Investing Specialist for Wealth Growth

TD; Belleville; On-site; CAD 57,000 - 81,000; Full time

Job summary

TD in Belleville, Ontario is seeking a Senior Personal Banker– Investing to deliver personalized investment guidance and help clients grow their wealth. You will stay current on market trends and TD programs to offer informed recommendations and connect clients with appropriate One TD partners.

You will own the client experience, build long-term relationships, and expand assets through proactive outreach while complying with regulatory requirements and maintaining high standards of integrity.

Qualifications

• High school diploma required.
• IFC or equivalent, and CFSA - FPI & PFSA, or equivalent.
• 1+ years in an advisory role managing client relationships.
• Deep knowledge of investment products and services (mutual funds, GICs, RRSP).
• Knowledge of RESL, day-to-day banking, and TD products and services.

Responsibilities

• Own the client experience and build long-term relationships.
• Provide personalized investment advice to help clients grow their money.
• Identify opportunities to deepen relationships by cross-selling TD services.
• Build trust and protect clients, colleagues, and the Bank.
• Suggest process improvements to simplify client interactions.
• Commit to ongoing growth and elevated client advice.

Skills

Client relationship

Investment advice

Regulatory compliance

Problem solving

Communication

Education

High School diploma

Post-secondary degree (nice-to-have)

Tools

CRM systems

Investment platforms

Job description

TD in Belleville, Ontario is seeking a Senior Personal Banker– Investing to deliver personalized investment guidance and help clients grow their wealth. You will stay current on market trends and TD programs to offer informed recommendations and connect clients with appropriate One TD partners.

You will own the client experience, build long-term relationships, and expand assets through proactive outreach while complying with regulatory requirements and maintaining high standards of integrity.