Détails de la rémunération
50 600$ / 50,600 CAD - 71 400$ / 71 400 CAD

Lieu de travail
Magog, Québec, Canada

Horaire
37,5 heures

Secteur d’activité
Services bancaires personnels et commerciaux

Responsabilités Client

Act as an expert of the branch for clients and colleagues on TD products, services, policies, and procedures, especially on personal and commercial banking services.

Consistently provide sound advice to clients, contributing to an exceptional client experience.

Know clients and advise them to meet or exceed their needs, being very curious and attentive.

Improve clients’ financial confidence by answering questions and maintaining dialogue.

Communicate actively with clients (phone, email, etc.) to discuss portfolio updates or other placement opportunities better suited to their needs.

Conduct comprehensive financial assessments and make recommendations based on clients’ personal situations.

Resolve client issues with accuracy and efficiency; escalated when necessary.

Maintain deep knowledge of the local market, competition, and economic trends to support recommendations.

Help maintain the professional and welcoming appearance of branch common areas, respecting regulatory, marketing, and local guidelines; pay special attention to the spaces occupied by Personal Bankers.

Support frontline colleagues for operations, as needed.

Act as a higher‑level instance, as needed; support and advise frontline colleagues; resolve client issues satisfactorily.

Responsabilités d’actionnaire

Contribute to business objectives by attracting, recruiting, and retaining clients and by proactively identifying advisory opportunities to improve profitability and foster growth.

Promote and offer the full range of products, advice, services, and banking solutions.

Contribute to operational excellence objectives.

Support accurate and timely use of business processes and procedures.

Protect the company’s interests: identify and manage risks, and report non‑routine or high‑risk activities to a higher level when needed.

Ensure documentation is accurate and reflects client or company intentions,



in compliance with relevant rules and regulations.

Identify opportunities to improve processes and actively participate.

Take necessary due diligence to ensure accuracy of all operations and activities.

Stay current on new challenges or trends and evolving regulatory requirements and assess their potential impact.

Maintain a culture of risk management and oversight supported by effective processes aligned with tolerance levels.

Assume responsibility for operational and regulatory risk mitigation by adhering to TD codes of conduct and industry standards.

Responsabilités d’équipe

Fully participate as a team member, supporting a positive workplace prioritizing service, quality, innovation, teamwork, and timely communication of critical topics.

Support the team by continually improving knowledge and expertise in their domain, and share knowledge across the team and functional unit; demonstrate required capabilities and commitment to become an expert in the role.

Stay abreast of new trends and emerging facts, and broaden company knowledge and tools.

Participate in performance management and personal development activities, including cross‑training within the team.

Keep others informed of project status and any relevant or useful information pertaining to daily activities.

Assist others in completing tasks; provide training, coaching, and advice as needed.

Support establishing a fair, positive, and equitable environment, supporting a diverse workforce.

Act as the brand ambassador for the sector, functional unit, and TD, internally and externally.

Responsabilités et portée

Possess specialized expertise to advise clients on the operations and features of complex products.

Possess specialized skills for a range of products,



services, concepts and procedures of moderate to high complexity or risk.

Act as an expert on advisory processes and products for clients and internal partners.

Identify complex issues and formulate best solutions.

Act as a team leader or higher‑level instance for complex issues to coordinate work of others and coach to maintain service, process, and product standards.

Understand how client or advisory teams collaborate with others to coordinate efforts and resources to achieve common goals.

Have direct impact on quality of tasks or services offered by advisory teams and supported units.

Implement necessary procedures and approaches for advisory and client service tasks.

Possess the tact necessary to convey concise and logical client information; handle delicate client data and resolve exception cases.

Normally hold required certifications for this level of expertise.

Generally report to a branch associate director or branch manager.

Qualifications

High school diploma.

At least one year of relevant experience.

Cours de l’IFIC or Canadian securities trading courses.

Obtain the Financial Services Advisory Certification upon hire.

Postsecondary degree or bachelor’s degree in a related field is an asset.

Programme de rémunération globale
La rémunération globale inclut le salaire de base, la rémunération variable et de nombreux régimes clés, tels que les avantages en santé et bien‑être, les régimes d’épargne et de retraite, les congés payés, les avantages bancaires et réductions, les opportunités de développement de carrière, ainsi que des programmes de récompenses et de reconnaissance.

Perfectionnement des collègues
Des parcours de carrière précis, des programmes de mentorat et une plateforme d’apprentissage en ligne sont disponibles pour soutenir le développement continu.

Exigences linguistiques (Québec uniquement)

Les candidats francophones sont invités à postuler. Un autre moyen de langues que le français peut être requis selon l’avancement du poste.

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📌 Banquier(ère) Personnel(le), Temps plein (Opportunité future)- Région de l'Estrie
🏢 TD
📍 Quebec City