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.
📌 Personal Banker Financial Advice (Fort St. John)
🏢 TD
📍 Fort St. John
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.