Senior Personal Banker - Investing

The Toronto-Dominion Bank (Canada); Belleville; On-site; CAD 57,000 - 81,000; Full time

Benefits offered by this job

Total Rewards package

Career development

Training & onboarding

Job summary

The Toronto-Dominion Bank in Belleville, Ontario is seeking a Senior Personal Banker – Investing to act as the branch expert, delivering personalized investment advice and helping clients meet financial goals with mutual funds, GICs, RRSPs, and growth strategies.

You will own the client experience, build lasting relationships, and collaborate with One TD partners to offer lending and other banking services. A strong regulatory mindset, client focus, and willingness to grow with TD are essential.

Qualifications

• High School diploma or equivalent.
• Accreditation: IFC or CFSA; CFSA - FPI & PFSA, or equivalent.
• Minimum 1+ years advising and managing client relationships.
• Deep knowledge of investment products: mutual funds, GICs, RRSP, and growth.
• Strong regulatory, AML knowledge and TD product familiarity.

Responsibilities

• Own the client experience and build long-term relationships.
• Provide personalized investment advice to help clients grow their wealth.
• Identify opportunities to deepen client relationships with One TD partners.
• Proactively simplify processes and communicate with clients and colleagues.
• Commit to growth, training, and delivering elevated advice.

Skills

Investment knowledge

Client relationships

Regulatory AML knowledge

Problem solving & empathy

Financial advising

Education

High School diploma

Bachelor's degree (nice-to-have)

Job description

Work Location: Belleville, Ontario, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: $57,100 - $80,600 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Job Description: TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Department Overview

Are you passionate about connecting personally with clients to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit clients' financial needs? Then join us as a Senior Personal Banker– Investing and demonstrate your subject matter expertise in providing sound financial planning advice to promote client loyalty and investment returns. As the Senior Personal Banker - Investing, you are the branch expert in helping clients grow their wealth. You deliver personalized, client-focused investment advice and ensure every client leaves with a clear plan to meet their financial goals. By staying current on market trends and TD programs, you provide informed recommendations, proactively connecting clients with the right solutions and specialists. Your success is measured by client feedback, the advice you deliver, the deposit and investment volume you grow, and how well you help clients feel confident in their financial path.

In this role, you will:

• Own the client experience and build long-term relationships.
• Help clients grow their money by providing personalized investment 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 investing and lending.
• 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 provide elevated advice to our clients.

What do you need to succeed?

Must-have

• High School diploma.
• Required Accreditation: Investment Funds Canada (IFC) or equivalent, and Certificate in Financial Services Advice (CFSA) - FPI & PFSA, or equivalent.
• Minimum 1+ years of relevant experience in an advice role managing client relationships, providing financial advice and investment solutions
• Deep knowledge and expertise in investment products and services, including Mutual funds, GICs, RSP, and market growth.
• In-depth knowledge of RESL, day-to-day banking, and all other TD products and services.
• Client focused mindset while maintaining accountability for responsible, strategic pricing practices & financial outcomes.
• Problem solving and people skills to de-escalate challenging situations and resolve client complaints with empathy and efficiency.
• Strong regulatory, AML, and compliance knowledge to support a culture of integrity.
• Drive to engage in client outreach and community presence to acquire new assets and deepen client relationships.
• The ability to work a rotation across branch hours of operation to ensure we deliver advice when clients need it.

Nice-to-have

• Post-Secondary or Undergraduate degree in a related field is preferred.
• Other accreditations (ie. Financial Planning II)

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information:

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

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Our Values

At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Our Commitment to Diversity, Equity, and Inclusion

At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

Helping to Make an Impact in Communities – TD Ready Commitment

TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. Learn more: Canada | US | Europe & Asia Pacific