Personal Banker; Greenstone

Personal Banker – Remote/On site – Geraldton, Ontario – Full‑time – Posted 30+ Days Ago –

Hours:

37.5 – Pay: $50,600 to $71,400 CAD.

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.

You are passionate about connecting personally with customers to assist them in achieving their financial goals. You will demonstrate subject‑matter expertise in providing sound financial planning advice, promoting 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
• 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 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 qualified 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 intentionsli>
• 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 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

Our 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.

This job opportunity is subject to provincial regulation for employment purposes. Each province or territory within Canada may have its own set of regulations and requirements.

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.