Investment advice and customer relationships define this Personal Banker chance in Napanee, Ontario, with TD Canada Trust. Work 37.5 hours weekly.
As a Personal Banker, you will provide sound financial planning advice supporting customer goals, loyalty, and investment returns. Use financial questions, portfolio reviews, and knowledge of investment and credit solutions to understand needs. The branch serves existing and prospective TD customers through advice and transactions.
Key Responsibilities: Advise customers on investment and credit banking solutions
Provide personalized financial advice and answer customer questions
Conduct financial reviews and discuss portfolio updates
Address customer problems as a frontline staff contact




Prepare documents consistent with relevant regulations
Requirements: High school diploma and/or one year relevant experience
IFIC or equivalent completion required
CFSA completion within twelve months if hired
Knowledge of advanced investing, credit processes, and banking solutions
Proficiency with Microsoft Office and internet applications
Apply financial planning, investment knowledge, and customer service expertise as a Personal Banker supporting TD customers in Napanee.

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