At a Glance
- Tasks: Shape personalized financial advice and support customers' financial goals.
- Company: Join TD Canada Trust, a leader in customer-focused banking.
- Benefits: Competitive salary, career growth, and supportive work environment.
- Other info: Dynamic role with opportunities for professional development and certification.
- Why this job: Make a real difference in people's financial lives while building lasting relationships.
- Qualifications: High school diploma or relevant experience; investment knowledge is a plus.
The predicted salary is between 45000 - 55000 $ per year.
Shape personalized financial advice in Napanee as a TD Personal Banker, using investment knowledge and customer conversations to support financial goals.
At TD Canada Trust, this Personal Banker role serves existing and prospective customers through financial reviews, portfolio updates, and tailored banking solutions.
You will provide advice across investment and credit options while building lasting relationships.
The position requires thoughtful questioning, accurate information, and confidential handling of customer concerns.
Key Responsibilities
- Advise customers on investment and credit banking solutions
- Conduct financial reviews and discuss portfolio updates
- Recommend personalized solutions aligned with financial goals
- Answer questions and address customer concerns accurately
- Support frontline staff with customer problems
Requirements
- High school diploma or 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
Bring investment expertise, customer engagement, and financial planning knowledge to TD Canada Trust customers in Napanee, Ontario.
Personal Banker Financial Advice Napanee 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.
