Talent.com
TD
Personal Banker - Future OpportunitiesTD • Canada, Canada
Personal Banker - Future Opportunities

Personal Banker - Future Opportunities

TD • Canada, Canada
30+ days ago
Job type
  • Full-time
Job description
Work Location:
Belleville, Ontario, Canada

Hours:
37.5

Line of Business:
Personal & Commercial Banking

Pay Details:
$50,600 - $71,400 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview:

At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.

Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.

Job Description:

Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Then join us as a Personal Banker and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.

In this role, you are expected to:

• 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

Job Requirements:

• 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

• Tactful communicator able to exchange ideas and customer information in a concise and logical way

• A self-initiator with strong organizational, planning and time management skills

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):
Sans Objet
Create a job alert for this search

Personal Banker - Future Opportunities • Canada, Canada

Similar jobs

Personal Banker Trainee Position in Saskatoon

TDCA
Full-time

Join the TD Canada Trust team as a Personal Banker Trainee in Saskatoon, where your skills will help clients succeed financially.In this role, you'll focus on providing insightful advice and person... Show more

 • Promoted

Teller

Great Value HiringCA
Full-time

Tellers to use their professional experience to design questions related to their occupation as a Teller.Fully remote role that can be completed on your own schedule.Projects can be extended, short... Show more

 • Promoted

Personal Banking Trainee: Launch Your Banking Career

TDCA
Full-time

A major Canadian bank is seeking a Personal Banking Associate in Brampton, Ontario.Successful candidates will engage with customers, providing advice and resolving inquiries about banking services.... Show more

 • Promoted

Senior Wealth Planning Specialist

Royal Bank of CanadaCA
Full-time

A leading financial institution in Canada seeks a Financial Planning Specialist to develop tailored financial plans for high net worth clients.You will support advisors, assist in business developm... Show more

 • Promoted

Senior Personal Banker - Investing

TDCA
Full-time

At TD Canada Trust, we are the frontline of TD Bank.We strive to build deep and long‑lasting relationships with our customers by performing a broad range of customer service transactions and provid... Show more

 • Promoted

Personal Banking Associate: Build Relationships

TDCA
Full-time

A leading financial institution in Oyen, Alberta, seeks a Personal Banking Associate to enhance customer relationships and guide them with their banking needs.The successful candidate will engage w... Show more

 • Promoted

Personal Banker Trainee

TDCA
Full-time

Saskatoon, Saskatchewan, Canada.TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth opportunities and skill development are defining features of the ... Show more

 • Promoted

Frontline Banking Experience Specialist

TDCA
Full-time

A leading financial institution in Richmond, BC is seeking a Customer Experience Associate to enhance customer interactions and process transactions.The ideal candidate will have strong customer ex... Show more

 • Promoted

In-Person B2B Sales Pro - Tech Solutions

TudotsuCA
Full-time

A technology solutions company in Ontario is seeking motivated B2B Sales Representatives to connect with business owners and provide tailored solutions.You will proactively understand client needs,... Show more

 • Promoted

Financial Planning Specialist

Royal Bank of CanadaCA
Full-time

As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High ... Show more

 • Promoted

Senior Personal Banker Focused on Home Borrowing Expertise

TDCA
Full-time

Transform customer experiences with specialized financial planning in a Senior Personal Banker role.Your expertise in home borrowing will guide clients towards achieving their financial goals in pe... Show more

 • Promoted

Personal Banking Associate: Engage and Empower Customers Daily

TDCA
Full-time

Elevate your career by becoming a Personal Banking Associate! Immerse yourself in a role that emphasizes relationship-building and customer satisfaction in a supportive branch environment.You will ... Show more

 • Promoted

Financial Planner | $85/hr Remote

Crossing HurdlesCA
Remote
Part-time

Financial Planner | $85/hr Remote — Crossing Hurdles.Financial Planner | $85/hr Remote.Role Responsibilities (Training support will be provided).AI-generated financial plans and advisory outputs.Si... Show more

 • Promoted

Senior Personal Banker Skilled in Investment and Financial Growth

TDCA
Full-time

Enhance customer financial outcomes as a Senior Personal Banker with expertise in investment advice.Build trust and loyalty through personalized financial solutions that resonate with customers' go... Show more

 • Promoted

Managing Partner (Franchise Opportunities)

Billyard InsuranceCA
Full-time

Billyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values.At BIG, we Think BIG by exceeding expectations and creating lasti... Show more

 • Promoted

Personal Banker- Future Opportunities

TDCA
Full-time

At TD Canada Trust, we are the frontline of TD Bank.We strive to build deep and long‑lasting relationships with our customers by performing a broad range of customer service transactions and provid... Show more

 • Promoted

Senior Personal Banker - Home Borrowing

TDCA
Full-time

TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth opportunities and skill development are defining features of the colleague experience at TD.Our c... Show more

 • Promoted

Expert Personal Banker Role

TDCA
Full-time

Shape the future of finance as a Personal Banker, delivering exceptional customer service and tailored investment solutions.Seize the chance to build deep connections with customers to support thei... Show more

 • Promoted

Dynamic Managing Partner Shaping the Future of Insurance Brokerage

Billyard InsuranceCA
Full-time

Lead with purpose as a Managing Partner, shaping the future of your own insurance branch.Drive growth, cultivate client relationships, and utilize advanced technology to enhance service quality.In ... Show more

 • Promoted

Growth Lead, DeFi & L1 Marketing (In‑Person)

BerachainCA
Full-time

A cutting-edge blockchain firm in Canada seeks a Marketing Lead to shape its brand and promote its decentralized finance initiatives.The ideal candidate will bring over 3 years of blockchain market... Show more