Senior Personal Banker - Investing Future Opportunities For Brampton And Mississauga
TD Ameritrade
Mississauga, Ontario, Canada
Base: $59,500 - $84,000 cad; bonus/equity: not spe...
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Deep knowledge of investment products
Real estate secured lending expertise
Proactive customer outreach capabilities
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TD Ameritrade is seeking a Senior Personal Banker in Mississauga, Ontario, to provide exceptional investment advice and foster customer relationships. The role emphasizes deep knowledge of investment products and requires proactive customer engagement to enhance financial confidence and market share growth.
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Job Summary
The role focuses on providing sound financial planning advice and investment solutions to help customers achieve their financial goals.
Candidates must maintain comprehensive knowledge of local market trends and competitive offers to support accurate advice recommendations.
TD offers a Total Rewards package including base salary, variable compensation, health benefits, and extensive career development programs.
Matching Summary
Match Score: 75
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TD Ameritrade is seeking a Senior Personal Banker in Mississauga, Ontario, to provide exceptional investment advice and foster customer relationships. The role emphasizes deep knowledge of investment products and requires proactive customer engagement to enhance financial confidence and market share growth.
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Salary
Base: $59,500 - $84,000 CAD; Bonus/Equity: Not specified; Benefits: Health, savings, retirement, paid time off
Skills & Requirements
Must-have
Deep knowledge of investment products
Real Estate Secured Lending expertise
Proactive customer outreach capabilities
Local market and economic trend analysis
Accurate financial documentation preparation
Nice-to-have
Passion for connecting with customers
Subject matter expertise in banking policies
Commitment to positive customer experience
Team collaboration and innovation mindset
Key Requirements
2+ years relevant experience
Investment Funds Canada (IFC) certification
Certificate in Financial Services Advice (CFSA)
High School diploma or Post-Secondary degree preferred