Personal Banker (Future Opportunities) - Montreal East, Mascouche

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.

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; raise 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.

Language Requirement (Quebec only): Remarque:Étant donné que cet affichage concerne de futurs postes vacants et qu’il servira à pourvoir de nombreux postes aux exigences comparables à l’avenir, nous invitons les candidats bilingues et francophones à poser leur candidature. Lorsqu’un poste sera à pourvoir, une évaluation des besoins en matière de langue sera effectuée pour déterminer si la connaissance d’une autre langue que le français est exigée.

Benefits 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 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.

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