Senior Personal Banker - Home Borrowing: Future Opportunities
Description
The Senior Personal Banker - Home Borrowing role at TD Bank involves connecting with customers to help them achieve financial goals, particularly in home borrowing. This includes providing expert financial guidance, building lasting client relationships, and offering an exceptional banking experience by navigating home borrowing options, conducting financial assessments, and recommending personalized lending solutions. The role emphasizes client trust, satisfaction, compliance, and balancing value for both the bank and the client.
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.
Find ways to simplify processes for colleagues and clients and use your voice to influence change.
Be committed to growth & training, strengthening capabilities to ensure elevated advice to clients.
Maintain accountability for responsible, strategic pricing practices & financial outcomes.
Engage in client outreach and community presence to acquire new assets and deepen client relationships.
Work a rotation across branch hours of operation to deliver advice when clients need it.
Ideal Candidate
High School diploma.
Required Accreditation: Investment Funds Canada (IFC) or equivalent, and Certificate in Financial Services Advice (CFSA) – FP1 & PFSA, or equivalent.
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.
Client focused mindset.
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.
Post-Secondary or Undergraduate degree in a related field is preferred.
Other accreditations (e.g., Financial Planning II) are nice-to-have.
Minimum Education
High School diploma; Post-Secondary or Undergraduate degree preferred
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Ability to work a rotation across branch hours of operation
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.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.