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.

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