Personal Banker North Shore Laurentides

Position: Personal Banker (Future opportunities)- North Shore Laurentides

Personal Banker (Future Opportunities) – North Shore of Laval, Laurentides

Location: Saint-Jérôme, Quebec, Canada

Hours: 37.5

Line Of Business: Personal & Commercial Banking

Pay: 52,700 – 74,400 CAD per year

Job Description

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.

In This Role, You Are Expected To:

• Play a key role in advising customers on 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.
• Act as a point of contact for 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 and participate in process improvement opportunities.
• Strive to achieve and improve service level agreements and productivity targets.
• Ensure documents are prepared consistent with relevant regulations and properly reflecting business intentions.
• Participate fully as a team member, help build a positive and diverse work environment, support and mentor others, and address communication issues efficiently.

Job Requirements

• 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 is an asset.
• Sound knowledge of advanced investing and credit processes, banking solutions, and concepts to provide personalized advice 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 concisely and logically.
• Self-initiator with strong organizational, planning, and time management skills.

Who We Are

TD is one of the world's leading financial institutions and the fifth largest bank in North America by branches. We deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. We are committed to being a leader in customer experience and building capabilities to shape the future of banking.

Our Total Rewards Package

Our Total Rewards package includes base salary, variable compensation, 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. We offer regular development conversations, training programs, and a competitive benefits plan.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. Each province or territory within Canada may have its own regulations, requirements.

Colleague Development

You’ll have regular career, development, and performance conversations, access to an online learning platform, and mentoring programs.

Training & Onboarding

We will provide training and onboarding sessions to ensure success in the new role.

Interview Process

We’ll reach out to candidates of interest to schedule interviews.

Accommodation

Your accessibility is important to us. Let us know if you would like accommodations.

Language Requirement (Quebec Only)

• Applicants should be bilingual or francophones. When a position is available, a language assessment will determine if knowledge of a language other than French is required.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Investment Banking

Referrals increase your chances of interviewing at TD Securities by 2x.

We look forward to hearing from you!

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