Job opportunity
Personal Banker Financial Advice Olds
TD Bank Group
Advise TD customers in Olds, Alberta, using financial planning expertise and investment knowledge to support their goals and relationships.
As a Personal Banker with TD Canada Trust, you will provide personalized advice across investment and credit banking solutions. You will engage customers, conduct financial reviews, explain portfolio updates, and identify suitable solutions. The role also supports frontline staff and requires accurate, confidential communication.
Key Responsibilities:
Advise customers on investment and credit banking solutions
Ask thoughtful questions to deepen customer relationships
Provide personalized financial advice and address concerns
Conduct financial reviews and discuss portfolio updates
Support frontline staff with customer problems
Requirements:
High school diploma or one year relevant experience
Completion of IFIC or equivalent certification
CFSA completion within twelve months if hired
Advanced investing and credit process knowledge
Strong organizational, planning, and communication skills
Bring investment knowledge, financial planning advice, and customer relationship skills to TD Canada Trust in Olds, Alberta.
#J-18808-Ljbffr
Apply on source site As a Personal Banker with TD Canada Trust, you will provide personalized advice across investment and credit banking solutions. You will engage customers, conduct financial reviews, explain portfolio updates, and identify suitable solutions. The role also supports frontline staff and requires accurate, confidential communication.
Key Responsibilities:
Advise customers on investment and credit banking solutions
Ask thoughtful questions to deepen customer relationships
Provide personalized financial advice and address concerns
Conduct financial reviews and discuss portfolio updates
Support frontline staff with customer problems
Requirements:
High school diploma or one year relevant experience
Completion of IFIC or equivalent certification
CFSA completion within twelve months if hired
Advanced investing and credit process knowledge
Strong organizational, planning, and communication skills
Bring investment knowledge, financial planning advice, and customer relationship skills to TD Canada Trust in Olds, Alberta.
#J-18808-Ljbffr