Advise TD customers on investment and credit solutions in Trenton, Ontario, using thoughtful questions and personalized financial guidance.
As a Personal Banker with TD Canada Trust, you will help customers pursue financial goals through sound planning advice. You will review portfolios, explain banking solutions, and deepen customer relationships through accurate, confidential service. This role supports Personal & Commercial Banking.
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
Handle customer problems for frontline staff
Prepare compliant documents reflecting business intentions
Requirements: High school diploma or one year relevant experience
Completion of IFIC or equivalent required
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 relationship skills to Personal Banker service at TD Canada Trust in Trenton.

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📌 Personal Banker Investment Advice (Ontario)
🏢 TD
📍 Ontario