Personal Banking Advisor at TD Canada Trust (Winnipeg)

Personal Banking Advisor at TD Canada Trust (Winnipeg)

30 Sep
|
TD Bank
|
Winnipeg

30 Sep

TD Bank

Winnipeg

Provide exceptional financial advice as a Personal Banking Advisor at TD Canada Trust in Peace River, Alberta. Focus on fostering customer loyalty and delivering tailored investment solutions.

In this advisory role, you will engage with customers to understand their financial objectives and guide them through available banking solutions. Your ability to answer questions and provide personalized advice will enhance client relationships and promote a positive banking experience. You will be instrumental in meeting service goals and supporting team efforts in a collaborative setting.

Key Responsibilities:



• Guide clients in financial planning and investment options • Engage customers with tailored questions and solutions • Resolve customer issues as the primary point of contact • Maintain a professional and compliant workspace • Participate in team efforts to foster collaboration

Requirements: • High school diploma and/or 1 year experience • IFIC certification required within 12 months • Experience in investment and lending preferred • Proficient in MS Office and related software • Strong planning and communication skills

Leverage your financial expertise to support clients on their journey at TD Canada Trust in Peace River.

📌 Personal Banking Advisor at TD Canada Trust (Winnipeg)
🏢 TD Bank
📍 Winnipeg

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