Deliver personalized financial advice as a Personal Banker with TD Canada Trust in Shelburne, Ontario, using investment knowledge and customer-focused communication.
This Personal Banker role supports TD's Personal & Commercial Banking business. You will advise existing and prospective customers on investment, credit, and banking solutions while building lasting relationships. The position requires financial reviews, portfolio discussions, thoughtful questions, and accurate, confidential service. You will also support frontline staff and help customers pursue their financial goals.
Key Responsibilities:
- Advise customers on investment and credit banking solutions
- Provide personalized advice and answer financial questions
- Conduct financial reviews and discuss portfolio updates
- Handle customer problems for frontline staff
- Prepare compliant documents reflecting business intentions
Requirements:
- High school diploma or one year relevant experience
- Completion of IFIC or equivalent
- Complete CFSA within twelve months if hired
- Advanced investing and credit process knowledge
- Strong communication, organization, planning, and time management skills
Apply financial planning expertise, investment knowledge, and customer relationship skills as TD's Personal Banker in Shelburne.
Personal Banker Financial Advice in Shelburne 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.
