TD Canada Trust Financial Advisor

TD Canada Trust Financial Advisor

11 Nov
|
TD Bank Group
|
Canada

11 Nov

TD Bank Group

Canada

TD Canada Trust seeks a Personal Banker in Beaconsfield, Québec, with financial planning expertise and strong customer communication skills.

As part of Personal & Commercial Banking, you will help existing and prospective customers pursue financial goals. The work includes discussing portfolio updates, recommending personalized solutions, and explaining investment and credit options. You will also support frontline colleagues and maintain accurate customer information.

Key Responsibilities:

- Discuss portfolio updates with existing and prospective customers
- Suggest solutions aligned with customers’ financial goals
- Increase customer confidence through personalized advice
- Refer matters to appropriate team members or partners
- Assist and mentor colleagues in completing work activities

Requirements:

- Relevant post-secondary education is an asset
- Real estate lending or investment experience is an asset
- Tactful, concise, and logical communication style
- Strong organizational, planning, and time management skills
- Applicable CIRO registration requirements must be met

Bring financial planning, portfolio discussion, and explicit communication skills to customers and colleagues through TD Canada Trust.

📌 TD Canada Trust Financial Advisor
🏢 TD Bank Group
📍 Canada

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