Job opportunity
Personal Banker Investment Advice
TD Bank Group
Support customers with investment and credit solutions as a Personal Banker at TD Canada Trust in Belleville, Ontario. Apply financial expertise onsite.
This Personal Banker role serves TD Canada Trust customers through personalized financial advice and relationship building. You will explore investment options, discuss portfolio updates, and recommend banking solutions aligned with financial goals. The position also supports frontline staff and maintains accurate, confidential customer information.
Key Responsibilities:
Advise customers on investment and credit banking solutions
Provide personalized financial advice and answer customer questions
Review portfolios and suggest additional personalized solutions
Handle customer problems for frontline staff
Prepare documents according to relevant regulations
Requirements:
High school diploma 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 MS Office and internet applications
Use investment knowledge, financial planning advice, and customer service skills to strengthen relationships at TD Canada Trust in Belleville.
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Apply on source site This Personal Banker role serves TD Canada Trust customers through personalized financial advice and relationship building. You will explore investment options, discuss portfolio updates, and recommend banking solutions aligned with financial goals. The position also supports frontline staff and maintains accurate, confidential customer information.
Key Responsibilities:
Advise customers on investment and credit banking solutions
Provide personalized financial advice and answer customer questions
Review portfolios and suggest additional personalized solutions
Handle customer problems for frontline staff
Prepare documents according to relevant regulations
Requirements:
High school diploma 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 MS Office and internet applications
Use investment knowledge, financial planning advice, and customer service skills to strengthen relationships at TD Canada Trust in Belleville.
#J-18808-Ljbffr