Financial Advisor Personal Banker Role (Listowel)

Financial Advisor Personal Banker Role (Listowel)

07 Sep
|
TD
|
Listowel

07 Sep

TD

Listowel

Explore a rewarding career as a Personal Banker with TD Canada Trust in Listowel, Ontario, focused on providing excellent financial advice and creating enduring customer relationships. Use your knowledge in banking solutions to help clients navigate their financial goals with confidence.
As a Personal Banker, you will play a crucial role in understanding customer needs and delivering tailored financial solutions. This position requires a solid grasp of investment options and a dedication to enhancing the banking experience for clients. You'll engage actively with customers to retain and deepen their financial relationships.
Key Responsibilities:
• Advise on high-level financial solutions
• Engage customers with relevant financial questions




• Ensure customer confidentiality in all interactions
• Collaborate with colleagues to improve service outcomes
• Prepare documents that meet regulatory standards
Requirements:
• High school diploma and 1 year relevant experience
• IFIC completion is required within 12 months
• Knowledge of lending and investment processes
• Effective communication and organizational skills
• Self-initiated with planning expertise
Become a trusted advisor to TD customers as a Personal Banker and help them achieve their financial aspirations.
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📌 Financial Advisor Personal Banker Role (Listowel)
🏢 TD
📍 Listowel

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