Senior Personal Banker - Investing

Create a consistent and exceptional customer experience, with a focus on investment advice. [1],Possess deep knowledge and expertise of investment products, Real Estate Secured Lending, day-to-day banking, and all other TD products and services. [1, 2],Understand customer needs and identify opportunities to promote products and services, referring customers to appropriate team members or partners. [1],Improve customer financial confidence through ongoing dialogue, answering questions, and providing advice. [1],Act as a subject matter expert for customers and colleagues regarding TD products, services, policies, and procedures, particularly in personal and business banking within the branch. [1],Maintain a professional and inviting space in all common areas of the branch, adhering to guidelines. [1],Own the client experience and build long-term relationships. [4],Help clients grow their money by providing personalized investment advice. [4],Identify opportunities to deepen client relationships by introducing One TD partners for all banking needs. [4],Build trust and protect clients, colleagues, and the Bank. [4],Find ways to simplify processes and use your voice to influence change. [4],Be committed to growth and training to ensure elevated advice to clients. [4],Client-focused mindset while maintaining accountability for responsible, strategic pricing practices & financial outcomes. [2],Problem-solving and people skills to de-escalate challenging situations and resolve client complaints with empathy and efficiency. [2],Strong regulatory, AML, and compliance knowledge to support a culture of integrity. [2]

High School diploma and/or Post-Secondary or Undergraduate degree (in related field) preferred. [1],2+ years relevant experience. [1],Investment Funds Canada (IFC) or equivalent. [1],Certificate in Financial Services Advice (CFSA). [1]

High School diploma, Post-Secondary or Undergraduate degree (in related field) preferred. [1]