Connect with TD customers in Beaconsfield as a Personal Banker, providing investment guidance and personalized financial advice. Support a 37.5-hour branch schedule.
At TD Canada Trust, this Personal Banker role builds lasting customer relationships through financial reviews, investment options, credit solutions, and banking services. You will answer questions, address concerns, and identify personalized solutions aligned with customers' financial goals. The position also supports frontline staff and contributes to positive branch experiences.
Key Responsibilities:
- Advise customers on investment, credit, and banking solutions
- Ask thoughtful questions to deepen customer relationships
- Provide financial reviews and personalized advice
- Handle customer problems as a frontline contact
- Prepare compliant documents reflecting business intentions
Requirements:
- High school diploma or one year relevant experience
- Completion of IFIC or equivalent required
- Complete CFSA within twelve months if hired
- Knowledge of advanced investing and credit processes
- Strong communication, organization, planning, and time management skills
Bring investment knowledge, credit expertise, and customer-focused financial advice to TD Canada Trust in Beaconsfield.
Personal Banker Financial Advice Beaconsfield in Montréal 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.
