Help Trenton customers pursue financial goals through investment advice, credit solutions, and personalized banking support at TD Canada Trust.
As a Personal Banker, you will build customer relationships through financial reviews, portfolio updates, and tailored recommendations. You will advise on investment and credit banking solutions while answering questions and addressing concerns. The position also supports frontline staff and internal partners.
Key Responsibilities: Advise customers on investment and credit banking solutions
Ask thoughtful questions to deepen customer relationships
Provide personalized financial advice and address concerns
Discuss portfolio updates and recommend suitable solutions
Handle customer problems for frontline staff
Requirements: High school diploma or one year relevant experience
Post-secondary or undergraduate degree considered an asset
Completion of IFIC required
Complete CFSA within twelve months if hired
Advanced investing and credit process knowledge
Bring investment knowledge, customer communication, and financial planning expertise to Personal Banker service at TD Canada Trust in Trenton.

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📌 Personal Banker Investment Advice (Ontario)
🏢 TD Bank Group
📍 Ontario