About the role

Personal Banker assisting customers with financial goals at TD Canada Trust. Engaging clients with personalized financial advice and investment options in Quebec City area.

Responsibilities

Advise customers of high-level financial solutions from a range of available investment and credit banking solutions
Engage with customers and create positive experiences to retain and deepen relationships
Provide personalized financial advice, answering customer questions, and addressing their concerns
Act as a point of contact for the frontline staff in handling customer problems
Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions
Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct
Ensure documents are prepared consistent with relevant regulations
Participate fully as a team member, help build a positive and diverse work environment

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