Senior Personal Banker, Home Lending Expert

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

Job summary

TD Canada Trust is seeking a Senior Personal Banker – Home Borrowing to provide sound financial planning advice and build lasting relationships with customers seeking real estate secured lending solutions. You will guide clients through lending options, support investment needs, and promote TD products within a trusted advisor framework.

In this role, you will leverage deep product knowledge, perform needs assessments, and ensure compliant documentation while delivering an exceptional branch

Qualifications

• 2+ years of relevant experience in financial services or banking.
• IFC accreditation or CFSA within required timeframe.
• High school diploma or higher education preferred.

Responsibilities

• Provide sound financial planning advice to promote customer loyalty and investment returns.
• Promote TD products and services and refer customers to appropriate teams.
• Maintain a professional and welcoming branch space while adhering to guidelines.
• Engage in proactive customer outreach to discuss portfolio updates and opportunities.
• Ensure documentation reflects customers' intentions and is retained per policies.
• Collaborate with team to attract, acquire and retain customers and opportunities.

Skills

Customer service

Relationship building

Financial planning

Real Estate Secured Lending

Education

High School diploma

Post-Secondary or Undergraduate degree

Job description

TD Canada Trust is seeking a Senior Personal Banker – Home Borrowing to provide sound financial planning advice and build lasting relationships with customers seeking real estate secured lending solutions. You will guide clients through lending options, support investment needs, and promote TD products within a trusted advisor framework.

In this role, you will leverage deep product knowledge, perform needs assessments, and ensure compliant documentation while delivering an exceptional branch