Personal Banker Financial Advice
Job in
Belleville, Ontario, 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, Bank Customer Service, Retail Banking, Financial Sales
Job Description & How to Apply Below
TD Personal Bankers in Belleville connect customers with investment and credit solutions while providing personalized financial advice and relationship support.
This 37.5-hour Personal Banker role serves customers through financial reviews, portfolio discussions, and tailored recommendations. You will use investment knowledge, credit processes, confidentiality, accuracy, and thoughtful questions to strengthen customer confidence and relationships. The position is within TD’s Personal and Commercial Banking business.
Key Responsibilities:- Advise customers on investment and credit banking solutions
- Provide personalized financial advice and answer customer questions
- Discuss portfolio updates and recommend additional solutions
- Handle customer problems for frontline staff
- Prepare documents consistent with regulations and business intentions
- High school diploma or one year relevant experience
- Post-secondary or undergraduate related degree is an asset
- Completion of IFIC or equivalent required
- Complete CFSA within twelve months if hired
- Knowledge of advanced investing and credit processes
Apply financial planning, investment knowledge, and customer relationship skills as a Personal Banker serving TD customers in Belleville.
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