Personal Banker (manager, Personal Financial Services)- Ste-foy, Quatre-bourgeois

TD Bank

Sainte-Foy, Quebec, Canada
Base: $52,700 - $74,400 cad; bonus/equity: variabl...
High-level financial solutions advising
Investment and credit banking knowledge
Customer relationship management
The role involves playing a key part in advising customers on high-level financial solutions including investments and credit banking

Job Summary

  • The role involves playing a key part in advising customers on high-level financial solutions including investments and credit banking.
  • TD offers a Total Rewards package that includes base salary, variable compensation, health benefits, and career development programs.
  • Candidates are expected to maintain professional standards, ensure document accuracy per regulations, and foster a positive, diverse workplace.

Matching Summary

The role involves playing a key part in advising customers on high-level financial solutions including investments and credit banking.

Salary

Base: $52,700 - $74,400 CAD; Bonus/Equity: Variable compensation mentioned; Benefits: Health, well-being, savings, retirement, paid time off

Skills & Requirements

Must-have

  • High-level financial solutions advising
  • Investment and credit banking knowledge
  • Customer relationship management
  • Regulatory compliance adherence
  • Financial planning expertise

Nice-to-have

  • Strong organizational and time management skills
  • Self-initiator with proactive attitude
  • Mentoring and team collaboration abilities
  • Process improvement participation
  • Diverse work environment contribution

Key Requirements

  • High school diploma or 1 year relevant experience
  • Completion of IFIC certification required
  • CFSA must be completed within 12 months if hired
  • Sound knowledge of advanced investing and credit processes
  • Proficiency in MS Office and internet applications

Work Rights

Not specified

Tailored Resume

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