Personal Banker opportunity in Laval, Quebec, focused on investment advice, credit solutions, and personalized customer financial planning. Work 37.5 hours weekly.
At TD Canada Trust, this Personal Banker role supports customers pursuing financial goals through informed banking guidance. You will assess needs, review portfolios, and recommend investment or credit solutions. The position requires customer engagement, regulatory awareness, and accurate documentation.
Key Responsibilities:
- Advise customers on investment and credit banking solutions
- Ask thoughtful questions to deepen customer relationships
- Provide personalized financial advice and address concerns
- Review portfolios and recommend solutions aligned with goals
- Support frontline staff with customer problems
Requirements:
- High school diploma or one year relevant experience
- Completion of IFIC or equivalent
- CFSA completion within twelve months if hired
- Knowledge of advanced investing and credit processes
- Proficiency with MS Office and internet applications
Bring financial planning, investment knowledge, and customer communication skills to TD Canada Trust in Laval, Quebec.
Personal Banker Investment Advice Laval 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.
