Deliver personalized financial advice as a Personal Banker with TD in Fort Frances, Ontario, using investment and credit knowledge to support customers.
Within TD Canada Trust's Personal & Commercial Banking line, you will connect with existing and prospective customers. The role focuses on financial reviews, portfolio updates, banking solutions, and advice aligned with customer goals. You will also support frontline colleagues and protect customer information.
Key Responsibilities:
- Advise customers on investment and credit banking solutions
- Ask thoughtful questions to deepen customer relationships
- Provide personalized advice and address financial concerns
- Discuss portfolio updates and additional solutions
- Handle customer problems for frontline staff
Requirements:
- High school diploma or one year relevant experience
- Post-secondary degree in a related field is an asset
- Completion of IFIC or equivalent
- Complete CFSA within twelve months if hired
- Knowledge of advanced investing and credit processes
Apply financial planning expertise, investment knowledge, and customer communication skills as TD's Personal Banker in Fort Frances.
Personal Banker Financial Advice in Fort Frances employer: TD
TD Securities is an exceptional employer located in Toronto, Ontario, offering a dynamic work environment that prioritizes innovation and professional growth. With a strong commitment to employee development, competitive compensation, and a comprehensive benefits package, TD fosters a culture of collaboration and inclusivity, empowering colleagues to thrive both personally and professionally. Join a forward-thinking team where your contributions are valued, and you can make a meaningful impact in the capital markets sector.
