Personal Banker - TD Bank, Laval

Role Overview

At TD Canada Trust, we are the frontline of TD Bank, dedicated to building deep and long-lasting relationships with our customers. As a Personal Banker in Laval, Québec, you will play a crucial role in providing information and advice on a broad range of banking services, products, and financial solutions. Our goal is to understand customer needs, identify opportunities to promote relevant offerings, and ensure a consistently positive customer experience.

Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you enjoy exploring and understanding investment options that best suit customers' financial needs? Join our team and demonstrate your subject matter expertise in providing sound financial planning advice, fostering customer loyalty, and contributing to investment returns. This is an excellent opportunity to advance your career in finance within a leading Canadian banking institution.

What You'll Do

As a Personal Banker, you will be instrumental in guiding customers through their financial journey. Your responsibilities will include:

• Playing a key role in advising customers on high-level financial solutions from a range of available investment and credit banking solutions.
• Engaging with customers by asking thoughtful financial questions and creating positive experiences to retain and deepen relationships.
• Increasing 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.
• Acting as a point of contact for frontline staff in handling customer problems.
• Maintaining professional space in common areas as per marketing and regulatory guidelines.
• Working closely with existing and prospective customers to provide financial reviews, discuss portfolio updates, and suggest additional personalized solutions based on their financial goals.
• Staying knowledgeable about emerging issues, evolving regulations, and industry codes of conduct, as well as participating in process improvement opportunities to protect the interests of the organization.
• Striving to achieve and improve service level agreements and productivity targets.
• Ensuring documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions.
• Participating fully as a team member, helping build a positive and diverse work environment, willingly assisting and mentoring others in the completion of work activities, and addressing communication issues efficiently.

Requirements

To succeed in this dynamic Personal Banker role, candidates should possess the following qualifications and attributes:

• High school diploma and/or 1 year of relevant experience.
• Post-Secondary or Undergraduate degree in a 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 applications.
• 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.

The Team & Your Career at TD

TD is one of the world's leading global financial institutions, committed to making every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses. Our more than 95,000 colleagues bring their skills, talent, and creativity to foster deeper relationships and build a simpler, faster banking experience. We believe that all colleagues are client-facing, working together to reimagine what banking can be for our clients, colleagues, and communities.

We are delighted you're considering building a career with TD. 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. This includes a competitive base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, and robust career development opportunities. Through regular development conversations, training programs, and a variety of mentoring programs, we're committed to providing the support our colleagues need to thrive both at work and at home. We foster a respectful workplace where diverse perspectives are valued, and everyone has fair opportunities to grow and unlock their full potential to achieve their career goals.