Personal Banker in Kingston, Ontario, supports customers through investment options, credit solutions, and personalized financial advice at TD Canada Trust.
This Personal Banker role builds lasting customer relationships through financial reviews, portfolio updates, and tailored banking solutions. You will answer questions, address concerns, and identify appropriate products or internal partners. The position also supports frontline staff and maintains accurate, confidential customer information.
Key Responsibilities: Advise customers on investment and credit banking solutions
Ask thoughtful questions to deepen customer relationships
Provide personalized advice and address financial concerns
Review portfolios and suggest solutions matching financial goals
Support frontline staff with customer problems
Requirements: High school diploma or one year relevant experience
Completion of IFIC or equivalent required
CFSA completion required within twelve months
Advanced investing and credit process knowledge
Solid organization, planning, and time management skills
Apply financial planning expertise, investment knowledge, and customer relationship skills as a Personal Banker with TD Canada Trust.

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📌 Personal Banker Investment Advice Kingston (Ontario)
🏢 TD Bank Group
📍 Ontario