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.