Personal Banking Advisor

TD; Regina; On-site; CAD 44,000 - 59,000; Full time

Job summary

TD Canada Trust is hiring a Personal Banking Associate in Regina to guide customers through banking solutions, new accounts, and investment guidance. You’ll route queries to the right staff, promote digital banking tools, and support frontline operations with accurate processing of transactions and paperwork.

The role emphasizes customer relationships, confidentiality, and adherence to TD’s code of conduct, with ongoing opportunities for skills development and career growth within a supportive

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• Investment Funds Canada (IFC) or equivalent – within 90 days of start date.
• Post-Secondary or Undergraduate degree (in related field) preferred.

Responsibilities

• Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions.
• Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters.
• Build customer confidence in emerging digital banking trends by educating them on mobile, ATM, and online banking.
• Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management.
• Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence.
• Participate in the timely and accurate completion of business processes and procedures.
• Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and Ethics.
• Help build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development and sharing industry knowledge to achieve common objectives.

Skills

Customer service

Communication skills

Organization & time management

Independent worker

Education

Post-secondary degree preferred

IFC certification within 90 days

Tools

MS Office (Word, Excel, Outlook)

Branch software

Job description

TD Canada Trust is hiring a Personal Banking Associate in Regina to guide customers through banking solutions, new accounts, and investment guidance. You’ll route queries to the right staff, promote digital banking tools, and support frontline operations with accurate processing of transactions and paperwork.

The role emphasizes customer relationships, confidentiality, and adherence to TD’s code of conduct, with ongoing opportunities for skills development and career growth within a supportive