Job opportunity
TD Financial Planning Banker
TD Bank Group
Help TD customers build financial confidence through sound planning advice, investment knowledge, and personalized solutions in Three Hills, Alberta.
As a Personal Banker at TD Canada Trust, you will connect with existing and prospective customers about their financial goals. The role combines financial reviews, investment and credit guidance, portfolio updates, and customer service. You will also support colleagues and maintain confidentiality and accuracy.
Key Responsibilities:
Conduct financial reviews with existing and prospective customers
Explore investment options aligned with customer financial needs
Answer questions and raise matters to appropriate partners
Prepare documents consistent with relevant regulations
Improve service level agreements and productivity targets
Requirements:
Related post-secondary or undergraduate degree is an asset
Real estate secured lending experience is an asset
Investment experience is an asset
Tactful communication with concise logical information exchange
Strong organizational, planning, and time management skills
Use financial planning, investment, and credit expertise to deliver accurate advice and deepen TD customer relationships.
#J-18808-Ljbffr
Apply on source site As a Personal Banker at TD Canada Trust, you will connect with existing and prospective customers about their financial goals. The role combines financial reviews, investment and credit guidance, portfolio updates, and customer service. You will also support colleagues and maintain confidentiality and accuracy.
Key Responsibilities:
Conduct financial reviews with existing and prospective customers
Explore investment options aligned with customer financial needs
Answer questions and raise matters to appropriate partners
Prepare documents consistent with relevant regulations
Improve service level agreements and productivity targets
Requirements:
Related post-secondary or undergraduate degree is an asset
Real estate secured lending experience is an asset
Investment experience is an asset
Tactful communication with concise logical information exchange
Strong organizational, planning, and time management skills
Use financial planning, investment, and credit expertise to deliver accurate advice and deepen TD customer relationships.
#J-18808-Ljbffr