Personal Banker: Expert Financial Guidance & Client Relationships

TD Bank; Ottawa; On-site; CAD 52,000 - 75,000; Full time

Job summary

A leading financial institution in Canada is seeking a Personal Banker in Ottawa. This role involves providing sound financial planning advice, assisting customers in achieving their financial goals, and exploring investment options. Ideal candidates will have a high school diploma and relevant experience in customer service, with the ability to build strong relationships and provide personalized advice.

Benefits

Competitive salary

Health and well-being benefits

Career development programs

Qualifications

• 1 year of relevant experience preferred.
• Completion of IFIC or equivalent is required.
• Ability to handle customer financial inquiries sensitively.

Responsibilities

• Advise customers on financial solutions.
• Engage with customers to improve their financial confidence.
• Maintain confidentiality and accuracy in financial interactions.

Skills

Customer service skills

Financial planning advice

Proficiency in MS Office

Tactful communication

Education

High school diploma

Post-Secondary or Undergraduate degree

IFIC or equivalent

Tools

MS Office

Job description

A leading financial institution in Canada is seeking a Personal Banker in Ottawa. This role involves providing sound financial planning advice, assisting customers in achieving their financial goals, and exploring investment options. Ideal candidates will have a high school diploma and relevant experience in customer service, with the ability to build strong relationships and provide personalized advice.