Deliver personalized financial advice as a Personal Banker in Sydney, Nova Scotia, using investment and credit banking expertise. Build customer confidence through thoughtful conversations.
At TD Canada Trust, this Personal Banker role supports customers pursuing financial goals and seeking suitable investment options. You will provide financial planning advice, review portfolios, explain banking solutions, and deepen customer relationships. The position requires customer-focused communication, regulatory awareness, and accurate confidential service.
Key Responsibilities:
- Advise customers on investment and credit banking solutions
- Ask thoughtful questions to create positive customer experiences
- Provide personalized advice and address customer concerns
- Conduct financial reviews and discuss portfolio updates
- Handle customer problems for frontline staff
Requirements:
- High school diploma or one year relevant experience
- Completion of IFIC or equivalent
- CFSA completion within twelve months if hired
- Knowledge of advanced investing and credit processes
- Proficiency with MS Office and internet applications
Use financial planning, investment, and customer relationship skills to support TD customers as a Personal Banker in Sydney.
📌 Personal Banker Financial Advice Sydney
🏢 TD
📍 Sydney