Customer‑centric Personal Banker (Winnipeg)

Customer‑centric Personal Banker (Winnipeg)

07 Nov
|
TD CANADA TRUST
|
Winnipeg

07 Nov

TD CANADA TRUST

Winnipeg

Advise TD customers in Olds, Alberta, using financial planning expertise and investment knowledge to support their goals and relationships.As a Personal Banker with TD Canada Trust, you will provide personalized advice across investment and credit banking solutions. You will engage customers, conduct financial reviews, explain portfolio updates, and identify suitable solutions. The role also supports frontline staff and requires accurate, confidential communication.Key Responsibilities:Advise customers on investment and credit banking solutionsAsk thoughtful questions to deepen customer relationshipsProvide personalized financial advice and address concernsConduct financial reviews and discuss portfolio updatesSupport frontline staff with customer problemsRequirements:High school diploma or one year relevant experienceCompletion of IFIC or equivalent certificationCFSA completion within twelve months if hiredAdvanced investing and credit process knowledgeStrong organizational, planning, and communication skillsBring investment knowledge, financial planning advice, and customer relationship skills to TD Canada Trust in Olds, Alberta.#J-18808-Ljbffr

📌 Customer‑centric Personal Banker (Winnipeg)
🏢 TD CANADA TRUST
📍 Winnipeg

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