Personal Banker Financial Advice Beaconsfield
Job in
Beaconsfield, Montréal, Province de Québec, H9W 0A1, Canada
Listed on 2026-11-01
Listing for:
TD
Full Time
position Listed on 2026-11-01
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Advisor / Consultant, Financial Sales, Retail Banking
Job Description & How to Apply Below
Connect with TD customers in Beaconsfield as a Personal Banker, providing investment guidance and personalized financial advice. Support a 37.5-hour branch schedule.
At TD Canada Trust, this Personal Banker role builds lasting customer relationships through financial reviews, investment options, credit solutions, and banking services. You will answer questions, address concerns, and identify personalized solutions aligned with customers’ financial goals. The position also supports frontline staff and contributes to positive branch experiences.
Key Responsibilities:- Advise customers on investment, credit, and banking solutions
- Ask thoughtful questions to deepen customer relationships
- Provide financial reviews and personalized advice
- Handle customer problems as a frontline contact
- Prepare compliant documents reflecting business intentions
- High school diploma or one year relevant experience
- Completion of IFIC or equivalent required
- Complete CFSA within twelve months if hired
- Knowledge of advanced investing and credit processes
- Strong communication, organization, planning, and time management skills
Bring investment knowledge, credit expertise, and customer-focused financial advice to TD Canada Trust in Beaconsfield.
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