Deliver personalized financial advice as a Personal Banker with TD Canada Trust in Shelburne, Ontario, using investment knowledge and customer-focused communication.

This Personal Banker role supports TD’s Personal & Commercial Banking business. You will advise existing and prospective customers on investment, credit, and banking solutions while building lasting relationships. The position requires financial reviews, portfolio discussions, thoughtful questions, and accurate, confidential service. You will also support frontline staff and help customers pursue their financial goals.

Key Responsibilities:
Advise customers on investment and credit banking solutions
Provide personalized advice and answer financial questions




Conduct financial reviews and discuss portfolio updates
Handle customer problems for frontline staff
Prepare compliant documents reflecting business intentions

Requirements:
High school diploma or one year relevant experience
Completion of IFIC or equivalent
Complete CFSA within twelve months if hired
Advanced investing and credit process knowledge
Robust communication, organization, planning, and time management skills

Apply financial planning expertise, investment knowledge, and customer relationship skills as TD’s Personal Banker in Shelburne.

📌 Personal Banker Financial Advice Town Of Shelburne
🏢 TD
📍 Town Of Shelburne