Personal Banker chance 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.
📌 Personal Banker Investment Advice Sydney
🏢 TD
📍 Sydney