Personal Banker Investment Advice Kingston

Personal Banker Investment Advice Kingston

31 Oct
|
TD Bank Group
|
Kingston

31 Oct

TD Bank Group

Kingston

At TD Canada Trust in Kingston, Ontario, advise customers on investment and credit solutions while building lasting financial relationships onsite. Your financial expertise supports personalized guidance and confident decisions.

As a Personal Banker within TD’s Personal & Commercial Banking business, you will connect with existing and prospective customers. You will explore investment options, conduct financial reviews, discuss portfolio updates, and recommend solutions aligned with customers’ goals. The position also supports frontline staff and branch service.

Key Responsibilities:
Advise customers on investment and credit banking solutions
Ask thoughtful questions to deepen customer relationships
Provide personalized financial advice and address concerns




Review portfolios and suggest additional personalized solutions
Prepare documents consistent with relevant regulations

Requirements:
High school diploma or one year relevant experience
Completion of IFIC or equivalent
CFSA completion within twelve months if hired
Knowledge of investing, credit processes, and banking solutions
Solid organization, planning, and time management skills

Use investment knowledge, financial planning, and customer communication skills to deliver personalized advice as a Kingston Personal Banker at TD.

📌 Personal Banker Investment Advice Kingston
🏢 TD Bank Group
📍 Kingston

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: personal banker investment advice kingston / kingston

Subscribe to this job alert:

Get the latest job offers by email for: personal banker investment advice kingston / kingston