Senior Personal Banker - Investing

Own the client experience and cultivate long-term relationships.,Help clients grow their assets by delivering personalized investment advice.,Identify opportunities to deepen client relationships by introducing relevant One TD partners for all banking needs, including investing and lending.,Build trust and safeguard clients, colleagues, and the Bank.,Seek ways to simplify processes for both colleagues and clients, using influence to drive change.,Commit to continuous professional growth and training to provide enhanced advice to clients.,Actively engage in client outreach and maintain a community presence to acquire new assets and deepen existing client relationships.,Be able to work a rotation across branch hours of operation to ensure client advice is delivered when needed.,Maintain a comprehensive understanding of the local market, competitive offerings, and economic trends to inform advice recommendations.,Ensure all prepared and completed documentation is accurate, reflects client/business intentions, and is retained in accordance with business policies and procedures.,Participate fully as a team member, fostering a positive work environment that promotes service, quality, innovation, and teamwork, and ensure timely communication of issues.,Contribute to business objectives by proactively attracting, acquiring, and retaining customers, advice opportunities, and referrals to drive market share growth for TD.

Deep knowledge and expertise in investment products and services (e.g., Mutual funds, GICs, RSP, market growth).,In-depth knowledge of Real Estate Secured Lending (RESL), day-to-day banking, and all other TD products and services.,Client-focused mindset.,Accountability for responsible, strategic pricing practices and financial outcomes.,Problem-solving and interpersonal skills to de-escalate challenging situations and resolve client complaints with empathy and efficiency.,Strong regulatory, Anti-Money Laundering (AML), and compliance knowledge to uphold a culture of integrity.,High school diploma.,Experience in financial services, preferably with certifications in investment funds and financial services advice.

High School Diploma, relevant certifications in investment funds and financial services advice

Must be willing to work a rotation across branch hours of operation; Requires engaging in proactive customer outreach and community presence.