Personal Banker chance in Laval, Quebec, focused on investment advice, credit solutions, and personalized customer financial planning. Work 37.5 hours weekly.
At TD Canada Trust, this Personal Banker role supports customers pursuing financial goals through informed banking guidance. You will assess needs, review portfolios, and recommend investment or credit solutions. The position requires customer engagement, regulatory awareness, and accurate documentation.
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 recommend solutions aligned with goals
Support frontline staff with customer problems
Requirements: High school diploma or one year relevant experience
Completion of IFIC or equivalent
CFSA completion within twelve months if hired
Knowledge of advanced investing and credit processes
Proficiency with MS Office and internet applications
Bring financial planning, investment knowledge, and customer communication skills to TD Canada Trust in Laval, Quebec.
J-18808-Ljbffr

📌 Personal Banker Investment Advice Laval Quebec City (Canada)
🏢 TD
📍 Canada