Build trusted customer relationships in Wiarton as a Personal Banker, using investment knowledge and financial advice to support customer goals.
At TD Canada Trust, this Personal Banker role serves customers through financial reviews, personalized guidance, and banking solutions. You will discuss investment and credit options, answer questions, and identify appropriate referrals. The position also supports frontline staff and maintains accurate, confidential customer information while developing solid knowledge of regulations and industry codes.
Key Responsibilities: Advise customers on investment and credit banking solutions
Ask thoughtful questions to deepen customer relationships
Provide personalized financial advice and address customer concerns
Review portfolios and suggest solutions supporting financial goals
Handle customer problems for frontline staff
Requirements: High school diploma or one year relevant experience
Completion of IFIC or equivalent required
CFSA completion within twelve months if hired
Knowledge of investing, credit processes, and banking solutions
Proficiency with MS Office and internet applications
Apply your investment knowledge, customer communication, and financial planning expertise as TD’s Personal Banker in Wiarton.