Provide investment advice and financial solutions as a Personal Banker in Kingston, Ontario, supporting customers through personalized banking guidance.
At TD Canada Trust, this Personal Banker role builds customer relationships through financial planning advice, investment options, and credit solutions. You will understand customer goals, provide accurate information, and promote loyalty through thoughtful conversations. The position also supports frontline staff and contributes to positive branch experiences.
Key Responsibilities:
- Advise customers on investment and credit banking solutions
- Ask financial questions and deepen customer relationships
- Provide personalized advice and address customer concerns
- Review portfolios and suggest solutions for financial goals
- Support frontline staff with customer problems
Requirements:
- High school diploma and 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
Use financial planning, investment knowledge, and customer communication skills to support personalized advice at TD Canada Trust.
Personal Banker Investment Advice in Kingston 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.
