Senior Personal Banker - Investing: Future Opportunities

TD Bank

Brampton, Ontario, Canada
Base: $59,500.00 - $84,000.00 cad; bonus/equity: n...
Investment funds canada accreditation
Certificate in financial services advice
Deep knowledge of mutual funds and gics
The role focuses on delivering personalized investment advice to help clients achieve their financial goals and grow their wealth

Job Summary

  • The role focuses on delivering personalized investment advice to help clients achieve their financial goals and grow their wealth.
  • Success is measured by client feedback, the volume of deposits and investments grown, and the ability to build long-term relationships.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

The role focuses on delivering personalized investment advice to help clients achieve their financial goals and grow their wealth.

Salary

Base: $59,500.00 - $84,000.00 CAD; Bonus/Equity: Not specified; Benefits: Health, well-being, savings, retirement programs included

Skills & Requirements

Must-have

  • Investment Funds Canada accreditation
  • Certificate in Financial Services Advice
  • Deep knowledge of mutual funds and GICs
  • Client relationship management experience
  • Regulatory AML compliance knowledge

Nice-to-have

  • Post-secondary degree in related field
  • Financial Planning II certification
  • Community presence and outreach drive
  • Ability to simplify processes for colleagues
  • Empathy in resolving client complaints

Key Requirements

  • High School diploma required
  • IFC or equivalent accreditation
  • CFSA - FPI & PFSA certification
  • Minimum 2 years financial services experience
  • Knowledge of RESL and banking products

Work Rights

Not specified

Tailored Resume

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