Personal Banker Investment Advice (Ontario)

Personal Banker Investment Advice (Ontario)

01 Nov
|
TD
|
Ontario

01 Nov

TD

Ontario

Provide investment advice and financial solutions as a Personal Banker in Kingston, Ontario, supporting customers through personalized banking guidance.
At TD Canada Trust, this Personal Banker role builds customer relationships through financial planning advice, investment options, and credit solutions. You will understand customer goals, provide accurate information, and promote loyalty through thoughtful conversations. The position also supports frontline staff and contributes to positive branch experiences.
Key Responsibilities: Advise customers on investment and credit banking solutions
Ask financial questions and deepen customer relationships
Provide personalized advice and address customer concerns




Review portfolios and suggest solutions for financial goals
Support frontline staff with customer problems
Requirements: High school diploma and one year relevant experience
Completion of IFIC or equivalent certification
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 knowledge, and customer communication skills to support personalized advice at TD Canada Trust.

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

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