At a Glance
- Tasks: Advise customers on investments and credit solutions while building strong relationships.
- Company: Join TD Canada Trust, a leader in financial services with a supportive culture.
- Benefits: Competitive pay, career growth opportunities, and a chance to make a difference.
- Other info: Dynamic role with opportunities for professional development and teamwork.
- Why this job: Help customers achieve their financial goals and enhance your banking expertise.
- Qualifications: High school diploma or relevant experience; investment knowledge is a plus.
The predicted salary is between 45000 - 55000 $ per year.
Advise TD customers in Olds, Alberta, using financial planning expertise and investment knowledge to support their goals and relationships.
As a Personal Banker with TD Canada Trust, you will provide personalized advice across investment and credit banking solutions.
You will engage customers, conduct financial reviews, explain portfolio updates, and identify suitable solutions.
The role also supports frontline staff and requires accurate, confidential communication.
Key Responsibilities
- Advise customers on investment and credit banking solutions
- Ask thoughtful questions to deepen customer relationships
- Provide personalized financial advice and address concerns
- Conduct financial reviews and discuss portfolio updates
- 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
- Advanced investing and credit process knowledge
- Strong organizational, planning, and communication skills
Bring investment knowledge, financial planning advice, and customer relationship skills to TD Canada Trust in Olds, Alberta.
Personal Banker Financial Advice Olds employer: The Toronto-Dominion Bank (Canada)
The Toronto-Dominion Bank is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for Lead Platform Engineers looking to make a significant impact. With a strong focus on employee growth, the bank offers numerous opportunities for professional development and advancement, alongside competitive benefits that support work-life balance. Located in the vibrant city of Toronto, employees enjoy a dynamic environment that encourages creativity and teamwork while contributing to cutting-edge financial technology solutions.
Contact Details:
The Toronto-Dominion Bank (Canada) Recruitment Team
