Personal Banker Investment Advice
Job in
Belleville, Ontario, K8N 0A1, Canada
Listed on 2026-11-05
Listing for:
TD Bank Group
Full Time
position Listed on 2026-11-05
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Bank Customer Service, Retail Banking
Job Description & How to Apply Below
Support customers with investment and credit solutions as a Personal Banker at TD Canada Trust in Belleville, Ontario. Apply financial expertise onsite.
This Personal Banker role serves TD Canada Trust customers through personalized financial advice and relationship building. You will explore investment options, discuss portfolio updates, and recommend banking solutions aligned with financial goals. The position also supports frontline staff and maintains accurate, confidential customer information.
Key Responsibilities:- Advise customers on investment and credit banking solutions
- Provide personalized financial advice and answer customer questions
- Review portfolios and suggest additional personalized solutions
- Handle customer problems for frontline staff
- Prepare documents according to relevant regulations
- High school diploma or one year relevant experience
- Completion of IFIC or equivalent certification
- CFSA completion within twelve months if hired
- Knowledge of advanced investing and credit processes
- Proficiency with MS Office and internet applications
Use investment knowledge, financial planning advice, and customer service skills to strengthen relationships at TD Canada Trust in Belleville.
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