Provide personalized investment and credit advice as a Personal Banker with TD Canada Trust in Olds, Alberta, supporting customers' financial goals.
This Personal Banker role connects with existing and prospective customers through thoughtful financial questions and reviews. You will discuss investment options, portfolio updates, and banking solutions while protecting confidentiality and accuracy. The position also supports frontline staff and customer relationships.
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
- Refer concerns to appropriate team members or partners
- Support frontline staff with customer problems
Requirements:
- High school diploma or one year relevant experience
- IFIC or equivalent completion required
- CFSA completion within twelve months if hired
- Knowledge of investing, credit processes, and banking solutions
- Proficiency with Microsoft Office and internet applications
Apply financial planning expertise, customer communication, and investment knowledge as a Personal Banker serving TD customers in Olds.
Personal Banker Investment Advice Olds 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.
