Senior Personal Banker - Investing

TD Bank

Calgary, Alberta, Canada
Base: $59,500 - $84,000 cad; bonus/equity: variabl...
Deep knowledge of investment products
Experience in real estate secured lending
Proactive customer outreach capabilities
The role focuses on providing sound financial planning advice and investment recommendations to help customers achieve their financial goals

Job Summary

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

Matching Summary

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

Salary

Base: $59,500 - $84,000 CAD; Bonus/Equity: Variable compensation mentioned; Benefits: Health, savings, retirement, paid time off

Skills & Requirements

Must-have

  • Deep knowledge of investment products
  • Experience in Real Estate Secured Lending
  • Proactive customer outreach capabilities
  • Understanding of local market trends
  • Ability to identify customer needs

Nice-to-have

  • Passion for connecting with customers
  • Commitment to positive customer experience
  • Subject matter expertise in banking policies
  • Team collaboration and support skills

Key Requirements

  • High School diploma or Post-Secondary degree preferred
  • 2+ years relevant experience
  • Investment Funds Canada (IFC) or CFSA certificate

Work Rights

Not specified

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