Advise TD customers in Fort St John on investment options and financial solutions while working onsite in a personal banking branch.
As a Personal Banker, you will build lasting customer relationships through personalized financial planning advice. You will explore investment and credit solutions, answer questions, and support financial confidence. The role also involves portfolio updates, financial reviews, and referrals to appropriate partners.
Key Responsibilities:
- Advise customers on investment and credit banking solutions
- Ask financial questions to deepen customer relationships
- Provide personalized advice and address customer concerns
- Discuss portfolio updates and additional financial solutions
- Support frontline staff with customer problems
Requirements:
- High school diploma or one year relevant experience
- Completion of IFIC or equivalent required
- CFSA completion required within twelve months
- Knowledge of investing, credit processes, and banking solutions
- Proficiency with MS Office and internet applications
Use investment expertise, thoughtful communication, and financial planning skills to help TD customers reach their financial goals.
Personal Banker Investment Advice 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.
