Shape personalized financial advice in Napanee as a TD Personal Banker, using investment knowledge and customer conversations to support financial goals.
At TD Canada Trust, this Personal Banker role serves existing and prospective customers through financial reviews, portfolio updates, and tailored banking solutions. You will provide advice across investment and credit options while building lasting relationships. The position requires thoughtful questioning, accurate information, and confidential handling of customer concerns.
Key Responsibilities: Advise customers on investment and credit banking solutions
Conduct financial reviews and discuss portfolio updates
Recommend personalized solutions aligned with financial goals
Answer questions and address customer concerns accurately
Support frontline staff with customer problems
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 and credit processes
Proficiency with MS Office and internet applications
Bring investment expertise, customer engagement, and financial planning knowledge to TD Canada Trust customers in Napanee, Ontario.