Senior Personal Banker - Home Borrowing: Future Opportunities
Description
The Senior Personal Banker - Home Borrowing role at TD Bank focuses on providing personalized financial guidance to clients regarding home borrowing options. This involves building lasting client relationships, conducting financial assessments, and offering tailored lending solutions. The role emphasizes client trust, satisfaction, and compliance, while also identifying opportunities to deepen client relationships across various banking needs.
What We're Looking For
Own the client experience and build long-term relationships.,Help clients borrow wisely by focusing on personalized lending advice.,Identify opportunities to deepen client relationships by introducing One TD partners for all banking needs, including lending and investing.,Build trust and protect clients, colleagues, and the Bank.,Simplify processes for colleagues and clients and influence change.,Be committed to personal growth and training to provide elevated advice.,Work a rotation across branch hours of operation.
Ideal Candidate
High School diploma.,Investment Funds Canada (IFC) or equivalent accreditation.,Certificate in Financial Services Advice (CFSA) – FP1 & PFSA, or equivalent accreditation.,Minimum of 2+ years of relevant experience in the financial services industry managing client relationships, providing complex financial advice with strong knowledge of RESL (Real Estate Secured Lending).,Deep knowledge and expertise in mortgage origination business and home financing products.,In-depth knowledge of investing, day-to-day banking, and all other TD products and services.,Strong regulatory, AML, and compliance knowledge.,Post-Secondary or Undergraduate degree in a related field is preferred.,Other accreditations (e.g., Financial Planning II) are a nice-to-have.
Minimum Education
High School diploma; Post-Secondary or Undergraduate degree in a related field preferred
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Ability to work a rotation across branch hours of operation; Job opportunity subject to provincial regulation for employment purposes.
About the Company
The Toronto-Dominion Bank
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
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