Senior Personal Banker - Investing (future Opportunities)
TD Bank
Mississauga, Ontario, Canada
Base: $59,500 - $84,000 cad; bonus/equity: not spe...
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Client relationship management
Investment product expertise
Financial planning advice
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TD Bank is seeking a Senior Personal Banker - Investing in Mississauga, Ontario, to provide personalized investment advice and foster long-term client relationships. The role requires a strong background in financial services and investment products, with a focus on client satisfaction and growth.
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Job Summary
As the Senior Personal Banker - Investing, you are the branch expert in helping clients grow their wealth.
You deliver personalized, client-focused investment advice and ensure every client leaves with a clear plan to meet their financial goals.
Your success is measured by client feedback, the advice you deliver, the deposit and investment volume you grow, and how well you help clients feel confident in their financial path.
Matching Summary
Match Score: 75
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TD Bank is seeking a Senior Personal Banker - Investing in Mississauga, Ontario, to provide personalized investment advice and foster long-term client relationships. The role requires a strong background in financial services and investment products, with a focus on client satisfaction and growth.
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Salary
Base: $59,500 - $84,000 CAD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Client relationship management
Investment product expertise
Financial planning advice
Regulatory compliance knowledge
Client outreach and community presence
Nice-to-have
Client-focused mindset
Problem-solving and de-escalation skills
Influence change
Commitment to growth and training
Key Requirements
High School diploma
IFC or equivalent accreditation
CFSA - FPI & PFSA or equivalent accreditation
2+ years of relevant experience
In-depth knowledge of RESL, day-to-day banking, and TD products