Provide personalized investment and credit advice as a Personal Banker with TD Canada Trust in Olds, Alberta, supporting customers’ financial goals.
This Personal Banker role connects with existing and prospective customers through thoughtful financial questions and reviews. You will discuss investment options, portfolio updates, and banking solutions while protecting confidentiality and accuracy. The position also supports frontline staff and customer relationships.
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
Refer concerns to appropriate team members or partners
Support frontline staff with customer problems
Requirements: High school diploma or one year relevant experience
IFIC or equivalent completion required
CFSA completion within twelve months if hired
Knowledge of investing, credit processes, and banking solutions
Proficiency with Microsoft Office and internet applications
Apply financial planning expertise, customer communication, and investment knowledge as a Personal Banker serving TD customers in Olds.

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📌 Personal Banker Investment Advice Olds (Alberta)
🏢 TD Bank Group
📍 Alberta