Personal & Commercial Banking Pay Details: 50 600$/$50,600 - 71 400$/$71,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and ...
Personal & Commercial Banking Pay Details: 50 600$/$50,600 - 71 400$/$71,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and ...
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Personal Banking Associate
Rimouski, QC · On-site
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Personal Banking Associate
Rimouski, QC · On-site
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Personal Banking Associate
Montreal, QC · On-site
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Personal Banking Associate
Montreal, QC · On-site
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Personal Banking Associate
Rosemere, QC · On-site
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Personal Banking Associate
Rosemere, QC · On-site
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Personal Banking Associate
Brossard, QC · On-site
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Personal Banking Associate
Brossard, QC · On-site
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
CA$71/hr
Personal & Commercial Banking Pay Details: 50 600$/$50,600 - 71 400$/$71,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and ...
CA$71/hr
Personal & Commercial Banking Pay Details: 50 600$/$50,600 - 71 400$/$71,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and ...
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Personal Banker Trainee - Drummondville (Full Time)
Drummondville, QC · On-site
CA$71/hr
Personal & Commercial Banking Pay Details: 50 600$/$50,600 - 71 400$/$71,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and ...
Personal Banker Trainee - Drummondville (Full Time)
Drummondville, QC · On-site
CA$71/hr
Personal & Commercial Banking Pay Details: 50 600$/$50,600 - 71 400$/$71,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and ...
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work ...
Personal & Commercial Banking Pay Details: 51 400$/$51,400 - 72 600$/$72,600 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and ...
Personal & Commercial Banking Pay Details: 51 400$/$51,400 - 72 600$/$72,600 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and ...
Personal & Commercial Banking Pay Details: 51 400$/$51,400 - 72 600$/$72,600 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and ...
Personal & Commercial Banking Pay Details: 51 400$/$51,400 - 72 600$/$72,600 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and ...
Personal Banker (Future Opportunities) - Montreal West
Notre-dame-de-l'ile-perrot, QC · On-site
CA$72/hr
Personal & Commercial Banking Pay Details: 51 400$/$51,400 - 72 600$/$72,600 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and ...
Personal Banker (Future Opportunities) - Montreal West
Notre-dame-de-l'ile-perrot, QC · On-site
CA$72/hr
Personal & Commercial Banking Pay Details: 51 400$/$51,400 - 72 600$/$72,600 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and ...
Personal Banker information
See Quebec salary details
$10.34 - $11.78
2% of jobs
$11.78 - $13.22
3% of jobs
$13.22 - $14.66
6% of jobs
$14.66 - $16.11
11% of jobs
$16.34 is the 25th percentile. Wages below this are outliers.
$16.11 - $17.55
15% of jobs
The median wage is $18.47 / hr.
$17.55 - $18.99
19% of jobs
$18.99 - $20.43
13% of jobs
$21.12 is the 75th percentile. Wages above this are outliers.
$20.43 - $21.88
11% of jobs
$21.88 - $23.32
8% of jobs
$23.32 - $24.76
5% of jobs
$24.76 - $26.20
6% of jobs
$10
$19
$26
How much do personal banker jobs pay per hour?
What are the key skills and qualifications needed to thrive as a personal banker, and why are they important?
What is the difference between Personal Banker vs Customer Service Representative?
| Aspect | Personal Banker | Customer Service Representative |
|---|---|---|
| Credentials | High school diploma; some roles may require FINRA or banking certifications | High school diploma or equivalent |
| Work Environment | Bank branches, financial advising settings | Call centers, retail stores, bank branches |
| Primary Responsibilities | Financial advising, account management, loan and mortgage assistance | Handling customer inquiries, transactions, account support |
| Employer & Industry Usage | Banking, financial services | Banking, retail, customer service sectors |
Personal Bankers focus on financial advising and managing client accounts, often requiring specialized knowledge and certifications. Customer Service Representatives primarily handle customer inquiries and transactions, with less emphasis on financial advising. While both roles work in banking environments, their responsibilities and skill requirements differ significantly.
What are some common challenges personal bankers face when supporting clients, and how can they effectively address them?
What qualifications do I need to be a personal banker?
