Help Kingston customers build financial confidence as a Personal Banker specializing in personalized advice and investment and credit solutions. This is a 37.5-hour role.
At TD Canada Trust, you will advise existing and prospective customers while building deep relationships. You will provide financial reviews, discuss portfolio updates, and recommend personalized banking solutions based on customer goals. The role also supports frontline staff and accurate regulatory documentation.
Key Responsibilities: Advise customers on investment and credit banking solutions
Ask thoughtful questions to deepen customer relationships
Provide personalized financial advice and address concerns
Conduct financial reviews and discuss portfolio updates
Support frontline staff with customer problems
Requirements: High school diploma or one year relevant experience
Completion of IFIC or equivalent certification
CFSA completion within twelve months if hired
Knowledge of investing, credit processes, and banking solutions
Proficiency with MS Office and internet applications
Bring financial advice, customer relationship, investment, and credit knowledge to TD Canada Trust in Kingston, Ontario.

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