Personal Banker prospect in Sydney, Nova Scotia, focused on investment guidance, credit solutions, and personalized customer advice. Work 37.5 hours weekly.
At TD Canada Trust, this Personal Banker role builds lasting customer relationships through financial planning advice. You will assess financial goals, discuss investment options, and recommend banking solutions. The position also supports frontline staff and customer experience.
Key Responsibilities: Advise customers on investment and credit banking solutions
Ask thoughtful questions to deepen customer relationships
Provide personalized advice and address financial concerns
Conduct financial reviews and discuss portfolio updates
Refer matters to appropriate team members or partners
Requirements: High school diploma or one year relevant experience
Completion of IFIC or equivalent certification
CFSA completion within twelve months if hired
Knowledge of advanced investing, credit processes, and banking solutions
Proficiency with MS Office and internet applications
Bring investment knowledge, financial planning advice, and customer relationship skills to TD Canada Trust in Sydney, Nova Scotia.

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