Deliver personalized investment advice as a Personal Banker with TD Canada Trust in Three Hills, Alberta. Help customers pursue financial goals through informed guidance.

This Personal Banker role supports TD Canada Trust customers through financial reviews, portfolio updates, and tailored banking solutions. You will advise on investment and credit options while building lasting relationships. The position requires customer-focused communication, financial knowledge, and accurate documentation.

Key Responsibilities:

- Advise customers on investment and credit banking solutions
- Provide personalized financial advice and answer customer questions
- Conduct financial reviews and discuss portfolio updates
- Suggest solutions aligned with customers’ financial goals
- Prepare documents consistent with relevant regulations

Requirements:

- High school diploma or one year relevant experience
- Completion of IFIC or equivalent required
- CFSA completion within twelve months if hired
- Advanced investing and credit process knowledge
- Proficiency with MS Office and internet applications

Apply financial planning expertise, investment knowledge, and customer communication skills as TD Canada Trust’s Personal Banker in Three Hills.

📌 Personal Banker Investment Advice (Three Hills)
🏢 TD
📍 Three Hills