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TD BankPosted 1 month ago

Personal Banker (Future opportunities)- North Shore of Laval, Laurentides

$52,700–$74,400 year

On-siteSaint-Jérôme, Quebec, Canada or Blainville, Quebec, Canada

Full TimeEnterprise

Job Summary

Advise customers on high-level financial solutions by asking thoughtful questions, engaging with clients, and providing personalized advice to deepen relationships and increase financial confidence. Act as a point of contact for frontline staff to handle customer problems, prepare regulatory-compliant documents, and discuss portfolio updates while maintaining confidentiality. Work closely with existing and prospective customers to suggest additional personalized solutions based on their financial goals and strive to improve service level agreements and productivity targets. Maintain professional space in common areas and participate in team activities to build a positive work environment.

Required Qualifications

  • High school diploma
  • 1 year of relevant experience
  • Completion of IFIC or equivalent
  • CFSA must be completed within 12 months, if hired
  • Sound knowledge of advanced investing and credit processes, banking solutions and concepts
  • 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
  • Self-initiator with strong organizational, planning and time management skills

Desired Qualifications

  • Post-Secondary or Undergraduate degree in related field
  • Real estate secured lending and/or investment experience

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