Personal Banker: Investment & Banking Advisor

TD Bank Group; Kingston; On-site; CAD 51,000 - 71,000; Full time

Job summary

TD Canada Trust – Kingston, Ontario is seeking a Personal Banker to help customers achieve their financial goals with personalized investment and credit guidance. You will identify opportunities to promote products and refer customers to the appropriate team while delivering a positive experience.

The role requires a high school diploma, IFIC certification, and the ability to provide sound financial planning advice in a fast-paced environment.

Qualifications

• High school diploma or equivalent is required.
• Post-secondary or undergraduate degree is an asset.
• IFIC certification or equivalent is required.
• CFSA completion within 12 months if hired.

Responsibilities

• Advise customers on high-level financial solutions from investment and credit banking options.
• Engage with customers to build positive experiences and deepen relationships.
• Provide personalized financial advice and address customer questions or concerns.
• Serve as a point of contact for frontline staff for customer issues.
• Maintain professional spaces per guidelines and regulations.
• Discuss portfolio updates and propose additional personalized solutions.
• Stay informed on regulations and industry codes of conduct and contribute to process improvements.
• Aim to meet service levels and productivity targets.
• Ensure documents reflect business intentions and comply with regulations.
• Collaborate with team and mentor others as needed.

Skills

Customer service

Communication

Financial knowledge

Relationship building

Problem solving

Education

High school diploma

Post-secondary or undergraduate degree asset

IFIC certification

CFSA within 12 months

Tools

MS Office

Internet applications

Job description

TD Canada Trust – Kingston, Ontario is seeking a Personal Banker to help customers achieve their financial goals with personalized investment and credit guidance. You will identify opportunities to promote products and refer customers to the appropriate team while delivering a positive experience.

The role requires a high school diploma, IFIC certification, and the ability to provide sound financial planning advice in a fast-paced environment.