Personal Banker Investment Advice (Northeastern Manitoulin and the Islands)

Personal Banker Investment Advice (Northeastern Manitoulin and the Islands)

11 Nov
|
TD Bank Group
|
Northeastern Manitoulin and the Islands

11 Nov

TD Bank Group

Northeastern Manitoulin and the Islands

Personal Banker in Little Current provides investment advice and credit solutions while building customer relationships through personalized financial conversations.

At TD Canada Trust, this 37.5-hour role supports existing and prospective customers with financial reviews, portfolio updates, and banking guidance. You will assess goals, explain investment options, address concerns, and identify personalized solutions while maintaining confidentiality and accuracy. The position also supports frontline colleagues and internal partners.

Key Responsibilities:

- Advise customers on investment and credit banking solutions
- Conduct financial reviews and discuss portfolio updates
- Answer questions and address customer concerns accurately




- Handle customer problems for frontline staff
- Prepare documents reflecting business intentions and regulations

Requirements:

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

Bring financial planning, investment knowledge, and customer communication skills to TD Canada Trust’s Personal Banker team.

📌 Personal Banker Investment Advice (Northeastern Manitoulin and the Islands)
🏢 TD Bank Group
📍 Northeastern Manitoulin and the Islands

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