Personal Banker

Job Overview Position: Personal Banker Location: Portage La Prairie, Manitoba, Canada Employment Type: Full-time Seniority Level: Entry level Job Function: Finance and Sales Industry: Investment Banking Compensation Pay Details: $50,600 - $71,400 CAD TD offers a competitive salary range with opportunities for growth. Base pay may vary based on skills, experience, job-related knowledge, location and other factors. Candidates are encouraged to discuss compensation details with recruiters. Job Description At TD Canada Trust, we are the frontline of TD Bank, building deep and long‑lasting relationships with our customers by performing a broad range of customer‑service transactions and providing information and advice on products and solutions. We understand customer needs and identify opportunities to promote products and services, ensuring a positive customer experience. 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. 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 questions, and addressing concerns; raise matters as appropriate while maintaining confidentiality and accuracy Act as a point of contact for 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 and 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 properly reflect business intentions Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others, and address communication issues efficiently Qualifications High school diploma and/or 1 year of relevant experience Post‑Secondary or Undergraduate degree in a 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 to provide personalized advice in a fast‑paced work environment Proficiency in software tools including MS Office and internet applications Tactful communicator able to exchange ideas and customer information concisely and logically A self‑initiator with strong organisational, planning and time‑management skills Who We Are TD is one of the world’s leading global financial institutions and the fifth largest bank in North America by branches. Every day, we deliver legendary customer experiences to 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 the Bank, serving both those we serve and the economies we support. Guided by our vision to Be the Better Bank and purpose to enrich the lives of our customers, communities and colleagues, we innovate to enhance the customer experience and build capabilities to shape the future of banking. Compensation and Benefits TD’s Total Rewards package includes base salary, variable compensation, health and well‑being benefits, retirement programs, paid time off, banking benefits and discounts, career development and reward and recognition programs. Other Information Training & Onboarding: We will provide training and onboarding sessions to ensure you have 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. Language Requirement (Quebec Only): Sans Objet Referrals increase your chances of interviewing at TD Securities by 2x. Get notified about new Personal Banker jobs in Portage la Prairie, Manitoba, Canada. #J-18808-Ljbffr