Apply financial planning expertise at TD Canada Trust in Keswick, Ontario, advising customers on investment and credit solutions. This is a 37.5-hour role.
As a Personal Banker, you will connect with existing and prospective customers about financial goals, investment options, and banking needs. You will provide personalized advice, answer questions, maintain confidentiality, and refer matters appropriately. The role supports customer loyalty, financial confidence, and investment returns through thoughtful conversations.
Key Responsibilities:
- Advise customers on investment and credit banking solutions
- Conduct financial reviews and discuss portfolio updates
- Answer concerns while maintaining confidentiality and accuracy
- Handle customer problems for frontline staff
- Recommend personalized solutions aligned with financial goals
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 and credit processes
- Proficiency with MS Office and internet applications
Bring investment knowledge, sound financial advice, and customer communication skills to TD Canada Trust’s Keswick Personal Banker team.
📌 Personal Banker Investment Advice (Keswick)
🏢 TD
📍 Keswick