Banquier Personnel

Lieu de Travail :
Barrie, Ontario, Canada

Horaire : 37.5 heures (temps plein)

Secteur d’activité :
Services bancaires personnels et commerciaux

Détails de la rémunération : $52 700 – $74 400 CAD (selon compétences et expérience).

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.

You are a Personal Banker who connects personally with customers to help them achieve financial goals and explores investment options that best suit customers’ needs. You provide sound financial planning advice to promote customer loyalty and investment returns.

• Play a key role in advising customers of high‑level financial solutions from a range of available investment and credit banking solutions.
• Engage with customers by asking thoughtful financial questions to create positive experiences and deepen relationships.
• Increase customer financial confidence by providing personalized financial advice, answering questions, and addressing concerns; raising matters as appropriate while maintaining confidentiality and accuracy.
• Act as a point of contact for frontline staff in handling customer problems.
• Maintain professional space in common areas 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 and participate in process improvement opportunities to protect the organization’s interests.
• Strive to achieve and improve service level agreements and productivity targets.
• Ensure documents are prepared consistent with relevant regulations and properly reflect 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.

• High school diploma and/or at least 1 year of relevant experience.
• Post‑secondary or undergraduate degree in a related field is an asset.
• Completion of IFIC or equivalent is required.
• CFSA must be completed within 12 months of hire.
• Real‑estate secured lending and/or investment experience is an asset.
• Sound knowledge of advanced investing and credit processes, banking solutions and concepts to provide personalized advice in a fast‑paced 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.