Support investment decisions at TD Canada Trust in Fort Frances, applying advanced investing knowledge and financial planning advice for customers.
As a Personal Banker in Personal & Commercial Banking, you will explore investment options and understand customers’ financial needs. You will provide sound advice, review portfolios, and recommend personalized investment or credit solutions. The position also requires accurate documentation, regulatory awareness, and confidentiality.
Key Responsibilities: Explore investment options suited to customer financial needs
Conduct financial reviews and discuss portfolio updates
Recommend personalized investment and credit solutions
Prepare documents consistent with relevant regulations
Stay informed about regulations and industry codes
Requirements: IFIC or equivalent completion is required
CFSA completion within twelve months if hired
Investment experience is an asset
Knowledge of advanced investing and credit processes
Proficiency with MS Office and internet applications
Bring investment experience, regulatory awareness, and sound financial advice to customers as a Personal Banker at TD.

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📌 TD Investment Banking Advisor (Ontario)
🏢 TD
📍 Ontario