At a Glance
- Tasks: Provide personalized investment advice and build strong customer relationships.
- Company: Join TD Canada Trust, a leader in financial services.
- Benefits: Enjoy competitive pay, career growth, and a supportive work environment.
- Other info: Dynamic role with opportunities for professional development and advancement.
- Why this job: Make a real difference in customers' financial journeys while developing your skills.
- Qualifications: High school diploma and relevant experience; passion for finance is a plus.
The predicted salary is between 45000 - 55000 $ per year.
Investment advice and customer relationships define this Personal Banker opportunity in Napanee, Ontario, with TD Canada Trust. Work 37.5 hours weekly.
As a Personal Banker, you will provide sound financial planning advice supporting customer goals, loyalty, and investment returns.
Use financial questions, portfolio reviews, and knowledge of investment and credit solutions to understand needs.
The branch serves existing and prospective TD customers through advice and transactions.
Key Responsibilities
- Advise customers on investment and credit banking solutions
- Provide personalized financial advice and answer customer questions
- Conduct financial reviews and discuss portfolio updates
- Address customer problems as a frontline staff contact
- Prepare documents consistent with relevant regulations
Requirements
- High school diploma and/or one year relevant experience
- IFIC or equivalent completion required
- CFSA completion within twelve months if hired
- Knowledge of advanced investing, credit processes, and banking solutions
- Proficiency with Microsoft Office and internet applications
Apply financial planning, investment knowledge, and customer service expertise as a Personal Banker supporting TD customers in Napanee.
Personal Banker Investment Advice Napanee employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
