Senior Personal Banker - Investing

TD; Canada; On-site; CAD 59,500 - 84,000; Full time

Job summary

A major Canadian bank is seeking a Senior Personal Banker – Investing to enhance customer financial goals through exceptional service and investment advice. The role involves deep knowledge in investment products and proactive engagement with customers. The ideal candidate will have at least 2 years of experience and relevant certifications, ensuring compliance with banking policies while promoting customer retention and market share growth.

Qualifications

• Minimum 2 years relevant experience is required.
• Investment Funds Canada (IFC) or equivalent is preferred.
• Certificate in Financial Services Advice (CFSA) is advantageous.

Responsibilities

• Deliver exceptional customer experience in investment advice.
• Act as a subject matter expert on TD products and services.
• Engage in proactive customer outreach to enhance financial confidence.

Skills

Customer service expertise

Investment knowledge

Communication

Education

High School diploma

Post-Secondary or Undergraduate degree in related field

Job description

Job Description

At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long‑lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services while ensuring a positive customer experience.

Join TD Canada Trust and think like a customer, act like an owner, innovate with purpose and execute with speed and impact.

Are you passionate about connecting personally with customers to assist them in achieving their financial goals? Do you love exploring and understanding investment options that best suit customers' 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 customer loyalty and investment returns.

Responsibilities

• Create a consistent and exceptional customer experience in the branch, with specialty and predominant focus in investment advice and experiences
• Requires deep knowledge and expertise of investment products; with in‑depth knowledge of Real Estate Secured Lending, day‑to‑day banking, and all other TD products and services
• Ask thoughtful questions to uncover and understand customer needs, owning solutions that align to mandate and bringing in an expert for needs outside of capability
• Improve customer financial confidence through ongoing dialogue and by answering questions and providing advice
• Act as a subject matter expert in the branch for both customers and colleagues regarding all products, services, policies, and procedures of TD – especially regarding both personal banking and business banking products/services or policies/procedures owned within the branch
• Maintain a professional and inviting space in all common areas of the branch, adhering to premises, marketing, and/or regulatory guidelines, paying attention to the office spaces in which the Senior Personal Banker – Investing occupies
• Consistently engage in proactive customer outreach (via phone, email, etc.) to discuss portfolio updates and/or additional opportunities which best serve the customer's needs; responsible for being present in the community for additional customer outreach
• Maintain comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations
• Ensure documentation that is prepared and completed is accurate, properly reflects the customer/business' intentions, and retained in accordance with business policies and procedures
• Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
• Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / advice opportunities and referrals, to drive growth for TD; this role is particularly responsible for achieving market share growth by bringing new business to TD

Qualifications

• High School diploma and/or
• Post‑Secondary or Undergraduate degree (in related field) preferred
• 2+ years relevant experience
• Investment Funds Canada (IFC) or equivalent
• Certificate in Financial Services Advice (CFSA)
• Language requirement (Quebec only) – Sans Objet

Location: Calgary, Alberta, Canada

Hours: 37.5

Line of Business: Personal & Commercial Banking

Pay Details: $59,500 - $84,000 CAD