Personal Banker Financial Advice (British Columbia)

Personal Banker Financial Advice (British Columbia)

03 Nov
|
TD
|
British Columbia

03 Nov

TD

British Columbia

In Fort St John, advise TD Canada Trust customers using advanced investing knowledge and personalized financial planning expertise. Work 37.5 hours weekly in branch.
As a Personal Banker within Personal and Commercial Banking, you will provide high-level investment and credit solutions. You will ask thoughtful questions, conduct financial reviews, discuss portfolio updates, and recommend personalized options. Your advice helps customers pursue financial goals, build confidence, and deepen relationships while maintaining confidentiality and accuracy.
Key Responsibilities: Advise customers on investment and credit banking solutions
Provide personalized financial advice and address customer concerns
Review portfolios and suggest solutions based on financial goals




Handle customer problems as a frontline staff contact
Prepare documents consistent with relevant regulations
Requirements: High school diploma or one year relevant experience
Completion of IFIC or equivalent
Complete CFSA within twelve months if hired
Knowledge of advanced investing, credit processes, and banking solutions
Proficiency with MS Office and internet applications
Apply financial planning, investment, and credit expertise while strengthening customer relationships as a TD Personal Banker.

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📌 Personal Banker Financial Advice (British Columbia)
🏢 TD
📍 British Columbia

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