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.

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