Personal Banker - Remote

Overview

The Personal Banker role at TD Canada Trust focuses on building relationships with customers and providing tailored financial advice to help them achieve their financial goals.

In Short

• Provide personalized financial advice to customers.
• Engage with customers to understand their financial needs.
• Promote banking products and services.
• Act as a point of contact for customer inquiries.
• Maintain compliance with regulations and guidelines.
• Participate in team activities and support colleagues.
• Achieve service level agreements and productivity targets.
• Stay updated on banking regulations and industry trends.
• Assist in financial reviews and portfolio updates.
• Provide excellent customer service and support.

Requirements

• High school diploma and/or 1 year of relevant experience.
• Post-Secondary or Undergraduate degree is an asset.
• Completion of IFIC or equivalent required.
• Experience in real estate secured lending or investments is an asset.
• Knowledge of advanced investing and credit processes.
• Proficiency in MS Office and internet applications.
• Strong organizational and planning skills.
• Tactful communicator with logical reasoning.
• Self-initiator with time management skills.
• Ability to work in a fast-paced environment.

Benefits

• Competitive salary and variable compensation.
• Health and well-being benefits.
• Savings and retirement programs.
• Paid time off and banking discounts.
• Career development opportunities.
• Mentorship and training programs.
• Support for personal and professional growth.
• Inclusive and diverse work environment.
• Regular development conversations with management.
• Access to online learning platforms.