Full-Time

Personal Banker

Posted on 6/11/2025

Deadline 6/17/25
TD Bank

TD Bank

10,001+ employees

Personalized wealth management and financial planning

Compensation Overview

CA$45.7k - CA$61k/yr

Junior

North York, ON, Canada

Category
Commercial Banking
Finance & Banking
Requirements
  • High school diploma and/or 1 year of relevant experience
  • Completion of IFIC or equivalent required
  • CFSA must be completed within 12 months, if hired
  • 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
Responsibilities
  • 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
Desired Qualifications
  • Post-Secondary or Undergraduate degree in related field is an asset
  • Real estate secured lending and/or investment experience an asset

TD Bank provides wealth management services to help Canadians grow, manage, and protect their wealth. Their approach involves understanding each client's unique financial goals through a detailed discovery process that incorporates behavioral finance. This process results in a personalized Wealth Personality™ profile, which guides the creation of a customized wealth plan. TD Bank focuses on building net worth, implementing tax-efficient strategies, protecting assets, and planning for legacy. Their goal is to offer relevant and tailored financial advice that evolves with the client's life priorities.

Company Size

10,001+

Company Stage

IPO

Headquarters

Toronto, Canada

Founded

1955

Simplify Jobs

Simplify's Take

What believers are saying

  • Digital banking adoption is driving demand for enhanced mobile banking features.
  • Open banking allows TD Bank to collaborate with fintech for personalized services.
  • Sustainability trends support TD Bank's focus on green finance initiatives.

What critics are saying

  • Competition from fintechs pressures TD Bank to innovate rapidly.
  • Rising interest rates may reduce demand for new home loans.
  • Remote work trends could impact TD Bank's commercial real estate investments.

What makes TD Bank unique

  • TD Bank is leveraging AI for advanced fraud detection and prevention.
  • The bank is integrating ESG criteria into its lending and investment decisions.
  • TD Bank is exploring blockchain for cross-border transaction efficiency.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Professional Development Budget

Mental Health Support

Wellness Program

Performance Bonus

Company News

PRWeb
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Terrestar Solutions secures major funding round

Terrestar Solutions, a Canadian mobile satellite operator, has secured funding from TD Bank Group. The Montreal-based company plans to invest in a constellation of low-earth-orbit satellites to enhance communications capacity and services across Canada. This initiative aims to integrate satellite connectivity with terrestrial networks, ensuring nationwide coverage. Terrestar's Strigo brand will offer direct-to-mobile satellite services, supporting national interests and aiding first responders.

Newswire
Jan 28th, 2025
TD Bank Group to Issue NVCC Subordinated Debentures

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