Personal Banker in Beaconsfield, Québec, advising customers through investment and credit solutions while building lasting relationships at TD Canada Trust.

This full time branch role focuses on personalized financial advice and customer loyalty. You will explore investment options, review portfolios, answer questions, and connect customers with appropriate banking partners. The position requires sound knowledge of investing and credit processes, plus accurate, confidential service.

Key Responsibilities:

- Advise customers on investment and credit banking solutions
- Ask thoughtful questions to deepen customer relationships
- Provide financial reviews and personalized recommendations
- Address customer concerns and frontline service problems
- Prepare documents according to relevant regulations

Requirements:

- High school diploma or one year relevant experience
- IFIC or equivalent completion required
- CFSA completion within twelve months if hired
- Knowledge of advanced investing and credit processes
- Proficiency with MS Office and internet applications

Apply your investment knowledge, financial advice, and customer relationship skills as a Personal Banker at TD Canada Trust.

📌 Personal Banker Investment Advice Beaconsfield (Canada)
🏢 TD Bank Group
📍 Canada