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 robust 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.