Help TD customers build financial confidence through sound planning advice, investment knowledge, and personalized solutions in Three Hills, Alberta.
As a Personal Banker at TD Canada Trust, you will connect with existing and prospective customers about their financial goals. The role combines financial reviews, investment and credit guidance, portfolio updates, and customer service. You will also support colleagues and maintain confidentiality and accuracy.
Key Responsibilities:
- Conduct financial reviews with existing and prospective customers
- Explore investment options aligned with customer financial needs
- Answer questions and raise matters to appropriate partners
- Prepare documents consistent with relevant regulations
- Improve service level agreements and productivity targets
Requirements:
- Related post-secondary or undergraduate degree is an asset
- Real estate secured lending experience is an asset
- Investment experience is an asset
- Tactful communication with concise logical information exchange
- Strong organizational, planning, and time management skills
Use financial planning, investment, and credit expertise to deliver accurate advice and deepen TD customer relationships.
TD Financial Planning Banker 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.
