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.

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📌 Personal Banker Investment Advice (Alberta)
🏢 TD
📍 Alberta