What is a personal banker?
A personal banker is a financial planner and advisor for their customers, providing investment options and assistance in preparing long-term financial goals, estates, taxes and wills. Their responsibilities are calculating the risks and rewards of investments (like stocks and bonds), making recommendations, setting up educational and retirement funds, and offering or selling insurance. They service multiple customers, and may also offer tax preparation. A personal banker will meet with their clients to review financial records, update them on their investments, or change financial plans.

CA$71/hr
Full-time
Re-posted 2 days ago
Job description
Work Location:
Magog, Quebec, CanadaHours:
37.5Line of Business:
Personal & Commercial BankingPay Details:
50 600$/$50,600 - 71 400$/$71,400 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
CUSTOMER
- Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business banking products/services or policies/procedures
- Provide sound advice with every customer interaction, contributing to an exceptional customer experience
- Use ability to discover and advise on meeting/exceeding customer needs by asking deeply curious and thoughtful questions
- Improve customer financial confidence through ongoing dialogue and by answering questions
- Engage in customer outreach (via phone, email, and other means) to discuss portfolio updates and/or additional opportunities which best service the customer's needs
- Provide total financial reviews and provide appropriate recommendations based on the customer's personal circumstances
- Ensure customer issues are resolved in an accurate and efficient manner, escalating issues where necessary
- Possess comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations
- Assist with maintaining a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines, paying attention to the office space in which the personal banker occupies
- Support the frontline with transactions, as necessary
- May act as a point of escalation and support for the frontline and advice colleagues, ensuring customer problems are handled appropriately, when required
SHAREHOLDER
- Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / advice opportunities and referrals, to increase profitability and enable business growth
- Promote and offer full suite of products, advice, services and banking capabilities
- Contribute to business objectives for Operational Excellence
- Support the timely and accurate completion of business processes and procedures
- Protect the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
- Ensure documentation that is prepared / completed is accurate and properly reflects customer / business intentions and is consistent with relevant rules / regulations
- Identify, suggest and actively participate in process improvement opportunities
- Ensure necessary due diligence to support the accuracy of all transactions / activities
- Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
- Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
- Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
EMPLOYEE / TEAM
- Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
- Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit; demonstrate ability and commitment towards reaching expert level within role
- Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
- Participate in personal performance management and development activities, including cross training within own team
- Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
- Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.
- Contribute to a fair, positive and equitable environment that supports a diverse workforce
- Act as a brand champion for your business area/function and the bank, both internally and/or externally
BREADTH & DEPTH:
- Requires specialized expertise to provide complex transaction/ product feature advice and guidance to customers
- Requires specialized skills and expertise in a range of products, services, concepts and processes and could be characterized by moderate - high complexity / risk
- Acts as an advice process/product expert to customers and/or internal partners
- Identifies complex problems and formulates the most appropriate solution
- Acts as a team lead and/or escalation point for complex issues, coordinating the work of others and providing coaching to maintain service, process and product standards
- Uses insights into how the customer or advice team integrates with other teams to coordinate efforts and resources to achieve shared objectives
- Has direct impact on the quality of the duties performed, or services provided, to the advice team and the unit supported
- Implements advice and customer service procedures and approaches to complete work
- Requires tact to exchange ideas and customer information in a concise and logical way; handling of sensitive customer information and resolution of exceptions
- Generally requires specific formal certifications at this level of expertise
- Generally reports to an Assistant Branch Manager or Branch Manager
EXPERIENCE AND / OR EDUCATION
- High School diploma and/or
- 1+ years relevant experience
- IFIC or CSC
- CFSA to be completed upon hire
- Post-Secondary or Undergraduate degree (in related field) preferred
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got 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.
We look forward to hearing from you!
Language Requirement (Quebec only):
*Remarque: Etant donne que cet affichage concerne de futurs postes vacants et qu'il servira a pourvoir de nombreux postes aux exigences comparables a l'avenir, nous invitons les candidats bilingues et francophones a poser leur candidature. Lorsqu'un poste sera a pourvoir, une evaluation des besoins en matiere de langue sera effectuee pour determiner si la connaissance d'une autre langue que le francais est exigee.