Personal Banking Advisor & Investment Solutions

Kibbi Technologies Inc.; Nova Scotia; On-site; CAD 51,000 - 71,000; Full time

Job summary

TD Canada Trust is hiring a Personal Banker to help clients achieve their financial goals through personalized guidance on investments and credit banking solutions. You will engage customers, ask insightful questions, and build lasting relationships to promote loyalty and financial growth.

You will collaborate with frontline staff, provide timely financial reviews, and stay informed on regulatory changes to ensure compliant, high-quality service in a fast-paced branch environment.

Qualifications

• High school diploma and/or 1 year of relevant experience
• Completion of IFIC or equivalent required
• CFSA must be completed within 12 months, if hired

Responsibilities

• Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions
• By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships
• Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy
• Act as a point of contact for the frontline staff in handling customer problems
• Maintain professional space in common areas as per marketing and regulatory guidelines
• Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals
• Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization
• Strive to achieve and improve service level agreements and productivity targets
• Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions
• Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently

Skills

Customer service

Communication

Time management

Self-motivation

Organizational skills

Planning

Attention to detail

Education

High school diploma

Post-Secondary degree asset

IFIC certification

CFSA within 12 months

Tools

MS Office

Job description

TD Canada Trust is hiring a Personal Banker to help clients achieve their financial goals through personalized guidance on investments and credit banking solutions. You will engage customers, ask insightful questions, and build lasting relationships to promote loyalty and financial growth.

You will collaborate with frontline staff, provide timely financial reviews, and stay informed on regulatory changes to ensure compliant, high-quality service in a fast-paced branch environment.