Senior Personal Banker - Home Financing Specialist

TD Bank Group; Grimsby; On-site; CAD 70,000 - 81,000; Full time

Benefits offered by this job

Health and well-being benefits

Savings and retirement programs

Paid time off

Banking benefits and discounts

Career development

Reward and recognition programs

Job summary

TD Canada Trust in Grimsby, Ontario, is seeking a Senior Personal Banker - Home Borrowing to deliver tailored financial planning and lending advice. You will help clients navigate home financing, investments, and banking solutions while maintaining compliance and a superior branch experience.

You will leverage deep product knowledge, ask insightful questions, and offer proactive outreach to grow client relationships and TD’s share of the local market.

Qualifications

• Minimum 2+ years of relevant banking experience.
• Knowledge of Real Estate Secured Lending products is preferred.
• CFSA or IFC credentials or progression plan within stated timelines.

Responsibilities

• Create a consistent, exceptional customer experience in-branch with a focus on home borrowing.
• Ask thoughtful questions to uncover needs and connect customers with the right solutions.
• Provide sound financial planning advice to promote loyalty and growth.
• Maintain knowledge of TD products, policies, and procedures for customers and colleagues.
• Engage in proactive outreach to discuss portfolio updates and opportunities.
• Ensure proper documentation reflecting customers' intentions is retained per policy.

Skills

Customer service

Investment knowledge

Communication

Questioning

Education

High School diploma / post-secondary degree

IFC accreditation within 90 days

CFSA within 6 months

Job description

TD Canada Trust in Grimsby, Ontario, is seeking a Senior Personal Banker - Home Borrowing to deliver tailored financial planning and lending advice. You will help clients navigate home financing, investments, and banking solutions while maintaining compliance and a superior branch experience.

You will leverage deep product knowledge, ask insightful questions, and offer proactive outreach to grow client relationships and TD’s share of the local market.