Senior Personal Banker - Investing (future Opportunities)

TD

Mississauga, Ontario, Canada
Base: $59,500 - $84,000 cad; bonus/equity: not spe...
Client relationship management
Investment product expertise
Financial advice delivery
As the Senior Personal Banker - Investing, you are the branch expert in helping clients grow their wealth by delivering personalized, client-focused investment advice

Job Summary

  • As the Senior Personal Banker - Investing, you are the branch expert in helping clients grow their wealth by delivering personalized, client-focused investment advice.
  • TD offers a Total Rewards package including base salary, variable compensation, health benefits, savings programs, paid time off, and career development opportunities.
  • TD fosters a respectful workplace valuing diverse perspectives and provides training, onboarding, and mentoring programs to support colleague growth and success.

Matching Summary

As the Senior Personal Banker - Investing, you are the branch expert in helping clients grow their wealth by delivering personalized, client-focused investment advice.

Salary

Base: $59,500 - $84,000 CAD; Bonus/Equity: Not specified; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts

Skills & Requirements

Must-have

  • Client relationship management
  • Investment product expertise
  • Financial advice delivery
  • Regulatory and compliance knowledge
  • Problem solving and conflict resolution
  • Client outreach and asset acquisition

Nice-to-have

  • Post-secondary education preferred
  • Community engagement skills
  • Mentoring and career development focus
  • Process simplification advocacy

Key Requirements

  • High School diploma
  • Investment Funds Canada (IFC) accreditation or equivalent
  • Certificate in Financial Services Advice (CFSA) or equivalent
  • Minimum 2+ years financial services experience
  • Knowledge of Mutual funds, GICs, RSP, RESL
  • Strong AML and compliance knowledge
  • Ability to work branch hours rotation

Work Rights

Not specified

Tailored Resume

Cover Letter