Personal Banking & Investment Advisor

TD; Regina; On-site; CAD 51,000 - 71,000; Full time

Job summary

TD Canada Trust in Regina, Saskatchewan, is seeking a Personal Banker to provide personalized financial planning and guidance, helping customers achieve their goals. You will advise on investment options, credit banking solutions, and maintain confidentiality while building lasting relationships.

The role emphasizes knowledge of evolving regulations, strong communication, and collaboration with frontline staff to enhance customer experiences and grow the portfolio.

Qualifications

• High school diploma and/or 1 year of relevant experience.
• Post-Secondary or Undergraduate degree in related field is an asset.
• Completion of IFIC or equivalent required.
• CFSA must be completed within 12 months, if hired.
• Real estate secured lending and/or investment experience an asset.
• Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide personalized advice to customers in a fast-paced work environment.
• Proficiency in software tools including MS Office, and internet application.

Responsibilities

• Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions.
• By asking 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 customer questions, and addressing their 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 as well as 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.

Skills

Tactful communicator

Self-initiative

Organizational skills

Time management

Planning

Education

Post-Secondary or Undergraduate degree (asset)

Tools

MS Office

Internet applications

Job description

TD Canada Trust in Regina, Saskatchewan, is seeking a Personal Banker to provide personalized financial planning and guidance, helping customers achieve their goals. You will advise on investment options, credit banking solutions, and maintain confidentiality while building lasting relationships.

The role emphasizes knowledge of evolving regulations, strong communication, and collaboration with frontline staff to enhance customer experiences and grow the portfolio.