Senior Personal Banker - Investing (scarborough North, Ajax And Pickering)

TD Ameritrade

Scarborough, Ontario, Canada
Base: $59,500 - $84,000 cad; bonus/equity: variabl...
Not specified
Investment product knowledge
Customer relationship management
Financial planning expertise
TD Ameritrade is seeking a Senior Personal Banker specializing in investing for their Scarborough branch. The role focuses on providing personalized financial advice to help customers achieve their financial goals, with an emphasis on investment products and services

Job Summary

  • This role focuses on building deep relationships with customers by providing sound financial planning advice and investment solutions.
  • The position requires acting as a subject matter expert for both personal and business banking products within the branch.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and career development programs.

Matching Summary

Match Score: 85

TD Ameritrade is seeking a Senior Personal Banker specializing in investing for their Scarborough branch. The role focuses on providing personalized financial advice to help customers achieve their financial goals, with an emphasis on investment products and services.

Salary

Base: $59,500 - $84,000 CAD; Bonus/Equity: Variable compensation included; Benefits: Health, retirement, paid time off, and banking discounts

Skills & Requirements

Must-have

  • Investment product knowledge
  • Customer relationship management
  • Financial planning expertise
  • Proactive customer outreach
  • Local market analysis

Nice-to-have

  • Subject matter expert status
  • Community engagement presence
  • Team collaboration skills
  • Innovative service delivery

Key Requirements

  • High School diploma or Post-Secondary degree preferred
  • 2+ years relevant experience in finance
  • Financial Planning II (FP II) post-appointment within 12 months
  • Investment Funds Canada (IFC) or CFSA certificate required

Work Rights

Not specified

Tailored Resume

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