At TD Canada Trust in Beaconsfield, advise customers on investment options and personalized financial solutions while building lasting relationships.

As a Personal Banker, you will provide financial planning advice across investment and credit banking solutions. You will engage customers through thoughtful questions, financial reviews, portfolio updates, and personalized recommendations. The position also supports frontline staff and requires knowledge of regulations, investing, credit processes, and banking solutions.

Key Responsibilities:

- Advise customers on investment and credit banking solutions
- Provide personalized financial advice and answer customer questions
- Conduct financial reviews and discuss portfolio updates
- Support frontline staff with customer problems
- Prepare documents consistent with relevant regulations

Requirements:

- High school diploma and/or one year relevant experience
- Completion of IFIC or equivalent
- CFSA completion within twelve months if hired
- Advanced investing and credit process knowledge
- Proficiency with MS Office and internet applications

Use investment knowledge, financial planning, and customer engagement skills to support TD customers in Beaconsfield, Quebec.

📌 Personal Banker Investment Advice (Montreal)
🏢 The Toronto-Dominion Bank (Canada)
📍 Montreal