Senior Personal Banker - Investing: Future Opportunities
Description
The role involves building client relationships and providing personalized investment advice to help clients achieve financial goals and grow their wealth. The Senior Personal Banker acts as a branch expert on investments, staying current on market trends, and connecting clients with appropriate solutions and specialists. Success is measured by client feedback, advice quality, growth in deposit and investment volume, and fostering client confidence in their financial path.
What We're Looking For
Own the client experience and build long-term relationships.,Help clients grow their money by providing personalized investment advice.,Identify opportunities to deepen client relationships by introducing One TD partners for all banking needs.,Build trust and protect clients, colleagues, and the Bank.,Simplify processes and influence change.,Committed to personal growth and training to provide elevated advice.,Client focused mindset.,Accountability for responsible, strategic pricing practices & financial outcomes.,Problem-solving and people skills to de-escalate challenging situations and resolve client complaints with empathy and efficiency.,Strong regulatory, AML, and compliance knowledge.,Drive to engage in client outreach and community presence to acquire new assets and deepen client relationships.
Ideal Candidate
Required Accreditation: Investment Funds Canada (IFC) or equivalent, and Certificate in Financial Services Advice (CFSA) - FPI & PFSA, or equivalent.,Post-Secondary or Undergraduate degree in a related field is preferred.
Minimum Education
High School diploma (minimum); 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.
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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