Personal Banker Financial Advice Napanee

Shape personalized financial advice in Napanee as a TD Personal Banker, using investment knowledge and customer conversations to support financial goals.

At TD Canada Trust, this Personal Banker role serves existing and prospective customers through financial reviews, portfolio updates, and tailored banking solutions. You will provide advice across investment and credit options while building lasting relationships. The position requires thoughtful questioning, accurate information, and confidential handling of customer concerns.

Key Responsibilities:

• Advise customers on investment and credit banking solutions
• Conduct financial reviews and discuss portfolio updates
• Recommend personalized solutions aligned with financial goals
• Answer questions and address customer concerns accurately
• 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
• Knowledge of advanced investing and credit processes
• Proficiency with MS Office and internet applications

Bring investment expertise, customer engagement, and financial planning knowledge to TD Canada Trust customers in Napanee, Ontario.