Personal Banker Jobs in Toronto, ON
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
- Mississauga, ON (14 miles from Toronto, ON)
- 1 hour ago
- Mississauga, ON (14 miles from Toronto, ON)
- 1 hour ago
Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your...
- Brampton, ON (18 miles from Toronto, ON)
- 1 hour ago
- Brampton, ON (18 miles from Toronto, ON)
- 1 hour ago
Application Deadline: 07/09/2025 Address: 45 Montpelier Street Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects....
Ensure clients investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business...
Bilingual (English/Italian) Financial Advisor - Lawrence & Keele, North York
- North York, ON (5 miles from Toronto, ON)
- 1 day ago
- North York, ON (5 miles from Toronto, ON)
- 1 day ago
management and private banking, corporate and investment banking, and capital markets....
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Financial Advisor - Lawrence and Keele
- North York, ON (5 miles from Toronto, ON)
- 1 day ago
- North York, ON (5 miles from Toronto, ON)
- 1 day ago
management and private banking, corporate and investment banking, and capital markets....
Financial Advisor - Bramalea City Centre, Brampton, ON
- Brampton, ON (18 miles from Toronto, ON)
- 3 days ago
- Brampton, ON (18 miles from Toronto, ON)
- 3 days ago
management and private banking, corporate and investment banking, and capital markets....
Then join us as a Personal Banker Trainee and demonstrate your subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns....
Job Summary Job Description Financial Advisor- Financial Advisor - North York & Scarborough ** As we have many branch locations across this quadrant, we are hiring multiple candidates for this...
Financial Advisor - Kleinburg Branch, Vaughan
- Vaughan, ON (13 miles from Toronto, ON)
- 7 days ago
- Vaughan, ON (13 miles from Toronto, ON)
- 7 days ago
management and private banking, corporate and investment banking, and capital markets....
- King City, ON (20 miles from Toronto, ON)
- 8 days ago
- King City, ON (20 miles from Toronto, ON)
- 8 days ago
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....
Senior Financial Advisor - Kleinburg Branch, Vaughan, ON
- Kleinburg, ON (15 miles from Toronto, ON)
- 13 days ago
- Kleinburg, ON (15 miles from Toronto, ON)
- 13 days ago
management and private banking, corporate and investment banking, and capital markets....
management and private banking, corporate and investment banking, and capital markets....
Senior Financial Advisor - Westwood Mall, Mississauga, ON
- Mississauga, ON (14 miles from Toronto, ON)
- 28 days ago
- Mississauga, ON (14 miles from Toronto, ON)
- 28 days ago
management and private banking, corporate and investment banking, and capital markets....
Senior Financial Advisor - Toronto Central (Future Opportunities)
- Toronto, ON
- 45+ days ago
- Toronto, ON
- 45+ days ago
management and private banking, corporate and investment banking, and capital markets....
Senior Financial Advisor - Sherway Gardens, Etobicoke, ON
- Etobicoke, ON (7 miles from Toronto, ON)
- 45+ days ago
- Etobicoke, ON (7 miles from Toronto, ON)
- 45+ days ago
management and private banking, corporate and investment banking, and capital markets....
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Toronto, ON
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Toronto, ON offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Investigation
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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