Advise TD customers in Fort St John on investment options and financial solutions while working onsite in a personal banking branch.
As a Personal Banker, you will build lasting customer relationships through personalized financial planning advice. You will explore investment and credit solutions, answer questions, and support financial confidence. The role also involves portfolio updates, financial reviews, and referrals to appropriate partners.
Key Responsibilities: Advise customers on investment and credit banking solutions
Ask financial questions to deepen customer relationships
Provide personalized advice and address customer concerns
Discuss portfolio updates and additional financial solutions
Support frontline staff with customer problems
Requirements: High school diploma or one year relevant experience
Completion of IFIC or equivalent required
CFSA completion required within twelve months
Knowledge of investing, credit processes, and banking solutions
Proficiency with MS Office and internet applications
Use investment expertise, thoughtful communication, and financial planning skills to help TD customers reach their financial goals.

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📌 Personal Banker Investment Advice (British Columbia)
🏢 TD Bank Group
📍 British Columbia