Financial Advisor Trust

Position: Financial Advisor at TD Trust
Become a Financial Advisor with TD Canada Trust in Barrie, Ontario. Leverage your financial expertise to assist customers in achieving their financial aspirations while providing personalized advice.

As a Personal Banker, you will play a crucial role in advising customers on investment and credit solutions. Engage with clients to deepen relationships, provide financial reviews, and suggest tailored services based on their goals. Your expertise will not only increase customer confidence but also ensure compliance with all regulatory guidelines and enhance team cohesion.

Key Responsibilities:

• Advise customers on various banking and investment solutions

• Engage with clients through thoughtful financial inquiries

• Provide personalized financial advice and maintain confidentiality

• Act as a go-to contact for frontline staff regarding customer issues

• Conduct financial reviews and portfolio discussions

Requirements:

• High school diploma with at least 1 year relevant experience

• Completion of IFIC or equivalent certification required

• Knowledge of advanced investing and credit processes

• Proficient in MS Office and internet applications

• Strong organizational and communication skills

Utilize your financial acumen and relationship-building skills to thrive as a Personal Banker at TD Canada Trust.
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