Personal Banker Investment Advice (Kingston)

Personal Banker Investment Advice (Kingston)

29 Oct
|
TD Bank Group
|
Kingston

29 Oct

TD Bank Group

Kingston

At TD Canada Trust in Kingston, Ontario, advise customers on investment and credit solutions while building lasting financial relationships onsite. Your financial expertise supports personalized guidance and confident decisions.

As a Personal Banker within TD’s Personal & Commercial Banking business, you will connect with existing and prospective customers. You will explore investment options, conduct financial reviews, discuss portfolio updates, and recommend solutions aligned with customers’ goals. The position also supports frontline staff and branch service.

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 additional personalized solutions
- Prepare documents consistent with relevant regulations

Requirements:

- High school diploma or one year relevant experience
- Completion of IFIC or equivalent
- CFSA completion within twelve months if hired
- Knowledge of investing, credit processes, and banking solutions
- Robust organization, planning, and time management skills

Use investment knowledge, financial planning, and customer communication skills to deliver personalized advice as a Kingston Personal Banker at TD.

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

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