Senior Personal Banker: Home Financing & Lending Advisor

TD Bank; Barrie; On-site; CAD 60,000 - 84,000; Full time

Job summary

TD Bank in Barrie, ON, is seeking a Senior Personal Banker - Home Borrowing to guide clients on home financing and maintain strong client relationships. You will deliver reliable financial guidance, identify cross-sell opportunities, and collaborate with One TD partners to meet all banking needs.

You will own the client experience, protect client trust, and strive to provide elevated advice through ongoing growth and training. A rotation across branch hours is expected.

Qualifications

• High School diploma.
• IFC or CFSA FP1 & PFSA accreditation.
• 1+ years of experience in an advisory role managing client relationships and providing complex financial advice.
• Deep knowledge of mortgage origination and home financing.
• Strong knowledge of investing and day-to-day banking.
• Regulatory, AML and compliance knowledge.

Responsibilities

• Own the client experience and build long-term relationships.
• Help clients borrow wisely by focusing on personalized lending advice.
• Go beyond the initial need and identify opportunities to deepen the client relationship by introducing One TD partners for all banking needs including but not limited to lending and investing.
• Build trust and protect clients, colleagues, and the Bank
• Find ways to simplify processes for colleagues and clients and use your voice to influence change.
• Be committed to your growth & training. Strengthening capabilities to ensure you are providing elevated advice to our clients.

Skills

Client relationships

Financial advisory

Regulatory compliance

Problem solving

Communication skills

Education

IFC / CFSA FP1 & PFSA

Tools

RESL knowledge

Mortgage origination systems

Job description

TD Bank in Barrie, ON, is seeking a Senior Personal Banker - Home Borrowing to guide clients on home financing and maintain strong client relationships. You will deliver reliable financial guidance, identify cross-sell opportunities, and collaborate with One TD partners to meet all banking needs.

You will own the client experience, protect client trust, and strive to provide elevated advice through ongoing growth and training. A rotation across branch hours is expected.