Senior Personal Banker - Investing Future Opportunities

TD Bank

Edmonton, Alberta, Canada
Base: $57,100 - $80,600 cad; bonus/equity: variabl...
Deep knowledge of investment products
Real estate secured lending expertise
Proactive customer outreach capabilities
The role focuses on providing sound financial planning advice and investment expertise to help customers achieve their financial goals

Job Summary

  • The role focuses on providing sound financial planning advice and investment expertise to help customers achieve their financial goals.
  • Employees are expected to maintain comprehensive knowledge of the local market and economic trends to support accurate advice recommendations.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and career development programs.

Matching Summary

The role focuses on providing sound financial planning advice and investment expertise to help customers achieve their financial goals.

Salary

Base: $57,100 - $80,600 CAD; Bonus/Equity: Variable compensation included; Benefits: Health, retirement, paid time off, and banking discounts

Skills & Requirements

Must-have

  • Deep knowledge of investment products
  • Real Estate Secured Lending expertise
  • Proactive customer outreach capabilities
  • Understanding of local market trends
  • Accurate documentation and compliance

Nice-to-have

  • Passion for connecting with customers
  • Ability to act as subject matter expert
  • Commitment to positive customer experience
  • Team collaboration and innovation mindset

Key Requirements

  • High School diploma or Post-Secondary degree preferred
  • 2+ years relevant experience in banking or finance
  • Investment Funds Canada (IFC) or CFSA Certificate required

Work Rights

Not specified

Tailored Resume

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