Advise Sydney customers on investment options and financial solutions as a Personal Banker with TD Canada Trust. Work 37.5 hours weekly.
This Personal Banker role builds lasting customer relationships through personalized financial planning advice. You will discuss investment and credit solutions, review portfolios, and address financial questions. Your guidance supports customer confidence, loyalty, and investment returns while maintaining confidentiality and accuracy.
Key Responsibilities: Advise customers on investment and credit banking solutions
Ask thoughtful questions to deepen customer relationships
Provide personalized financial advice and address concerns
Review portfolios and suggest solutions based on goals
Handle customer problems for frontline staff
Requirements: High school diploma or one year relevant experience
Completion of IFIC or equivalent
CFSA completion within twelve months if hired
Advanced investing and credit process knowledge
Proficiency with MS Office and internet applications
Use investment knowledge, financial planning advice, and customer service expertise to support TD customers in Sydney, Nova Scotia.

#J-18808-Ljbffr

📌 Personal Banker Investment Advice Sydney (Nova Scotia)
🏢 TD Bank Group
📍 Nova Scotia