Investing Specialist & Client Growth Leader

TD; Canada; On-site; CAD 59,500 - 84,000; Full time

Job summary

A major Canadian bank is seeking a Senior Personal Banker – Investing to enhance customer financial goals through exceptional service and investment advice. The role involves deep knowledge in investment products and proactive engagement with customers. The ideal candidate will have at least 2 years of experience and relevant certifications, ensuring compliance with banking policies while promoting customer retention and market share growth.

Qualifications

• Minimum 2 years relevant experience is required.
• Investment Funds Canada (IFC) or equivalent is preferred.
• Certificate in Financial Services Advice (CFSA) is advantageous.

Responsibilities

• Deliver exceptional customer experience in investment advice.
• Act as a subject matter expert on TD products and services.
• Engage in proactive customer outreach to enhance financial confidence.

Skills

Customer service expertise

Investment knowledge

Communication

Education

High School diploma

Post-Secondary or Undergraduate degree in related field

Job description

A major Canadian bank is seeking a Senior Personal Banker – Investing to enhance customer financial goals through exceptional service and investment advice. The role involves deep knowledge in investment products and proactive engagement with customers. The ideal candidate will have at least 2 years of experience and relevant certifications, ensuring compliance with banking policies while promoting customer retention and market share growth.