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Job summary

The Personal Banker provides personalized financial advice and investment solutions to build long-lasting customer relationships. They act as a point of contact for frontline staff and ensure all transactions and documentation comply with regulatory guidelines.

Job details

Work Location: Peace River, Alberta, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: 50600 - 71,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Job Description: Department Overview: 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. Job Description: 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. In this role, you are expected to: 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 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 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 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 Job Requirements: 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 Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more Additional Information: We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements. Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation 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. We look forward to hearing from you! Language Requirement (Quebec only): Sans Objet

What you’ll do

The Personal Banker provides personalized financial advice and investment solutions to build long-lasting customer relationships. They act as a point of contact for frontline staff and ensure all transactions and documentation comply with regulatory guidelines.

Requirements

Candidates must have a high school diploma and at least one year of relevant experience, with a post-secondary degree considered an asset. Completion of IFIC or equivalent certification is required, and CFSA must be obtained within 12 months of hiring.

Benefits

• Health and well-being benefits • Savings and retirement programs • Paid time off • Banking benefits and discounts • Career development • Reward and recognition programs

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Problem solving · Preferred
• Regulatory Compliance · Preferred
• MS-Office · Preferred
• Communication · Preferred
• Financial planning · Preferred
• Financial analysis · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial planning
• Investment advice
• Customer service
• Credit banking
• Relationship management
• Financial analysis
• Regulatory compliance
• Communication
• Time management
• Organizational skills
• MS Office
• Problem solving
• Mentoring
• Product promotion
• Financial Advising
• Tactfulness
• Product Promotion
• Time Off Management
• Credit Processes
• Planning
• Banking
• Financial Institution
• Commercial Banking
• Investments
• Certified Financial Services Auditor
• Customer Service
• Confidentiality
• Training And Development
• Creativity
• Loyalty Programs
• Financial Planning
• Marketing
• Rate Of Return
• Learning Platforms
• Mentorship
• Microsoft Office
• Employee Onboarding
• Real Estate
• Service-Level Agreement
• Time Management
• Process Improvement
• Advising

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales
• Personal Banker
• Bank Tellers and Related Clerks
• New Accounts Clerks