Personal Banker - Ville

Overview

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.

• Advising customers on high-level financial solutions, including investment and credit banking solutions.
• Engaging with customers by asking thoughtful financial questions to create positive experiences and deepen relationships.
• Increasing customer financial confidence by providing personalized financial advice, answering questions, and addressing concerns; escalating matters as appropriate while maintaining confidentiality and accuracy.
• Acting as a point of contact for frontline staff in handling customer problems.
• Maintaining a professional appearance 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 goals.
• Staying knowledgeable about emerging issues, evolving regulations and industry codes of conduct, and participating in process improvement opportunities to protect the organization’s interests.
• Striving to achieve and improve service level agreements and productivity targets.
• Ensuring documents are prepared in accordance with relevant regulations and properly reflect business intentions.
• Participating fully as a team member, helping build a positive and diverse work environment, mentoring others, and addressing communication issues efficiently.

• High school diploma and/or at least one year of relevant experience.
• Post‑secondary or undergraduate degree in a related field is an asset.
• Completion of IFIC or equivalent required.
• Completion of CFSA 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 environment.
• Proficiency in software tools including MS Office and internet applications.
• Excellent communication skills with the ability to convey ideas and customer information concisely and logically.
• Self‑initiator with strong organizational, planning, and time‑management skills.

The Total Rewards package includes a 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.

We invite bilingual and French‑speaking candidates to apply. When a position becomes available, a language assessment will determine if proficiency in a language other than French is required.