Talent.com
The Toronto-Dominion Bank (Canada)
Personal Banker - CavendishThe Toronto-Dominion Bank (Canada) • Montréal, Québec
Personal Banker - Cavendish

Personal Banker - Cavendish

The Toronto-Dominion Bank (Canada) • Montréal, Québec
19 days ago
Job type
  • Full-time
Job description

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 Bankerand 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 ofhigh-levelfinancial solutions from a range of available investment and credit banking solutions

  • By asking thoughtful financial questions,engagewith customers andcreatepositive experiences to retain and deepen relationships

  • Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing theirconcerns;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 properlyreflectingbusiness 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 diplomaand/or1 year of relevantexperience

  • Post-Secondary or Undergraduate degree in related field is anasset

  • Completion ofIFIC or equivalent required

  • CFSA must be completedwithin 12 months, ifhired

  • Realestatesecuredlending and/orinvestment 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

    #LI-Retail

    #IN-Retail

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. 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):Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec les clients qui ont besoin de services et de soutien dans une langue autre que le français.
Create a job alert for this search

Personal Banker - Cavendish • Montréal, Québec

Similar jobs

Earn Cash From Taking Surveys Online

Earn HausSainte-Julienne, QC, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Managing Partner

Antal Internationalsaint-esprit, qc, ca
Full-time

Partner with Antal International in Canada.We are expanding and looking for ambitious professionals to open a new Antal office in.Build your business on a foundation of 30+ years of proven methodol... Show more

 • Promoted

Personal Support Worker - montréal (lasalle)

COGIR Immobiliermontréal (lasalle), montréal (lasalle), ca
Part-time +1

Are you a good listener, empathetic, and do you enjoy helping others? Are you looking for meaningful work, a proactive approach, and a role in finding solutions? At Cogir, we need people like you! ... Show more

 • Promoted

Accountant - saint-roch-de-l'achigan

Fed Financesaint-roch-de-l'achigan, qc, ca
Full-time

Founded in 2001, Fed Finance specializes in temporary and permanent recruitment for accounting and finance roles.Our consultants are all experts in their field and speak your language.We are commit... Show more

 • Promoted

Lead Business Analyst - Digital Banking

VeriParksaint-esprit, qc, ca
Full-time

We enable financial institutions to become AI-first digital leaders.As a professional team of global scale, we work with best clients for great and exciting projects, in an environment where we lea... Show more

 • Promoted

Lead Business Analyst - Digital Banking - VeriPark

VeriParksaint-esprit, qc, ca
Full-time

We enable financial institutions to become AI-first digital leaders.As a professional team of global scale, we work with best clients for great and exciting projects, in an environment where we lea... Show more

 • Promoted

Montréal Personal Banker Position

TDMontreal (administrative region), QC, CA
Full-time

Pursue a rewarding career with TD Canada Trust as a Personal Banker in Montréal, Quebec, focusing on customer success through comprehensive banking solutions.Utilize your expertise in investment an... Show more

 • Promoted

Remote Sales Representative

Spade RecruitingSainte-Melanie
Remote
Full-time +1

We are a well-established provider of supplemental benefits, dedicated to delivering value, transparency, and exceptional service to working families.Our team is growing, and we are currently seeki... Show more

 • Promoted

Sales Representative – In Store - Agence Carrières

Agence Carrièressaint-rémi, qc, ca
Full-time

Location: Saint-Michel, Montérégie Job type: Full-time | 40 h/week | Monday to Friday, day shift Start date: Immediate Salary: $22 to $28/hour, based on experience.Our client is a well-established ... Show more

 • Promoted

Sales Recruiter - VIVAZEN

VIVAZENsaint-esprit, qc, ca
Full-time

Help build the front line team powering Vivazen’s growth.Vivazen launched with a disruptive idea: a small, plant powered shot could outperform the synthetic stimulants dominating convenience counte... Show more

 • Promoted

Recruiter - mercier

Chartermercier, qc, ca
Full-time

Founded in 1997, Victoria headquartered Charter has grown into one of Canada’s foremost fastest growing Information Technology providers in the country, providing a broad array of high value produc... Show more

 • Promoted

Personal Banker

BMOMount Royal, Montreal (administrative region), CA
Full-time

Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.Work... Show more

 • Promoted

Banking Advisor

National Banksaint-lin-laurentides, qc, ca
Full-time

A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleague... Show more

 • Promoted

Personal Banker - Royalmount

The Toronto-Dominion Bank (Canada)Montreal (administrative region), QC, CA
Full-time

We are looking for a Personal Banker to help customers achieve their financial goals by providing sound financial planning advice and investment solutions.Advisory of high‑level financial solutions... Show more

 • Promoted

Personal Banker

Bank of MontrealMontreal (administrative region), QC, CA
Part-time

Application Deadline:06/04/2026Address:160 boul Rene-Levesque EastJob Family Group:Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects.Identifies customer need... Show more

 • Promoted

Managing Partner - saint-esprit

Antal Internationalsaint-esprit, qc, ca
Full-time

Partner with Antal International in Canada.We are expanding and looking for ambitious professionals to open a new Antal office in.Build your business on a foundation of 30+ years of proven methodol... Show more

 • Promoted

Lead Business Analyst - Digital Banking - saint-esprit

VeriParksaint-esprit, qc, ca
Full-time

We enable financial institutions to become AI-first digital leaders.As a professional team of global scale, we work with best clients for great and exciting projects, in an environment where we lea... Show more

 • Promoted

Personal Banker - Cavendish

TDMontreal (administrative region), QC, CA
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 banker

Bank of MontrealSaint-Laurent
Full-time +1

Application Deadline:05/28/2026Address:428, rue LafontaineJob Family Group:Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects.Identifies customer needs and pr... Show more

 • Promoted

Sales Representative – In Store

Agence CarrièresSaint-Remi, QC, CA
Full-time

Location: Saint-Michel, Montérégie Job type: Full-time | 40 h/week | Monday to Friday, day shift Start date: Immediate Salary: $22 to $28/hour, based on experience.Our client is a well-established ... Show more