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.

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