Personal Banker Investment Advice (Quebec City)

Personal Banker Investment Advice (Quebec City)

08 Nov
|
The Toronto-Dominion Bank (Canada)
|
Quebec City

08 Nov

The Toronto-Dominion Bank (Canada)

Quebec City

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.

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

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