Senior Personal Banking & Financial Solutions Manager

The Toronto-Dominion Bank (Canada); Quebec; On-site; CAD 53,000 - 74,000; Full time

Job summary

TD Canada Trust in Quebec is seeking a Personal Banker to deliver financial guidance and exceptional service to customers at the branch. You will be a trusted advisor helping clients choose the right banking and investment solutions.

Join TD to support customer financial goals, ensure compliance, and participate in ongoing development and training programs. This role emphasizes service quality, confidentiality, and teamwork within a dynamic banking environment.

Qualifications

• High school diploma or equivalent; 1 year of relevant experience preferred.
• Post-secondary degree is an asset.
• IFIC or CFSA certification must be completed within 12 months if hired.
• Real estate secured lending and/or investment experience is an asset.
• Strong knowledge of investing and credit processes to provide personalized advice.

Responsibilities

• Provide high-level financial solutions to customers from a range of investment and banking products.
• Ask questions to understand needs and create positive experiences to retain and deepen relationships.
• Offer personalized financial advice while maintaining confidentiality and accuracy.
• Collaborate with frontline staff and partners to address customer issues promptly.
• Stay informed about regulations and contribute to process improvements.
• Maintain professional conduct and support a diverse, collaborative work environment.

Skills

Customer service

Financial guidance

Communication

Time management

Team player

Education

High school diploma

Post-secondary degree asset

IFIC/CFSA certification

Tools

MS Office

Internet applications

Job description

TD Canada Trust in Quebec is seeking a Personal Banker to deliver financial guidance and exceptional service to customers at the branch. You will be a trusted advisor helping clients choose the right banking and investment solutions.

Join TD to support customer financial goals, ensure compliance, and participate in ongoing development and training programs. This role emphasizes service quality, confidentiality, and teamwork within a dynamic banking environment.