Personal Banking Advisor

TD Bank Group; Richmond; On-site; CAD 46,000 - 61,000; Full time

Job summary

TD Bank Group in Richmond, BC is hiring a Personal Banking Associate to assist customers with day-to-day banking needs, open new accounts, and provide investment guidance. You will collaborate with staff to ensure seamless service and educate customers on digital banking options.

The role requires handling multiple tasks in a dynamic branch environment, delivering superior customer experiences, and maintaining accurate documentation compliant with TD policies.

Qualifications

• High School diploma or equivalent required.
• IFC or equivalent licensing within 90 days.
• Post-secondary degree preferred.
• Strong MS Office and branch software skills.
• Excellent verbal and written communication.

Responsibilities

• Engage customers in day-to-day advice needs and banking transactions.
• Guide customers to the right staff for solutions while maintaining confidentiality.
• Educate customers on mobile, ATM, and online banking trends.
• Support frontline staff with cash and non-cash transactions and report issues.

Skills

Customer service

Communication

Teamwork

Adaptability

Education

High School diploma

Post-secondary degree preferred

IFC license within 90 days

Tools

Branch software

MS Office

Job description

TD Bank Group in Richmond, BC is hiring a Personal Banking Associate to assist customers with day-to-day banking needs, open new accounts, and provide investment guidance. You will collaborate with staff to ensure seamless service and educate customers on digital banking options.

The role requires handling multiple tasks in a dynamic branch environment, delivering superior customer experiences, and maintaining accurate documentation compliant with TD policies.