Personal Banker Keswick Investment Advice
Job in
Keswick, Newmarket, Ontario, L4P 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 Sales, Bank Customer Service, Financial Advisor / Consultant, Retail Banking
Job Description & How to Apply Below
Personal Banker Trainees in Keswick, Ontario, apply investment knowledge and financial advice skills while serving TD Canada Trust customers. This role offers 37.5 hours weekly.
At TD Canada Trust, you will build customer relationships through banking transactions, financial reviews, and personalized solutions. You will advise on investment and credit options, answer questions, and refer customers appropriately. Your work supports customer confidence, loyalty, and investment returns.
Key Responsibilities:- Advise customers on investment and credit banking solutions
- Ask thoughtful questions to deepen customer relationships
- Provide personalized financial advice and address concerns
- Discuss portfolio updates and additional suitable solutions
- Support frontline staff with customer problems
- High school diploma or one year relevant experience
- Post-secondary or undergraduate related degree is an asset
- Complete IFIC or equivalent CFSA within twelve months
- Investment or real estate secured lending experience is an asset
- Knowledge of investing, credit processes, and banking solutions
Bring financial advice, investment knowledge, and customer relationship skills to TD Canada Trust as a Personal Banker Trainee.
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