Serve TD Canada Trust customers in Montréal through personalized financial advice, investment options, and credit banking solutions at the branch.

As a Personal Banker, you will build customer relationships while supporting financial goals and investment returns. Use financial reviews, portfolio updates, and thoughtful questions to understand needs. Provide accurate, confidential guidance while connecting customers with appropriate partners.

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
- Handle customer problems for frontline staff
- Suggest solutions aligned with customers' financial goals

Requirements:

- High school diploma and/or one year relevant experience
- Completion of IFIC or equivalent certification
- CFSA completion within twelve months if hired
- Knowledge of advanced investing and credit processes
- Proficiency with Microsoft Office and internet applications

Bring investment knowledge, credit expertise, and customer-focused financial advice to TD Canada Trust in Montréal.

📌 Personal Banker Investment Advice Montréal (Canada)
🏢 TD Bank Group
📍 Canada