Provide personalized investment and credit advice as a Personal Banker with TD Canada Trust onsite in Three Hills, Alberta, serving customers' financial goals.
This full-time Personal Banker role supports TD's Personal & Commercial Banking business. You will build customer relationships through financial reviews, portfolio updates, investment options, credit solutions, and accurate guidance. Your advice helps customers make informed decisions while supporting loyalty and investment returns.
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 suggest suitable solutions
- Support frontline staff with customer problems
Requirements:
- High school diploma and/or one year relevant experience
- Completion of IFIC or equivalent certification
- CFSA completion within twelve months if hired
- Knowledge of advanced investing and credit processes
- Proficiency with MS Office and internet applications
Bring investment knowledge, financial planning advice, and customer relationship skills to TD Canada Trust's Three Hills branch.
Personal Banker Investment Advice Three Hills 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.
