Deliver personalized financial advice as a Personal Banker with TD Canada Trust in Shelburne, Ontario, using investment knowledge and customer-focused communication.

This Personal Banker role supports TD's Personal & Commercial Banking business. You will advise existing and prospective customers on investment, credit, and banking solutions while building lasting relationships. The position requires financial reviews, portfolio discussions, thoughtful questions, and accurate, confidential service. You will also support frontline staff and help customers pursue their financial goals.

Key Responsibilities:

- Advise customers on investment and credit banking solutions
- Provide personalized advice and answer financial questions




- Conduct financial reviews and discuss portfolio updates
- Handle customer problems for frontline staff
- Prepare compliant documents reflecting business intentions

Requirements:

- High school diploma or one year relevant experience
- Completion of IFIC or equivalent
- Complete CFSA within twelve months if hired
- Advanced investing and credit process knowledge
- Solid communication, organization, planning, and time management skills

Apply financial planning expertise, investment knowledge, and customer relationship skills as TD's Personal Banker in Shelburne.

📌 Personal Banker Financial Advice (Shelburne)
🏢 TD
📍 Shelburne