. As an organization, we keep growing—and so will you.

Total Rewards

Our Total Rewards package includes a base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information

This job opportunity is subject to provincial regulation for employment purposes. It is important to acknowledge that each province or territory in Canada may have its own set of regulations and requirements.

Colleague Development

We provide regular career, development and performance conversations with your manager, an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you want to expand your experience or coach and inspire colleagues, there are many career paths within our organization.

Training & Onboarding

We provide training and onboarding sessions to ensure you have everything you need for success in your new role.

Interview Process

We reach out to candidates of interest to schedule an interview and do our best to communicate outcomes by email or phone.

Accommodation

Your accessibility is important to us. Let us know if you need accommodations (e.g., accessible meeting rooms, captioning for virtual interviews) so we can remove barriers.

We look forward to hearing from you!

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