Personal Banking Advisor – Build Lasting Client Relationships

TD; Montreal (administrative region); On-site; CAD 46,000 - 61,000; Full time

Job summary

TD Canada Trust in Montréal, Quebec is seeking a Personal Banking Associate to advise customers with banking needs, including new accounts, investments, and solutions. You’ll help customers navigate TD services and refer complex queries to the right staff.

This role emphasizes relationship-building, regulatory compliance, and teamwork. Educate customers on digital banking, support branch operations, and contribute to a positive, equitable work environment at TD.

Qualifications

• High School diploma and/or 1+ years of relevant experience.
• IFC certification within 90 days of start date.
• Post-secondary degree preferred.
• Proficiency in MS Office, branch software, and internet.
• Knowledge of banking solutions to advise customers.
• A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills.
• A dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing priorities.
• A strong communicator with established customer experience skills who can effectively connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner.

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

MS Office

Banking knowledge

Communication

Time management

Independent worker

Education

High School diploma

IFC certification within 90 days

Post-secondary degree

Tools

Branch software

Job description

TD Canada Trust in Montréal, Quebec is seeking a Personal Banking Associate to advise customers with banking needs, including new accounts, investments, and solutions. You’ll help customers navigate TD services and refer complex queries to the right staff.

This role emphasizes relationship-building, regulatory compliance, and teamwork. Educate customers on digital banking, support branch operations, and contribute to a positive, equitable work environment at TD.