Personal Banker: Crafting Personal Financial Plans

TD; Gravenhurst; Vor Ort; CAD 57.000 - 71.400; Vollzeit

Benefits dieser Stelle

Health and well-being benefits

Savings and retirement programs

Career development opportunities

Zusammenfassung

A leading financial institution is seeking a Personal Banker in Gravenhurst, Ontario. In this role, you will create meaningful connections with customers, offering personalized financial advice to help them achieve their financial goals. Responsibilities include advising on banking solutions and managing customer interactions. The ideal candidate has a high school diploma, relevant experience, and strong organizational and communication skills. A competitive salary of $57,000 - $71,400 CAD is offered, along with a comprehensive total rewards package.

Qualifikationen

• Experience in financial roles or customer service.
• Completion of necessary financial certifications.
• Strong knowledge of banking products and services.

Aufgaben

• Advise customers on investment options to meet financial goals.
• Engage with customers through tailored advice and solutions.
• Handle customer inquiries and retain relationships effectively.

Kenntnisse

Customer Relationship Management

Financial Analysis

Investment Knowledge

Organizational Skills

Communication

Ausbildung

High school diploma

Post-Secondary or Undergraduate degree

Completion of IFIC or equivalent

Tools

MS Office

Internet Applications

Jobbeschreibung

A leading financial institution is seeking a Personal Banker in Gravenhurst, Ontario. In this role, you will create meaningful connections with customers, offering personalized financial advice to help them achieve their financial goals. Responsibilities include advising on banking solutions and managing customer interactions. The ideal candidate has a high school diploma, relevant experience, and strong organizational and communication skills. A competitive salary of $57,000 - $71,400 CAD is offered, along with a comprehensive total rewards package.