Senior Personal Banker - Investing

TD Bank

Calgary, Alberta, Canada
Base: $59,500 - $84,000 cad; bonus/equity: not spe...
Investment products expertise
Customer needs assessment
Financial planning advice
Build deep and long-lasting relationships with customers by providing information and advice on services, products, and solutions

Job Summary

  • Build deep and long-lasting relationships with customers by providing information and advice on services, products, and solutions.
  • Demonstrate subject matter expertise in providing sound financial planning advice to promote customer loyalty and investment returns.
  • Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / advice opportunities and referrals, to drive growth for TD.

Matching Summary

Build deep and long-lasting relationships with customers by providing information and advice on services, products, and solutions.

Salary

Base: $59,500 - $84,000 CAD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Investment products expertise
  • Customer needs assessment
  • Financial planning advice
  • Proactive customer outreach
  • Local market knowledge

Nice-to-have

  • Think like a customer
  • Act like an owner
  • Innovate with purpose
  • Execute with speed and impact
  • Positive work environment

Key Requirements

  • 2+ years relevant experience
  • Investment Funds Canada (IFC) or equivalent
  • Certificate in Financial Services Advice (CFSA)

Work Rights

Not specified

Tailored Resume

Cover Letter