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Personal Banker

4 months ago


Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time
Work Location:

- TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

- The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business, and client loyalty.

- Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building, and ongoing services

- Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies, and practices

- Maintain a culture of risk management and control, supported by aligned risk appetite

- IQPF licensing required prior to start date

- Approximately 5 years of banking experience

- Read, write, and speak both English and French

- CIRO license preferred (required within the first 90 days in the role)


Language Requirement:

- This position requires proficiency in a language other than French to support or deal with employees who require services and support in a language other than French.